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
$1.15B
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$24.7K

Top Sells

1
+$10.7M
2
+$6.23M
3
+$3.71M
4
ALKS icon
Alkermes
ALKS
+$2.02M
5
STAA icon
STAAR Surgical
STAA
+$1.96M

Sector Composition

1 Healthcare 98.64%
2 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.11%
64,700
27
$1.1M 0.1%
200,919
28
$643K 0.06%
12,500
29
$642K 0.06%
160,800
30
$519K 0.05%
27,019
31
$201K 0.02%
24,500
32
$198K 0.02%
27,100
33
$152K 0.01%
31,330
34
– –
-309,692
35
– –
-65,240
1
2