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
$887M
AUM Growth
-$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.91M
3
+$4.23M
4
NUVB icon
Nuvation Bio
NUVB
+$2.81M
5
ANAB icon
AnaptysBio
ANAB
+$2.55M

Top Sells

1
+$32M
2
+$29.5M
3
+$29.4M
4
BIIB icon
Biogen
BIIB
+$19.5M
5
FOLD icon
Amicus Therapeutics
FOLD
+$12.1M

Sector Composition

1 Healthcare 98.15%
2 Financials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$120M 13.53%
4,423,369
-1,088,352
2
$110M 12.41%
9,344,102
-1,029,613
3
$99.1M 11.18%
1,134,569
-366,180
4
$62.5M 7.05%
289,958
-90,459
5
$61.5M 6.94%
267,759
-128,025
6
$52.8M 5.96%
1,379,590
+2,640
7
$44.7M 5.04%
2,414,943
+5,387
8
$41.2M 4.65%
1,663,448
+3,391
9
$31.3M 3.53%
2,112,811
+6,019
10
$27.3M 3.08%
182,766
+28,329
11
$26.1M 2.94%
201,265
+360
12
$25.8M 2.91%
5,248,004
+10,720
13
$18.8M 2.13%
1,005,776
+14,251
14
$18M 2.03%
799,906
+113,024
15
$16.4M 1.85%
2,715,681
-23,698
16
$16.1M 1.82%
49,105
-6,600
17
$13.4M 1.51%
495,592
-107,808
18
$11.6M 1.31%
+1,715,180
19
$10.8M 1.22%
750,371
20
$9.64M 1.09%
405,193
-67,407
21
$8.78M 0.99%
561,908
22
$7.83M 0.88%
111,717
23
$7.7M 0.87%
340,146
24
$7.65M 0.86%
575,817
25
$7.54M 0.85%
6,391,775
+432,887
1
2