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
$2.47B
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$4.38M
3
+$3.08M
4
INSM icon
Insmed
INSM
+$2.44M
5
FOLD icon
Amicus Therapeutics
FOLD
+$2.39M

Top Sells

1
+$81.6M
2
+$14.4M

Sector Composition

1 Healthcare 91.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$319M 12.89%
708,917
-181,392
2
$247M 9.99%
2,549,431
3
$208M 8.4%
1,625,234
4
$169M 6.83%
3,521,565
5
$167M 6.74%
1,200,201
+13,774
6
$153M 6.2%
5,221,026
+247,019
7
$149M 6.01%
7,357,283
+120,700
8
$119M 4.8%
840,372
+7,836
9
$104M 4.22%
5,013,764
+210,400
10
$95.4M 3.85%
4,155,670
11
$80M 3.23%
2,757,587
12
$79.4M 3.21%
310,888
13
$77M 3.11%
6,366,147
+197,800
14
$73.2M 2.96%
6,906,158
15
$67.6M 2.73%
3,380,506
+39,700
16
$57.8M 2.34%
147,807
-36,800
17
$48.2M 1.95%
1,833,532
18
$38.4M 1.55%
429,267
+34,427
19
$37.7M 1.52%
1,381,759
20
$35M 1.41%
1,684,180
+33,400
21
$34.9M 1.41%
192,738
+1,538
22
$30.9M 1.25%
1,853,101
23
$24.7M 1%
313,320
24
$14.4M 0.58%
1,103,325
25
$13.6M 0.55%
175,900
1
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