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
$470M
AUM Growth
-$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$4.7M
3
+$3.54M
4
DNLI icon
Denali Therapeutics
DNLI
+$3.38M
5
RARE icon
Ultragenyx Pharmaceutical
RARE
+$1.76M

Top Sells

1
+$13.4M
2
+$11.2M
3
+$9.33M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.88M
5
SLRN
ACELYRIN
SLRN
+$4.43M

Sector Composition

1 Healthcare 98.54%
2 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 0.57%
25,206
27
$2.52M 0.54%
264,976
-68,415
28
$2.17M 0.46%
+44,625
29
$1.97M 0.42%
1,390,028
+614,000
30
$1.77M 0.38%
+48,750
31
$1.73M 0.37%
248,934
32
$1.68M 0.36%
13,334
33
$1.64M 0.35%
110,719
34
$1.51M 0.32%
772,652
35
$1.43M 0.3%
125,861
36
$1.14M 0.24%
1,037,421
37
$974K 0.21%
3,985
38
$864K 0.18%
225,465
39
$810K 0.17%
187,911
-136,121
40
$735K 0.16%
445,434
41
$618K 0.13%
108,865
42
$430K 0.09%
+143,437
43
$336K 0.07%
24,500
44
$171K 0.04%
146,024
45
$48.2K 0.01%
15,048
46
– –
-495,146
47
– –
-1,792,895
48
– –
-210,258
49
– –
-11,165
50
– –
-575,817
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