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
$1.82B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$22.2M
3
+$12.7M
4
ACAD icon
Acadia Pharmaceuticals
ACAD
+$11M
5
GOSS icon
Gossamer Bio
GOSS
+$10.8M

Top Sells

1
+$114M
2
+$49.2M
3
+$28.1M
4
RIGL icon
Rigel Pharmaceuticals
RIGL
+$5.66M
5
STAA icon
STAAR Surgical
STAA
+$1.67M

Sector Composition

1 Healthcare 74.2%
2 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$413M 22.65%
4,852,383
-330,600
2
$194M 10.64%
6,032,956
+30,667
3
$158M 8.67%
2,791,693
-29,461
4
$140M 7.67%
504,033
+11,700
5
$132M 7.23%
1,732,550
+326,600
6
$111M 6.1%
7,867,114
+532,400
7
$79.3M 4.35%
785,406
+19,000
8
$76.4M 4.19%
6,403,600
+889,924
9
$75.6M 4.15%
1,832,300
+267,400
10
$74.3M 4.08%
339,077
+57,780
11
$52.4M 2.87%
457,529
+12,900
12
$50.2M 2.75%
1,994,905
+290,533
13
$40.3M 2.21%
4,170,281
+53,733
14
$36.1M 1.98%
590,200
+15,000
15
$28.2M 1.55%
3,003,875
+44,288
16
$26.1M 1.43%
4,469,411
+108,000
17
$22.2M 1.22%
+280,438
18
$22.1M 1.21%
67,505
19
$13.8M 0.76%
1,368,317
+24,420
20
$13.4M 0.73%
1,077,200
+872,986
21
$13.3M 0.73%
1,328,734
+557,669
22
$8.71M 0.48%
786,400
23
$5.97M 0.33%
331,813
24
$5.44M 0.3%
+368,722
25
$3.11M 0.17%
12,840
+3,580
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