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
$2.25B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$21.2M
3
+$17.7M
4
INSM icon
Insmed
INSM
+$2.06M
5
UTHR icon
United Therapeutics
UTHR
+$1.74M

Top Sells

1
+$27.4M
2
+$16M
3
+$12.1M
4
KYTH
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
+$6.96M
5
QLTI
QLT Inc
QLTI
+$1.24M

Sector Composition

1 Healthcare 69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$250M 11.14%
1,439,928
+10,000
2
$240M 10.68%
3,103,027
-156,018
3
$227M 10.1%
1,660,092
+10,300
4
$211M 9.38%
2,401,117
+279,260
5
$180M 8.01%
2,742,305
+268,681
6
$151M 6.73%
2,192,141
+5,100
7
$116M 5.14%
4,733,601
+84,153
8
$114M 5.07%
2,560,303
+22,100
9
$97.2M 4.32%
1,290,292
-92,430
10
$68.9M 3.06%
864,604
+4,400
11
$54M 2.4%
2,056,251
+7,000
12
$49.5M 2.2%
3,897,408
+94,000
13
$47.1M 2.09%
115,435
+52,033
14
$36.7M 1.63%
695,918
15
$35.1M 1.56%
299,500
+8,500
16
$33.2M 1.48%
1,455,176
17
$30.5M 1.35%
10,023,842
+46,200
18
$30.3M 1.35%
262,200
+12,800
19
$27.9M 1.24%
1,974,376
+18,000
20
$25.5M 1.14%
2,642,922
21
$24.5M 1.09%
412,000
22
$23.7M 1.06%
98,300
+3,300
23
$20.6M 0.92%
360,600
+17,200
24
$18.5M 0.82%
2,231,717
25
$17.7M 0.79%
243,868
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