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
$2.06B
AUM Growth
-$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$5.18M
3
+$4.44M
4
FOLD icon
Amicus Therapeutics
FOLD
+$2.24M
5
ABMD
Abiomed Inc
ABMD
+$2.04M

Top Sells

1
+$26.5M
2
+$15.1M
3
+$10.7M
4
UTHR icon
United Therapeutics
UTHR
+$7.41M
5
ALGN icon
Align Technology
ALGN
+$5.41M

Sector Composition

1 Healthcare 89.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 0.49%
866,666
27
$9.88M 0.48%
106,883
-159,450
28
$5.23M 0.25%
331,813
-169,100
29
$2.68M 0.13%
200,920
30
$1.41M 0.07%
29,500
31
$1.39M 0.07%
123,686
32
$845K 0.04%
33,214
33
$520K 0.03%
31,330
+2,775
34
$441K 0.02%
+73,500
35
$209K 0.01%
247,000
36
$206K 0.01%
4,537
37
$204K 0.01%
+4,540
38
$67K ﹤0.01%
10,137
39
$58K ﹤0.01%
5,049
1
2