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
$1.67B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$2.57M
3
+$2.06M
4
ATNX
Athenex, Inc. Common Stock
ATNX
+$1.96M
5
DNTH icon
Dianthus Therapeutics
DNTH
+$1.71M

Top Sells

1
+$21M
2
+$18.7M
3
+$13.7M
4
UTHR icon
United Therapeutics
UTHR
+$12.4M
5
WMGI
Wright Medical Group Inc
WMGI
+$6.96M

Sector Composition

1 Healthcare 83.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.17%
104,100
+74,600
27
$2.65M 0.16%
+204,214
28
$2.55M 0.15%
+9,260
29
$1.89M 0.11%
127,700
+61,600
30
$1.83M 0.11%
+2,362
31
$1.46M 0.09%
+12,163
32
$1.27M 0.08%
200,919
33
$1.06M 0.06%
+20,509
34
$960K 0.06%
37,400
35
$959K 0.06%
47,000
36
$640K 0.04%
24,500
37
$318K 0.02%
31,330
38
$306K 0.02%
73,500
39
$306K 0.02%
33,214
40
$138K 0.01%
4,537
41
$131K 0.01%
4,540
42
– –
-242,940
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