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

Top Buys

1
+$16.2M
2
+$11.1M
3
+$7.89M
4
STAA icon
STAAR Surgical
STAA
+$6.95M
5
ALGN icon
Align Technology
ALGN
+$6.39M

Top Sells

1
+$121M
2
+$9.36M
3
+$7.97M
4
GRTS
Gritstone bio, Inc. Common Stock
GRTS
+$5.74M
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