PAI

Palo Alto Investors Portfolio holdings

AUM $718M
1-Year Est. Return 67.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
-$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$4.7M
3
+$3.54M
4
DNLI icon
Denali Therapeutics
DNLI
+$3.38M
5
RARE icon
Ultragenyx Pharmaceutical
RARE
+$1.76M

Top Sells

1
+$13.4M
2
+$11.2M
3
+$9.33M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.88M
5
SLRN
ACELYRIN
SLRN
+$4.43M

Sector Composition

1 Healthcare 98.54%
2 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87.1M 18.52%
865,113
-122,040
2
$55.3M 11.76%
2,563,209
-100,716
3
$46.2M 9.83%
840,470
-150,737
4
$32.1M 6.84%
5,610,513
-1,734,489
5
$27.4M 5.84%
95,482
-9,746
6
$25.8M 5.5%
205,759
+836
7
$24.6M 5.24%
75,535
-7,953
8
$19.9M 4.22%
406,469
+2,273
9
$18M 3.84%
812,821
-207,892
10
$17.1M 3.64%
962,396
-39,665
11
$13.3M 2.83%
791,879
+266,862
12
$8.94M 1.9%
268,783
-7,795
13
$7.74M 1.65%
1,274,753
-384,981
14
$7.72M 1.64%
+145,691
15
$7.15M 1.52%
37,772
16
$7.06M 1.5%
5,739,013
-537,880
17
$6.86M 1.46%
1,577,850
-106,486
18
$6.32M 1.35%
221,021
-492
19
$5.9M 1.26%
3,429,329
+218,015
20
$4.16M 0.89%
444,367
21
$3.38M 0.72%
+118,886
22
$3.35M 0.71%
+239,809
23
$3.29M 0.7%
64,700
24
$3.09M 0.66%
39,473
25
$2.88M 0.61%
1,246,033
-173,435
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