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
$770M
AUM Growth
-$93.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$9.81M
3
+$8.69M
4
BNTX icon
BioNTech
BNTX
+$2.99M
5
EW icon
Edwards Lifesciences
EW
+$2.6M

Top Sells

1
+$30M
2
+$18.9M
3
+$14.5M
4
BIIB icon
Biogen
BIIB
+$11.7M
5
STAA icon
STAAR Surgical
STAA
+$10.8M

Sector Composition

1 Healthcare 98.76%
2 Financials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 0.36%
575,817
27
$2.6M 0.34%
+39,473
28
$2.52M 0.33%
64,700
29
$2.37M 0.31%
732,400
30
$1.77M 0.23%
772,652
31
$1.63M 0.21%
811,268
32
$1.55M 0.2%
110,719
33
$1.55M 0.2%
125,861
34
$1.35M 0.18%
+59,582
35
$1.26M 0.16%
3,985
36
$1.22M 0.16%
225,465
37
$837K 0.11%
445,434
38
$779K 0.1%
1,298,097
-502,009
39
$752K 0.1%
+11,165
40
$655K 0.09%
569,832
41
$624K 0.08%
+170,000
42
$372K 0.05%
15,048
43
$314K 0.04%
30,213
-201,455
44
$311K 0.04%
24,500
45
$81.3K 0.01%
+12,865
46
– –
-111,717
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