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
$2.37B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$13.3M
3
+$12.1M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$6.93M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$5.01M

Top Sells

1
+$15.3M
2
+$14.2M
3
+$12.3M
4
FOLD icon
Amicus Therapeutics
FOLD
+$7.85M
5
ABMD
Abiomed Inc
ABMD
+$2.69M

Sector Composition

1 Healthcare 94.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$326M 13.74%
1,935,300
-15,984
2
$274M 11.56%
3,329,581
3
$227M 9.56%
2,438,519
+53,800
4
$207M 8.7%
1,762,650
-104,665
5
$193M 8.11%
6,171,816
+550,000
6
$152M 6.38%
1,080,342
+49,400
7
$122M 5.13%
6,398,296
+700,000
8
$112M 4.71%
7,420,288
-520,500
9
$74.4M 3.13%
4,155,670
-47,600
10
$71M 2.99%
1,095,655
+21,700
11
$69.2M 2.92%
2,676,393
12
$63.5M 2.67%
3,441,233
+96,613
13
$61.8M 2.6%
1,641,030
+27,700
14
$49M 2.07%
787,251
-245,774
15
$43.7M 1.84%
3,507,052
-22,018
16
$43.1M 1.81%
295,240
17
$42.1M 1.77%
3,010,466
18
$41.6M 1.75%
223,107
19
$38.4M 1.62%
233,239
+2,067
20
$33.2M 1.4%
1,794,998
+7,422
21
$32.1M 1.35%
1,293,764
+4,045
22
$20.4M 0.86%
433,076
23
$19.9M 0.84%
130,200
24
$14.3M 0.6%
175,900
-175,700
25
$12.1M 0.51%
+211,300
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