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
$1.11B
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$11M
3
+$10.3M
4
BLUE
bluebird bio
BLUE
+$10.2M
5
VERV
Verve Therapeutics
VERV
+$7.14M

Top Sells

1
+$41.5M
2
+$29.2M
3
+$9.8M
4
FOLD icon
Amicus Therapeutics
FOLD
+$1.71M
5
NVCR icon
NovoCure
NVCR
+$1.32M

Sector Composition

1 Healthcare 97.85%
2 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 0.27%
732,400
27
$1.91M 0.17%
64,700
28
$1.18M 0.11%
278,985
29
$1.04M 0.09%
+445,434
30
$995K 0.09%
110,719
-55,350
31
$938K 0.08%
+529,861
32
$897K 0.08%
+173,790
33
$791K 0.07%
225,465
+64,665
34
$368K 0.03%
24,500
35
– –
-27,100
36
– –
-65,620
1
2