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
$1.66B
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.5M
3
+$3.17M
4
FOLD icon
Amicus Therapeutics
FOLD
+$1.07M
5
SNDX icon
Syndax Pharmaceuticals
SNDX
+$837K

Top Sells

1
+$17.4M
2
+$16.4M
3
+$11.1M
4
PRTA icon
Prothena Corp
PRTA
+$3.29M

Sector Composition

1 Healthcare 96.14%
2 Financials 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$179M 10.8%
549,820
-34,113
2
$171M 10.32%
2,212,950
3
$166M 10.01%
6,019,106
4
$147M 8.85%
1,140,511
-127,300
5
$127M 7.66%
687,206
6
$120M 7.25%
1,685,282
-46,200
7
$102M 6.18%
361,600
8
$96.6M 5.83%
10,114,043
+111,600
9
$89.2M 5.38%
3,201,866
10
$65M 3.92%
3,791,805
11
$46.4M 2.8%
1,145,870
12
$38.8M 2.34%
2,337,877
13
$36.9M 2.23%
55,405
14
$35.1M 2.12%
6,856,513
15
$31.3M 1.89%
358,870
16
$27.4M 1.65%
617,930
+17,430
17
$25.4M 1.54%
2,356,282
18
$22.3M 1.35%
1,772,950
19
$20M 1.21%
4,484,411
20
$18.2M 1.1%
589,900
+102,800
21
$17.3M 1.04%
855,713
+523,000
22
$12.1M 0.73%
+201,489
23
$11.8M 0.71%
436,592
24
$9.77M 0.59%
1,392,997
25
$8.5M 0.51%
444,900
+43,800
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