KAM
Karani Asset Management Portfolio holdings
AUM $94.5M
AUM
$94.5M
AUM Growth
-$12.7M (-12%)
Cap. Flow
-$1.48M
Cap. Flow % of AUM
-1.57%
Top 10 Holdings %Top 10 Hldgs %
52.69%
Holding
41
New
13
Increased
4
Reduced
24
Closed
–
Top Buys
| 1 | $2.95M | |
| 2 | $2.41M | |
| 3 | $1.22M | |
| 4 | $1.19M | |
| 5 | $924K |
Top Sells
| 1 | $1.68M | |
| 2 | $1.44M | |
| 3 | $1.33M | |
| 4 | $1.29M | |
| 5 | $1.17M |
Sector Composition
| 1 | Technology | 36.7% |
| 2 | Financials | 24.32% |
| 3 | Industrials | 10.72% |
| 4 | Communication Services | 5.5% |
| 5 | Healthcare | 5.1% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.13M | 1.2% | 12,605 -29 | -0.2% | -$2.6K | |||
| $1.08M | 1.14% | 1,924 -589 | -23% | -$331K | |||
| $959K | 1.02% | 1,512 -811 | -35% | -$514K | |||
| $668K | 0.71% | 2,552 | New | +$668K | |||
| $608K | 0.64% | 6,494 | New | +$608K | |||
| $599K | 0.63% | 725 | New | +$599K | |||
| $593K | 0.63% | 2,416 -584 | -19% | -$143K | |||
| $415K | 0.44% | 610 | New | +$415K | |||
| $408K | 0.43% | 2,810 -1,014 | -27% | -$147K | |||
| $405K | 0.43% | 5,566 | New | +$405K | |||
| $342K | 0.36% | 797 | New | +$342K | |||
| $301K | 0.32% | 4,876 | New | +$301K | |||
| $298K | 0.32% | 527 | New | +$298K | |||
| $253K | 0.27% | 894 | New | +$253K | |||
| $101K | 0.11% | 300 -140 | -32% | -$47.2K | |||
| $62.2K | 0.07% | 108 | New | +$62.2K |
