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
$863M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$424K
3
+$96.6K
4
ANAB icon
AnaptysBio
ANAB
+$93.6K
5
BLUE
bluebird bio
BLUE
+$72K

Top Sells

1
+$153M
2
+$27.3M
3
+$3.12M
4
ALGN icon
Align Technology
ALGN
+$2.74M
5
EHTH icon
eHealth
EHTH
+$1.66M

Sector Composition

1 Healthcare 93.61%
2 Financials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.33%
575,817
27
$2.26M 0.26%
772,652
28
$2.21M 0.26%
64,700
29
$2.2M 0.25%
732,400
30
$1.82M 0.21%
811,268
31
$1.7M 0.2%
125,861
32
$1.49M 0.17%
3,985
33
$910K 0.11%
110,719
34
$878K 0.1%
445,434
35
$746K 0.09%
225,465
36
$627K 0.07%
569,832
37
$424K 0.05%
+15,048
38
$411K 0.05%
24,500
39
– –
-182,766
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