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
$1.11B
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$17.1M
3
+$10.3M
4
VERV
Verve Therapeutics
VERV
+$8.03M
5
NVRO
NEVRO CORP.
NVRO
+$7.82M

Top Sells

1
+$39.6M
2
+$31.8M
3
+$11.7M
4
FOLD icon
Amicus Therapeutics
FOLD
+$2.13M
5
NVCR icon
NovoCure
NVCR
+$1.47M

Sector Composition

1 Healthcare 97.85%
2 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$171M 15.39%
5,511,721
-377,770
2
$147M 13.26%
10,373,715
-150,307
3
$145M 13.04%
1,500,749
-330,286
4
$98.4M 8.87%
380,417
-865
5
$87M 7.84%
395,784
-180,123
6
$75.4M 6.8%
2,409,556
+3,763
7
$60.3M 5.44%
1,660,057
+2,599
8
$46M 4.15%
5,237,284
+8,675
9
$43M 3.87%
1,376,950
+2,128
10
$29.6M 2.66%
+154,437
11
$23.9M 2.15%
2,739,379
12
$21.5M 1.94%
991,525
-14,251
13
$19.4M 1.75%
200,905
+106,875
14
$17.1M 1.54%
+2,106,792
15
$16.7M 1.51%
603,400
16
$16.1M 1.45%
750,371
+363,539
17
$15.3M 1.38%
55,705
18
$14.7M 1.33%
686,882
+255,658
19
$10.2M 0.92%
472,600
20
$9.33M 0.84%
111,717
21
$8.39M 0.76%
561,908
-98,367
22
$8.03M 0.72%
+575,817
23
$6.53M 0.59%
5,958,888
-571,400
24
$4.6M 0.41%
+166,667
25
$4.41M 0.4%
340,146
-38,246
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