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
$954M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1 +$31.2M
2 +$28M
3 +$16.4M
4
UTHR icon
United Therapeutics
UTHR
+$12.8M
5
KYTH
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
+$10.6M

Top Sells

1 +$122M
2 +$34.4M
3 +$16.1M
4
AEGR
Aegerion Pharmaceuticals
AEGR
+$3.11M
5
QCOR
QUESTCOR PHARMA INC
QCOR
+$2.34M

Sector Composition

1 Healthcare 36.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$121M 12.73%
3,093,291
-875,527
2
$97.4M 10.21%
1,919,518
+56,400
3
$83.9M 8.79%
1,063,442
+162,664
4
$83.1M 8.7%
4,563,520
+1,715,678
5
$64.5M 6.76%
1,014,611
+257,790
6
$55.3M 5.8%
3,595,756
+1,820,271
7
$50.6M 5.3%
2,654,347
+334,949
8
$43.5M 4.56%
3,211,318
9
$42.8M 4.49%
343,473
-981,642
10
$40.7M 4.27%
564,287
-222,832
11
$38M 3.99%
655,997
-40,300
12
$36.8M 3.86%
1,715,377
+34,506
13
$31.8M 3.34%
2,908,314
+526,438
14
$22.6M 2.36%
629,966
+236,408
15
$21.9M 2.3%
8,202,254
-438
16
$17M 1.78%
1,600,178
-17,473
17
$16.4M 1.71%
1,136,676
-38,400
18
$14.5M 1.52%
319,113
+232,912
19
$13.7M 1.43%
242,332
20
$10.7M 1.12%
4,622,230
21
$9.5M 1%
2,052,411
+101,775
22
$9.2M 0.96%
+779,876
23
$7.23M 0.76%
350,921
24
$5.46M 0.57%
8,752,981
-991,852
25
$4.16M 0.44%
266,299