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
$1.81B
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$5.54M
3
+$5.11M
4
ABMD
Abiomed Inc
ABMD
+$2.72M
5
SNDX icon
Syndax Pharmaceuticals
SNDX
+$2.35M

Top Sells

1
+$83.3M
2
+$25.8M
3
+$567K

Sector Composition

1 Healthcare 95.6%
2 Financials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$193M 10.65%
1,267,811
-546,100
2
$185M 10.18%
2,212,950
+7,200
3
$182M 10.04%
583,933
+8,700
4
$171M 9.44%
6,019,106
+194,599
5
$125M 6.9%
361,600
+18,400
6
$123M 6.79%
687,206
7
$96.4M 5.31%
10,002,443
+241,400
8
$94.9M 5.23%
3,201,866
9
$89M 4.91%
1,731,482
-11,023
10
$81.6M 4.49%
3,791,805
11
$66.9M 3.69%
1,145,870
+87,500
12
$57M 3.14%
2,337,877
13
$57M 3.14%
6,856,513
14
$55.6M 3.06%
358,870
+1,293
15
$34.1M 1.88%
600,500
16
$33.9M 1.87%
55,405
17
$26M 1.43%
4,484,411
18
$21.5M 1.19%
2,356,282
+57,900
19
$17.4M 0.96%
94,850
-140,426
20
$14.4M 0.79%
1,772,950
21
$12.8M 0.7%
1,392,997
22
$12.4M 0.68%
332,713
23
$11.9M 0.66%
487,100
24
$11.3M 0.62%
436,592
25
$6.89M 0.38%
401,100
+136,900
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