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
$1.29B
AUM Growth
-$508M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$1.7M
3
+$1.65M
4
WMGI
Wright Medical Group Inc
WMGI
+$976K
5
UTHR icon
United Therapeutics
UTHR
+$780K

Top Sells

1
+$53.4M
2
+$1.66M
3
+$184K
4
KPTI icon
Karyopharm Therapeutics
KPTI
+$129K
5
EPZM
Epizyme, Inc
EPZM
+$66.7K

Sector Composition

1 Healthcare 81.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$221M 17.12%
2,325,959
-563,546
2
$170M 13.2%
1,525,654
+7,000
3
$119M 9.21%
2,219,042
+31,800
4
$111M 8.58%
1,340,347
+3,500
5
$68M 5.28%
2,906,194
+70,402
6
$66.5M 5.16%
3,461,365
-86,354
7
$60.7M 4.71%
4,790,800
8
$36.4M 2.82%
2,190,957
+58,800
9
$33.7M 2.62%
4,030,908
10
$32.2M 2.5%
2,655,479
-5,500
11
$30M 2.33%
3,551,173
12
$28.6M 2.22%
695,518
13
$27.8M 2.16%
302,900
14
$27.6M 2.15%
206,543
-967
15
$27.1M 2.1%
270,800
16
$24.2M 1.88%
525,462
+15,600
17
$23.3M 1.81%
828,630
+27,400
18
$21.3M 1.65%
1,215,833
+40,100
19
$19.5M 1.52%
2,641,875
-24,847
20
$18.2M 1.42%
106,100
+1,400
21
$15.6M 1.21%
573,636
22
$14.4M 1.12%
2,248,317
-8,900
23
$14.1M 1.1%
10,023,842
24
$13.6M 1.05%
1,468,776
25
$13.6M 1.05%
+485,100
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