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
$1.56B
AUM Growth
-$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.97M
4
BIIB icon
Biogen
BIIB
+$5.61M
5
ALKS icon
Alkermes
ALKS
+$3.82M

Top Sells

1
+$17.3M
2
+$15M
3
+$11.1M
4
AZN icon
AstraZeneca
AZN
+$10M
5
PBYI icon
Puma Biotechnology
PBYI
+$9.77M

Sector Composition

1 Healthcare 97.34%
2 Financials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$196M 12.49%
2,212,950
2
$186M 11.91%
519,033
-30,787
3
$164M 10.49%
6,025,706
+6,600
4
$148M 9.49%
687,206
5
$117M 7.47%
10,114,043
6
$104M 6.65%
1,140,511
7
$92.4M 5.9%
385,000
+23,400
8
$83.3M 5.32%
1,685,282
9
$71.3M 4.56%
4,369,366
+1,167,500
10
$54.6M 3.49%
2,337,877
11
$44.5M 2.84%
2,834,244
-957,561
12
$41.2M 2.63%
1,615,570
+469,700
13
$36.4M 2.33%
55,405
14
$35.2M 2.25%
364,697
+5,827
15
$33.3M 2.13%
781,730
+163,800
16
$30.3M 1.94%
2,356,282
17
$20.1M 1.28%
1,772,950
18
$17.5M 1.12%
754,200
+164,300
19
$15.2M 0.97%
436,592
20
$13.7M 0.88%
5,485,213
-1,371,300
21
$13.1M 0.84%
598,900
+154,000
22
$11M 0.7%
65,620
23
$10.8M 0.69%
3,997,826
-486,585
24
$5.64M 0.36%
123,686
25
$5.16M 0.33%
166,069
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