PAI

Palo Alto Investors Portfolio holdings

AUM $654M
1-Year Est. Return 77.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+77.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$540M
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$11.4M
3
+$9.89M
4
RARE icon
Ultragenyx Pharmaceutical
RARE
+$9.62M
5
IRON icon
Disc Medicine
IRON
+$4.68M

Top Sells

1
+$45.7M
2
+$17.6M
3
+$13.3M
4
UTHR icon
United Therapeutics
UTHR
+$12.5M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$4.94M

Sector Composition

1 Healthcare 98.77%
2 Financials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 0.75%
1,246,033
27
$3.78M 0.7%
1,020,547
+247,895
28
$2.98M 0.55%
1,566,840
+176,812
29
$2.67M 0.49%
41,226
-3,399
30
$2.65M 0.49%
110,719
31
$2.62M 0.48%
33,640
-5,833
32
$2.54M 0.47%
18,117
+4,783
33
$2.48M 0.46%
105,427
-20,434
34
$2.3M 0.43%
1,037,421
35
$1.93M 0.36%
19,614
-5,592
36
$1.71M 0.32%
221,071
-27,863
37
$1.18M 0.22%
225,465
38
$1.04M 0.19%
3,985
39
$791K 0.15%
+59,985
40
$575K 0.11%
108,865
41
$489K 0.09%
24,500
42
$402K 0.07%
+188,807
43
$147K 0.03%
3,651
44
$92.1K 0.02%
15,047
-1
45
– –
-187,911
46
– –
-791,879
47
– –
-143,437
48
– –
-445,434
1
2