KAM
Karani Asset Management Portfolio holdings
AUM
$114M
1-Year Est. Return
26.72%
This Fund
S&P 500
1 Year Est. Return
+26.72%
AUM
$114M
AUM Growth
-$3.09M
(-2.6%)
Holding
38
Top Buys
| 1 | +$4.04M | |
| 2 | +$2.47M | |
| 3 | +$1.48M | |
| 4 |
Deere & Co
DE
|
+$1.07M |
| 5 |
Intuit
INTU
|
+$662K |
Top Sells
| 1 | +$5.42M | |
| 2 | +$4.77M | |
| 3 | +$2.63M | |
| 4 |
NVIDIA
NVDA
|
+$2.58M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.08M |
Sector Composition
| 1 | Technology | 45.62% |
| 2 | Financials | 21.41% |
| 3 | Industrials | 14.91% |
| 4 | Communication Services | 8.6% |
| 5 | Healthcare | 3.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Fair Isaac
FICO
$35B
| $719K | 0.63% |
425
-2
|
|
||
27
Salesforce
CRM
$189B
| $708K | 0.62% |
2,673
-12
|
|
||
28
United Rentals
URI
$51B
| $704K | 0.62% |
870
-2
|
|
||
29
Cadence Design Systems
CDNS
$81.9B
| $691K | 0.61% |
2,212
-8,056
|
|
||
30
JPMorgan Chase
JPM
$781B
| $650K | 0.57% |
2,016
|
|
||
31
Costco
COST
$443B
| $620K | 0.54% |
719
-2
|
|
||
32
Roper Technologies
ROP
$37.8B
| $574K | 0.5% |
1,290
-5
|
|
||
33
Netflix
NFLX
$418B
| $505K | 0.44% |
5,390
-60
|
|
||
34
Invesco S&P 500 Equal Weight ETF
RSP
$87.5B
| $220K | 0.19% |
1,149
-249
|
|
||
35
Trane Technologies
TT
$93.7B
| $77.8K | 0.07% |
200
|
|
||
36
KKR & Co
KKR
$81.4B
| – | – |
-36,711
|
|
||
37
Pultegroup
PHM
$24.6B
| – | – |
-41,026
|
|
||
38
State Street SPDR S&P 500 ETF Trust
SPY
$681B
| – | – |
0
|
|