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
$1.24B
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.8M
3
+$4.73M
4
STAA icon
STAAR Surgical
STAA
+$1.45M
5
RLMD icon
Relmada Therapeutics
RLMD
+$468K

Top Sells

1
+$9.42M
2
+$1.05M
3
+$1.05M
4
PRTA icon
Prothena Corp
PRTA
+$431K
5
PKBO
Peak Bio, Inc. Common Stock
PKBO
+$314K

Sector Composition

1 Healthcare 98.22%
2 Financials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$159M 12.82%
1,831,035
2
$139M 11.19%
627,514
3
$132M 10.69%
5,228,609
-41,600
4
$132M 10.68%
10,524,022
5
$124M 10.04%
5,889,491
6
$113M 9.14%
1,657,458
-6,319
7
$109M 8.77%
381,282
8
$72.3M 5.84%
1,374,822
+27,500
9
$57.6M 4.65%
2,405,793
10
$40.4M 3.27%
859,517
11
$26.4M 2.13%
74,605
12
$24M 1.94%
578,118
+545,328
13
$22M 1.78%
2,739,379
+50,000
14
$18.9M 1.53%
603,400
15
$12.8M 1.04%
612,600
16
$10.8M 0.87%
+94,030
17
$10.2M 0.82%
378,392
18
$8.77M 0.71%
431,224
19
$4.73M 0.38%
+186,259
20
$4.16M 0.34%
3,465,152
21
$3.64M 0.29%
111,717
22
$2.55M 0.21%
166,069
23
$2.14M 0.17%
324,073
-158,624
24
$1.8M 0.15%
732,400
+190,300
25
$1.67M 0.14%
64,700
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