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
$1.15B
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1 +$22.7K

Top Sells

1 +$8.08M
2 +$6.48M
3 +$4.31M
4
STAA icon
STAAR Surgical
STAA
+$2.16M
5
ALKS icon
Alkermes
ALKS
+$2.09M

Sector Composition

1 Healthcare 98.64%
2 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$171M 14.89%
2,061,373
-78,241
2
$150M 13.04%
634,806
-18,273
3
$122M 10.67%
494,397
4
$115M 10.04%
5,840,398
-40,901
5
$106M 9.22%
9,847,774
-55,987
6
$78.5M 6.84%
1,106,567
-30,401
7
$73.6M 6.42%
360,981
8
$60.9M 5.31%
4,405,039
-10,650
9
$45.7M 3.98%
1,681,477
10
$27.5M 2.4%
851,409
-310
11
$27.2M 2.37%
2,491,200
12
$25.4M 2.21%
374,769
13
$23.6M 2.06%
1,678,196
-573,638
14
$18M 1.57%
603,400
-70,171
15
$15.4M 1.35%
1,654,693
+2,433
16
$14.7M 1.28%
1,750,651
-6,106
17
$11.8M 1.03%
612,600
18
$10.5M 0.91%
44,305
19
$9.96M 0.87%
6,774,541
20
$8.75M 0.76%
431,024
21
$8.05M 0.7%
4,473,967
22
$5.64M 0.49%
2,330,504
23
$5.43M 0.47%
65,620
24
$4.39M 0.38%
111,717
25
$4.02M 0.35%
166,069