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
$1.56B
AUM Growth
-$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.97M
4
BIIB icon
Biogen
BIIB
+$5.61M
5
ALKS icon
Alkermes
ALKS
+$3.82M

Top Sells

1
+$17.3M
2
+$15M
3
+$11.1M
4
AZN icon
AstraZeneca
AZN
+$10M
5
PBYI icon
Puma Biotechnology
PBYI
+$9.77M

Sector Composition

1 Healthcare 97.34%
2 Financials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 0.19%
183,800
-30,900
27
$1.92M 0.12%
27,019
28
$1.79M 0.11%
+12,500
29
$1.73M 0.11%
65,240
30
$1.7M 0.11%
29,260
-172,229
31
$1.03M 0.07%
+64,700
32
$1.03M 0.07%
200,919
33
$815K 0.05%
341,030
-445,370
34
$643K 0.04%
160,800
35
$516K 0.03%
27,100
36
$372K 0.02%
31,330
37
$233K 0.01%
24,500
38
– –
-1,392,997
39
– –
-8,060
40
– –
-33,212
41
– –
-4,537
42
– –
-15,910
43
– –
-855,713
44
– –
-4,540
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