PAI
Palo Alto Investors Portfolio holdings
AUM
$470M
This Quarter Return
+2.91%
1 Year Return
+2.57%
3 Year Return
+93.77%
5 Year Return
+190.64%
10 Year Return
+955.02%
AUM
$1.76B
AUM Growth
+$1.76B
(-8%)
Cap. Flow
-$48.3M
Cap. Flow
% of AUM
-2.75%
Top 10 Holdings %
Top 10 Hldgs %
72.57%
Holding
43
New
2
Increased
20
Reduced
8
Closed
1
Top Buys
| 1 |
eHealth
EHTH
|
$34.3M |
| 2 |
Biogen
BIIB
|
$30.5M |
| 3 |
GRTS
Gritstone bio, Inc. Common Stock
GRTS
|
$21.7M |
| 4 |
Amicus Therapeutics
FOLD
|
$18.7M |
| 5 |
RVNC
Revance Therapeutics, Inc.
RVNC
|
$14.8M |
Top Sells
| 1 |
STAAR Surgical
STAA
|
$109M |
| 2 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$41M |
| 3 |
United Therapeutics
UTHR
|
$16.4M |
| 4 |
Insmed
INSM
|
$9.59M |
| 5 |
Vanda Pharmaceuticals
VNDA
|
$6.59M |
Sector Composition
| 1 | Healthcare | 95.1% |
| 2 | Financials | 4.39% |
