PAI
Palo Alto Investors Portfolio holdings
AUM
$470M
1-Year Return
2.57%
This Quarter Return
-4.25%
1 Year Return
+2.57%
3 Year Return
+93.77%
5 Year Return
+190.64%
10 Year Return
+955.02%
AUM
$1.15B
AUM Growth
-$146M
(-11%)
Cap. Flow
-$27.2M
Cap. Flow
% of AUM
-2.37%
Top 10 Holdings %
Top 10 Hldgs %
82.79%
Holding
35
New
–
Increased
1
Reduced
10
Closed
2
Top Buys
| 1 |
eHealth
EHTH
|
+$22.7K |
Top Sells
| 1 |
Acadia Pharmaceuticals
ACAD
|
+$8.08M |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
+$6.48M |
| 3 |
United Therapeutics
UTHR
|
+$4.31M |
| 4 |
STAAR Surgical
STAA
|
+$2.16M |
| 5 |
Alkermes
ALKS
|
+$2.09M |
Sector Composition
| 1 | Healthcare | 98.64% |
| 2 | Financials | 1.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mirum Pharmaceuticals
MIRM
$3.82B
| $1.26M | 0.11% |
64,700
| – | – |
|
|
ALIM
27
DELISTED
Alimera Sciences, Inc.
ALIM
| $1.1M | 0.1% |
200,919
| – | – |
|
28
Novavax
NVAX
$1.34B
| $643K | 0.06% |
12,500
| – | – |
|
29
Aldeyra Therapeutics
ALDX
$333M
| $642K | 0.06% |
160,800
| – | – |
|
30
Dianthus Therapeutics
DNTH
$1.22B
| $519K | 0.05% |
27,019
| – | – |
|
31
UroGen Pharma
URGN
$891M
| $201K | 0.02% |
24,500
| – | – |
|
32
Tactile Systems Technology
TCMD
$296M
| $198K | 0.02% |
27,100
| – | – |
|
|
MRNS
33
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
| $152K | 0.01% |
31,330
| – | – |
|
34
Rigel Pharmaceuticals
RIGL
$678M
| – | – |
-65,240
| Closed | -$1.95M |
|
|
KLDO
35
DELISTED
Kaleido Biosciences, Inc. Common Stock
KLDO
| – | – |
-309,692
| Closed | -$511K |
|