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
$2.08B
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$26.4M
3
+$23.3M
4
KPTI icon
Karyopharm Therapeutics
KPTI
+$14.3M
5
UTHR icon
United Therapeutics
UTHR
+$11.1M

Top Sells

1
+$145M
2
+$61.7M
3
+$24.5M
4
KYTH
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
+$12.4M
5
ENDP
Endo International plc
ENDP
+$4.39M

Sector Composition

1 Healthcare 72.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$304M 14.6%
2,579,154
-523,873
2
$286M 13.75%
3,108,808
+707,691
3
$262M 12.61%
2,827,005
+84,700
4
$200M 9.62%
1,524,254
+84,326
5
$176M 8.44%
1,666,492
+6,400
6
$110M 5.31%
2,777,392
+585,251
7
$88.6M 4.26%
4,768,800
+35,199
8
$84.4M 4.06%
1,125,564
-164,728
9
$55.5M 2.67%
801,230
-63,374
10
$45.1M 2.17%
3,997,108
+99,700
11
$43.2M 2.08%
2,056,251
12
$32.5M 1.56%
205,716
+90,281
13
$31.6M 1.52%
695,918
14
$31.1M 1.5%
316,900
+17,400
15
$29.3M 1.41%
270,800
+8,600
16
$27.6M 1.33%
1,974,376
17
$27.2M 1.31%
2,115,638
+2,054,373
18
$23.9M 1.15%
1,455,176
19
$21.7M 1.04%
509,862
+149,262
20
$21.5M 1.03%
104,700
+6,400
21
$20.5M 0.99%
2,642,922
22
$18.2M 0.88%
568,436
23
$17.5M 0.84%
10,023,842
24
$17M 0.82%
268,861
-2,291,442
25
$13.4M 0.64%
261,900
-29,250
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