PAI

Palo Alto Investors Portfolio holdings

AUM $470M
1-Year Est. Return 2.57%
This Quarter Est. Return
1 Year Est. Return
+2.57%
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
+$29.6M
2
+$17.1M
3
+$10.3M
4
VERV
Verve Therapeutics
VERV
+$8.03M
5
NVRO
NEVRO CORP.
NVRO
+$7.82M

Top Sells

1
+$39.6M
2
+$31.8M
3
+$11.7M
4
FOLD icon
Amicus Therapeutics
FOLD
+$2.13M
5
NVCR icon
NovoCure
NVCR
+$1.47M

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
– –
-65,620
36
– –
-27,100
1
2