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
$2.12B
AUM Growth
+$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$37.1M
3
+$30.1M
4
ALGN icon
Align Technology
ALGN
+$21.2M
5
ZLTQ
ZELTIQ Aesthetics, Inc.
ZLTQ
+$17.3M

Top Sells

1
+$33.4M
2
+$7.47K

Sector Composition

1 Healthcare 95.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$255M 12.05%
1,883,315
+14,500
2
$248M 11.72%
3,894,963
+90,875
3
$241M 11.37%
1,921,484
+17,900
4
$209M 9.89%
2,382,619
+422,400
5
$125M 5.89%
1,027,060
+313,318
6
$113M 5.34%
2,032,692
+311,929
7
$96.9M 4.58%
5,534,150
+87,634
8
$82.2M 3.88%
4,791,051
+1,755,255
9
$81.8M 3.87%
2,628,193
+23,600
10
$78.3M 3.7%
1,101,951
+92,021
11
$75.4M 3.56%
3,344,620
12
$58.9M 2.78%
1,055,855
+62,000
13
$58.8M 2.78%
4,203,270
14
$56.2M 2.66%
7,882,988
+1,472,958
15
$54.7M 2.58%
1,590,430
+58,400
16
$43.7M 2.07%
227,098
+13,738
17
$36.7M 1.74%
295,240
18
$34M 1.61%
3,473,170
+86,925
19
$25.6M 1.21%
223,107
+184,400
20
$25.5M 1.21%
1,173,498
+793,771
21
$23.9M 1.13%
351,600
+33,200
22
$23.5M 1.11%
1,759,376
+31,996
23
$22.7M 1.07%
130,200
+6,100
24
$14.1M 0.67%
425,462
+7,800
25
$10M 0.47%
425,276
+28,300
1
2