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
$1.5B
AUM Growth
-$556M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$37.2M
2
+$26.8M
3
+$16M
4
INSM icon
Insmed
INSM
+$11.5M
5
UTHR icon
United Therapeutics
UTHR
+$10.2M

Sector Composition

1 Healthcare 87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.17%
39,300
-136,600
27
$2.17M 0.14%
21,883
-85,000
28
$1.71M 0.11%
200,920
29
$1.41M 0.09%
123,686
30
$1.18M 0.08%
29,500
31
$837K 0.06%
33,214
32
$387K 0.03%
73,500
33
$281K 0.02%
4,540
34
$223K 0.01%
4,537
35
$193K 0.01%
31,330
36
$144K 0.01%
247,000
37
$39K ﹤0.01%
10,137
38
– –
-314,889
39
– –
-5,049
1
2