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
$2.5B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$16.7M
3
+$6.28M
4
SAGE
Sage Therapeutics
SAGE
+$2.22M
5
INSM icon
Insmed
INSM
+$1.82M

Top Sells

1
+$187M
2
+$11.7M

Sector Composition

1 Healthcare 91.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$364M 14.55%
890,309
-456,351
2
$240M 9.6%
2,549,431
+3,949
3
$226M 9.04%
4,974,007
+1,018,347
4
$184M 7.35%
1,625,234
+2,603
5
$171M 6.84%
7,236,583
+76,993
6
$147M 5.89%
1,186,427
+50,582
7
$130M 5.21%
832,536
+14,205
8
$114M 4.54%
4,803,364
+7,356
9
$109M 4.36%
3,521,565
+6,180
10
$96.3M 3.85%
6,168,347
+20,518
11
$93.6M 3.74%
6,906,158
+11,083
12
$79.2M 3.17%
310,888
+65,556
13
$79.2M 3.16%
4,155,670
14
$71.6M 2.86%
2,757,587
+5,293
15
$65.1M 2.6%
3,340,806
16
$63.2M 2.52%
184,607
-34,100
17
$37.5M 1.5%
1,833,532
+3,097
18
$37.2M 1.48%
1,381,759
+25,245
19
$32.3M 1.29%
191,200
20
$31.4M 1.25%
394,840
+15,700
21
$29.3M 1.17%
1,853,101
+3,269
22
$25.2M 1.01%
1,650,780
23
$18.7M 0.75%
313,320
+601
24
$16.1M 0.64%
1,103,325
+1,987
25
$12.5M 0.5%
175,900
1
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