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
$1.72B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$22.3M
3
+$12.4M
4
PRTA icon
Prothena Corp
PRTA
+$8.75M
5
UTHR icon
United Therapeutics
UTHR
+$5.29M

Top Sells

1
+$23.5M
2
+$16.5M
3
+$15.8M
4
SQNM
SEQUENOM INC NEW
SQNM
+$9.43M
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$1.91M

Sector Composition

1 Healthcare 94.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$242M 14.07%
1,884,384
-182,535
2
$208M 12.1%
1,763,458
+44,800
3
$166M 9.62%
1,790,899
+53,500
4
$137M 7.97%
3,804,088
5
$81.5M 4.74%
3,326,720
+53,500
6
$73.9M 4.29%
5,091,298
+36,585
7
$68.8M 4%
2,844,483
+56,941
8
$68.8M 4%
561,700
+222,300
9
$68.4M 3.97%
4,110,708
-114,900
10
$59.9M 3.48%
2,440,493
+32,100
11
$56M 3.26%
934,455
+145,837
12
$55.5M 3.22%
1,414,563
+23,484
13
$47.1M 2.74%
1,481,930
+44,200
14
$42.1M 2.44%
5,685,388
+1,676,013
15
$41.5M 2.41%
902,051
+484,173
16
$35.4M 2.06%
2,587,617
+52,500
17
$30.6M 1.78%
292,700
+13,100
18
$30.5M 1.77%
3,244,610
+37,400
19
$30M 1.74%
205,723
-3,573
20
$27.7M 1.61%
2,814,540
+103,159
21
$25.2M 1.46%
318,400
22
$23.9M 1.39%
123,200
+3,900
23
$19.3M 1.12%
1,650,876
+21,800
24
$19M 1.11%
945,330
+22,100
25
$19M 1.11%
518,609
-20,044
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