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
$1.5B
AUM Growth
-$556M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$37.2M
2
+$26.8M
3
+$16M
4
INSM icon
Insmed
INSM
+$11.5M
5
UTHR icon
United Therapeutics
UTHR
+$10.2M

Sector Composition

1 Healthcare 87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$149M 9.92%
2,209,504
-396,981
2
$128M 8.51%
7,239,649
-651,268
3
$116M 7.75%
654,428
-51,926
4
$114M 7.57%
1,424,401
-128,391
5
$100M 6.68%
3,890,693
-346,358
6
$95.5M 6.36%
680,894
-114,137
7
$93.8M 6.25%
957,950
-65,830
8
$82M 5.46%
6,184,320
-492,435
9
$78.3M 5.22%
2,176,677
-132,126
10
$72.7M 4.84%
3,471,740
-356,824
11
$65.5M 4.37%
6,354,659
-580,415
12
$60.8M 4.05%
4,581,176
-473,874
13
$57.4M 3.83%
7,162,920
-633,379
14
$51.5M 3.43%
2,494,255
-277,139
15
$46.6M 3.1%
322,810
-28,008
16
$35.6M 2.37%
3,078,874
-296,632
17
$35.1M 2.34%
1,861,630
18
$26.7M 1.78%
147,505
19
$22.8M 1.52%
1,757,122
-162,191
20
$18.6M 1.24%
4,720,744
-420,560
21
$15.1M 1.01%
1,405,680
22
$7.88M 0.52%
1,004,449
-104,061
23
$6.71M 0.45%
358,735
-39,860
24
$5.93M 0.4%
787,999
-78,667
25
$4.76M 0.32%
331,813
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