PAI

Palo Alto Investors Portfolio holdings

AUM $470M
1-Year Est. Return 2.57%
This Quarter Est. Return
1 Year Est. Return
+2.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$847M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$115M
2 +$114M
3 +$96.8M
4
UTHR icon
United Therapeutics
UTHR
+$59.3M
5
ABMD
Abiomed Inc
ABMD
+$50M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 34.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$115M 13.58%
+1,325,115
2
$114M 13.42%
+3,968,818
3
$96.8M 11.43%
+1,863,118
4
$59.3M 7%
+900,778
5
$50M 5.9%
+2,319,398
6
$47.4M 5.59%
+2,847,842
7
$43.9M 5.18%
+787,119
8
$37.4M 4.41%
+1,680,871
9
$36.5M 4.31%
+756,821
10
$34.5M 4.08%
+8,202,692
11
$32.6M 3.85%
+3,211,318
12
$31.6M 3.73%
+696,297
13
$19.2M 2.27%
+2,381,876
14
$17.7M 2.09%
+242,332
15
$17.7M 2.09%
+1,175,076
16
$17.1M 2.02%
+1,775,485
17
$13.1M 1.55%
+393,558
18
$10.8M 1.27%
+4,622,230
19
$9.04M 1.07%
+1,617,651
20
$8.77M 1.04%
+350,921
21
$8.56M 1.01%
+1,950,636
22
$5.46M 0.64%
+9,744,833
23
$3.19M 0.38%
+266,299
24
$3.11M 0.37%
+49,040
25
$3.03M 0.36%
+261,544