PAI

Palo Alto Investors Portfolio holdings

AUM $540M
1-Year Est. Return 26.48%
This Quarter Est. Return
1 Year Est. Return
+26.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47B
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$4.38M
3
+$3.08M
4
INSM icon
Insmed
INSM
+$2.44M
5
FOLD icon
Amicus Therapeutics
FOLD
+$2.39M

Top Sells

1
+$81.6M
2
+$14.4M

Sector Composition

1 Healthcare 91.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 0.51%
396,609
27
$7.64M 0.31%
500,913
28
$2.95M 0.12%
200,920
29
$2.33M 0.09%
33,214
30
$1.46M 0.06%
29,500
31
$1.22M 0.05%
123,686
32
$724K 0.03%
546
33
$689K 0.03%
247,000
34
$686K 0.03%
4,537
35
$200K 0.01%
10,138
36
$165K 0.01%
5,049
1
2