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
$1.17B
AUM Growth
-$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$10.9M
3
+$8.98M
4
FOLD icon
Amicus Therapeutics
FOLD
+$7.27M
5
ALGN icon
Align Technology
ALGN
+$6.07M

Top Sells

1
+$121M
2
+$14.1M
3
+$10.5M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.49M
5
CLVS
Clovis Oncology, Inc.
CLVS
+$5.32M

Sector Composition

1 Healthcare 98.97%
2 Financials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$544K 0.05%
200,919
27
$311K 0.03%
27,100
28
$217K 0.02%
24,500
29
$81.9K 0.01%
37,750
-1,712,901
30
– –
-27,019
31
– –
-31,330
32
– –
-490,754
33
– –
-4,473,967
1
2