PAI

Palo Alto Investors Portfolio holdings

AUM $654M
1-Year Est. Return 77.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+77.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$540M
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$11.4M
3
+$9.89M
4
RARE icon
Ultragenyx Pharmaceutical
RARE
+$9.62M
5
IRON icon
Disc Medicine
IRON
+$4.68M

Top Sells

1
+$45.7M
2
+$17.6M
3
+$13.3M
4
UTHR icon
United Therapeutics
UTHR
+$12.5M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$4.94M

Sector Composition

1 Healthcare 98.77%
2 Financials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.8M 13.11%
491,805
-373,308
2
$52.9M 9.8%
862,613
+456,144
3
$52.6M 9.74%
2,466,684
-96,525
4
$42.3M 7.83%
5,367,798
-242,715
5
$40.8M 7.56%
754,007
-86,463
6
$26M 4.81%
185,661
-20,098
7
$24.4M 4.51%
58,186
-37,296
8
$20.6M 3.82%
673,520
-139,301
9
$16.5M 3.06%
7,618,132
+4,188,803
10
$16.2M 3%
1,256,159
+293,763
11
$16M 2.96%
1,262,674
+997,698
12
$14.8M 2.74%
224,300
+78,609
13
$14.7M 2.73%
32,320
-43,215
14
$14.4M 2.66%
5,464,349
-274,664
15
$12.9M 2.39%
1,324,028
+49,275
16
$11.1M 2.06%
369,531
+320,781
17
$10.7M 1.97%
265,497
-3,286
18
$10.1M 1.86%
654,930
+210,563
19
$6.66M 1.23%
1,544,619
-33,231
20
$5.92M 1.1%
408,006
+168,197
21
$5.73M 1.06%
45,735
+7,963
22
$5.52M 1.02%
183,938
-37,083
23
$4.79M 0.89%
109,831
-9,055
24
$4.74M 0.88%
64,700
25
$4.6M 0.85%
+316,204
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