PAI

Palo Alto Investors Portfolio holdings

AUM $718M
1-Year Est. Return 67.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$19.8M
3
+$6.88M
4
EPZM
Epizyme, Inc
EPZM
+$6.72M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$5.16M

Top Sells

1
+$65.3M
2
+$19.9M
3
+$19.4M
4
EXAS icon
Exact Sciences
EXAS
+$6.52M
5
AIMT
Aimmune Therapeutics
AIMT
+$4.75M

Sector Composition

1 Healthcare 92.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.3M 0.61%
264,400
+53,100
27
$12.6M 0.54%
175,900
28
$4.52M 0.19%
500,913
29
$4.29M 0.18%
33,214
30
$4.01M 0.17%
200,920
31
$1.3M 0.06%
4,537
32
$1.18M 0.05%
29,500
33
$1.01M 0.04%
123,686
34
$801K 0.03%
+10,138
35
$621K 0.03%
5,049
36
$561K 0.02%
247,000
37
$546K 0.02%
546
38
– –
-1,130
39
– –
-51,636
40
– –
-340,320
41
– –
-38,970
1
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