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
$1.76B
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.1M
3
+$29.4M
4
FOLD icon
Amicus Therapeutics
FOLD
+$29.3M
5
RVNC
Revance Therapeutics, Inc.
RVNC
+$14.6M

Top Sells

1
+$104M
2
+$41.5M
3
+$16.4M
4
INSM icon
Insmed
INSM
+$10.8M
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$7.1M

Sector Composition

1 Healthcare 95.1%
2 Financials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.91M 0.34%
264,200
27
$5.12M 0.29%
27,019
+325
28
$4.19M 0.24%
214,700
29
$4.15M 0.24%
166,069
+8,169
30
$3.91M 0.22%
65,620
+10,799
31
$2.88M 0.16%
123,686
32
$2.23M 0.13%
65,240
-34,576
33
$1.93M 0.11%
200,919
34
$1.91M 0.11%
160,800
35
$1.48M 0.08%
27,100
36
$1.37M 0.08%
15,910
37
$603K 0.03%
+8,060
38
$485K 0.03%
31,330
39
$477K 0.03%
24,500
40
$307K 0.02%
33,212
-1
41
$106K 0.01%
4,540
42
$100K 0.01%
4,537
43
– –
-6,439
1
2