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
$1.06B
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$4.22M
3
+$3.53M
4
NVCR icon
NovoCure
NVCR
+$2.37M

Top Sells

1
+$11.9M
2
+$6.53M
3
+$2.65M
4
GRTS
Gritstone bio, Inc. Common Stock
GRTS
+$1.3M
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$251K

Sector Composition

1 Healthcare 98.08%
2 Financials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.1%
160,800
27
$781K 0.07%
65,620
28
$381K 0.04%
27,100
29
$343K 0.03%
24,500
30
– –
-666,127
1
2