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
$1.19B
AUM Growth
-$622M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$725K
3
+$686K
4
URGN icon
UroGen Pharma
URGN
+$437K
5
PBYI icon
Puma Biotechnology
PBYI
+$397K

Top Sells

1
+$63.6M
2
+$40.3M
3
+$39.1M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$21.2M
5
STAA icon
STAAR Surgical
STAA
+$16.1M

Sector Composition

1 Healthcare 87.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.12%
123,686
27
$804K 0.07%
200,919
28
$730K 0.06%
29,500
29
$725K 0.06%
+66,100
30
$686K 0.06%
+47,000
31
$575K 0.05%
37,400
32
$482K 0.04%
33,214
33
$437K 0.04%
+24,500
34
$254K 0.02%
31,330
35
$219K 0.02%
4,540
36
$182K 0.02%
73,500
37
$102K 0.01%
4,537
38
– –
-39,300
39
– –
-10,137
40
– –
-247,000
1
2