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
$1.8B
AUM Growth
-$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$15.4M
3
+$15.3M
4
EPZM
Epizyme, Inc
EPZM
+$8.74M
5
ABMD
Abiomed Inc
ABMD
+$5.64M

Top Sells

1
+$84.4M
2
+$44.3M
3
+$34.5M
4
THOR
THORATEC CORPORATION
THOR
+$17M
5
ISRG icon
Intuitive Surgical
ISRG
+$13.4M

Sector Composition

1 Healthcare 77.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$261M 14.52%
2,889,505
+62,500
2
$247M 13.75%
2,187,242
-391,912
3
$238M 13.24%
1,518,654
-5,600
4
$140M 7.79%
1,336,847
-329,645
5
$124M 6.91%
3,547,719
+438,911
6
$87M 4.84%
4,790,800
+22,000
7
$85.6M 4.77%
2,835,792
+58,400
8
$51.6M 2.87%
2,132,157
+75,906
9
$49.1M 2.73%
801,230
10
$47.4M 2.64%
695,518
-400
11
$42.6M 2.37%
2,660,979
+545,341
12
$41.2M 2.3%
207,510
+1,794
13
$37.5M 2.09%
4,030,908
+33,800
14
$36.6M 2.04%
+1,175,733
15
$34.4M 1.92%
3,551,173
+1,576,797
16
$32.4M 1.81%
270,800
17
$30.6M 1.71%
302,900
-14,000
18
$24.6M 1.37%
509,862
19
$21.8M 1.21%
1,468,776
+13,600
20
$21.5M 1.19%
104,700
21
$19M 1.06%
2,666,722
+23,800
22
$16.4M 0.92%
10,023,842
23
$16.4M 0.91%
573,636
+5,200
24
$15.9M 0.88%
523,912
+6,280
25
$14.1M 0.79%
2,257,217
+25,500
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