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
$1.29B
AUM Growth
-$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.48M
3
+$1.11M
4
CLVS
Clovis Oncology, Inc.
CLVS
+$962K
5
RVNC
Revance Therapeutics, Inc.
RVNC
+$903K

Top Sells

1
+$8.16M
2
+$6.12M
3
+$5.65M
4
BIIB icon
Biogen
BIIB
+$5.06M
5
ALGN icon
Align Technology
ALGN
+$4.84M

Sector Composition

1 Healthcare 98.39%
2 Financials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$165M 12.75%
2,139,614
-73,336
2
$164M 12.66%
494,397
-24,636
3
$138M 10.69%
5,881,299
-144,407
4
$117M 9.06%
653,079
-34,127
5
$93.8M 7.25%
9,903,761
-210,282
6
$90.9M 7.02%
1,136,968
-3,543
7
$86.1M 6.66%
4,415,689
+46,323
8
$76M 5.88%
360,981
-24,019
9
$61.5M 4.75%
1,681,477
-3,805
10
$54.5M 4.22%
2,251,834
-86,043
11
$41.4M 3.2%
374,769
+10,072
12
$28.2M 2.18%
851,719
+69,989
13
$28.2M 2.18%
2,491,200
-343,044
14
$20.5M 1.59%
1,652,260
+36,690
15
$19.3M 1.49%
44,305
-11,100
16
$17.7M 1.37%
673,571
-80,629
17
$15.2M 1.18%
1,756,757
-16,193
18
$10.9M 0.84%
65,620
19
$10.7M 0.82%
431,024
-5,568
20
$10.6M 0.82%
612,600
+13,700
21
$9.6M 0.74%
2,330,504
-25,778
22
$9.04M 0.7%
4,473,967
+476,141
23
$7.79M 0.6%
6,774,541
+1,289,328
24
$4.28M 0.33%
166,069
25
$4.11M 0.32%
111,717
-11,969
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