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
$718M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$9.11M
3 +$7.87M
4
MIRM icon
Mirum Pharmaceuticals
MIRM
+$6.58M
5
BCAX
Bicara Therapeutics
BCAX
+$5.1M

Top Sells

1 +$14.7M
2 +$4.79M
3 +$2.99M
4
GOSS icon
Gossamer Bio
GOSS
+$2.83M
5
AGIO icon
Agios Pharmaceuticals
AGIO
+$1.86M

Sector Composition

1 Healthcare 99.02%
2 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RNAM
51
Avidity Biosciences
RNAM
$11.2B
-109,831