PAI
Palo Alto Investors Portfolio holdings
AUM
$470M
1-Year Return
2.57%
This Quarter Return
+22.65%
1 Year Return
+2.57%
3 Year Return
+93.77%
5 Year Return
+190.64%
10 Year Return
+955.02%
AUM
$1.26B
AUM Growth
+$117M
(+10%)
Cap. Flow
-$21.8M
Cap. Flow
% of AUM
-1.72%
Top 10 Holdings %
Top 10 Hldgs %
85.03%
Holding
34
New
1
Increased
1
Reduced
6
Closed
2
Top Buys
| 1 |
PRVB
Provention Bio, Inc. Common Stock
PRVB
|
+$1.76M |
| 2 |
eHealth
EHTH
|
+$1.26M |
Top Sells
| 1 |
EPZM
Epizyme, Inc
EPZM
|
+$9.96M |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
+$7.21M |
| 3 |
Vanda Pharmaceuticals
VNDA
|
+$3.21M |
| 4 |
Prothena Corp
PRTA
|
+$1.92M |
| 5 |
ABMD
Abiomed Inc
ABMD
|
+$895K |
Sector Composition
| 1 | Healthcare | 99.37% |
| 2 | Financials | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mirum Pharmaceuticals
MIRM
$3.82B
| $1.36M | 0.11% |
64,700
| – | – |
|
|
ALIM
27
DELISTED
Alimera Sciences, Inc.
ALIM
| $1.02M | 0.08% |
200,919
| – | – |
|
28
Aldeyra Therapeutics
ALDX
$334M
| $859K | 0.07% |
160,800
| – | – |
|
29
Dianthus Therapeutics
DNTH
$1.22B
| $610K | 0.05% |
27,019
| – | – |
|
30
Tactile Systems Technology
TCMD
$306M
| $211K | 0.02% |
27,100
| – | – |
|
|
MRNS
31
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
| $208K | 0.02% |
31,330
| – | – |
|
32
UroGen Pharma
URGN
$891M
| $204K | 0.02% |
24,500
| – | – |
|
33
Novavax
NVAX
$1.34B
| – | – |
-12,500
| Closed | -$643K |
|
|
EPZM
34
DELISTED
Epizyme, Inc
EPZM
| – | – |
-6,774,541
| Closed | -$9.96M |
|