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

Top Buys

1
+$10.9M
2
+$707K
3
+$662K
4
SNDX icon
Syndax Pharmaceuticals
SNDX
+$620K
5
PBYI icon
Puma Biotechnology
PBYI
+$456K

Top Sells

1
+$65.9M
2
+$41.1M
3
+$39.2M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$23.1M
5
INSM icon
Insmed
INSM
+$18.8M

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