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
$1.29B
AUM Growth
-$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.48M
3
+$1.11M
4
CLVS
Clovis Oncology, Inc.
CLVS
+$962K
5
RVNC
Revance Therapeutics, Inc.
RVNC
+$903K

Top Sells

1
+$8.16M
2
+$6.12M
3
+$5.65M
4
BIIB icon
Biogen
BIIB
+$5.06M
5
ALGN icon
Align Technology
ALGN
+$4.84M

Sector Composition

1 Healthcare 98.39%
2 Financials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.15%
65,240
27
$1.43M 0.11%
64,700
28
$1.25M 0.1%
27,019
29
$1.13M 0.09%
200,919
30
$921K 0.07%
12,500
31
$715K 0.06%
160,800
32
$546K 0.04%
27,100
33
$511K 0.04%
309,692
-31,338
34
$293K 0.02%
31,330
35
$213K 0.02%
24,500
36
– –
-29,260
37
– –
-183,800
1
2