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
$1.24B
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.8M
3
+$4.73M
4
STAA icon
STAAR Surgical
STAA
+$1.45M
5
RLMD icon
Relmada Therapeutics
RLMD
+$468K

Top Sells

1
+$9.42M
2
+$1.05M
3
+$1.05M
4
PRTA icon
Prothena Corp
PRTA
+$431K
5
PKBO
Peak Bio, Inc. Common Stock
PKBO
+$314K

Sector Composition

1 Healthcare 98.22%
2 Financials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.13%
65,620
27
$1.35M 0.11%
160,800
28
$1.3M 0.1%
666,127
29
$676K 0.05%
27,100
30
$254K 0.02%
24,500
31
– –
-390,800
32
– –
-497,528
1
2