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
$2.02B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$95.1M
2
+$77.2M
3
+$43.3M
4
ANAC
ANACOR PHARMACEUTICALS INC COM
ANAC
+$42.6M
5
KPTI icon
Karyopharm Therapeutics
KPTI
+$29.1M

Top Sells

1
+$169M
2
+$131M
3
+$77.7M
4
NPSP
NPS PHARMACEUTICALS INC
NPSP
+$42.6M
5
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
+$12.3M

Sector Composition

1 Healthcare 70.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$247M 12.19%
1,429,928
+26,800
2
$206M 10.16%
1,649,792
+347,595
3
$189M 9.32%
3,259,045
+737,223
4
$177M 8.75%
2,473,624
+13,500
5
$158M 7.79%
2,121,857
+19,000
6
$120M 5.91%
2,187,041
+192,841
7
$106M 5.26%
2,538,203
+2,269,342
8
$96.7M 4.78%
4,649,448
+23,800
9
$77.2M 3.81%
+860,204
10
$69.3M 3.43%
1,382,722
+260,838
11
$52.9M 2.61%
2,049,251
+9,500
12
$39.4M 1.95%
9,977,642
+51,900
13
$35.4M 1.75%
3,803,408
+16,500
14
$29.1M 1.44%
+63,402
15
$28.8M 1.42%
249,400
+33,900
16
$28.6M 1.41%
291,000
+56,400
17
$27.4M 1.35%
3,211
+91
18
$26.7M 1.32%
412,000
-1,196,101
19
$26.5M 1.31%
695,918
+4,700
20
$22.7M 1.12%
95,000
+9,400
21
$22.2M 1.1%
343,400
+20,800
22
$22.1M 1.09%
1,455,176
23
$21.4M 1.06%
+243,868
24
$21.3M 1.05%
1,956,376
25
$19.6M 0.97%
2,642,922
+13,300
1
2 3