KAM

Karani Asset Management Portfolio holdings

AUM $114M
1-Year Est. Return 30.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$214K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.2M
3
+$3.14M
4
JPM icon
JPMorgan Chase
JPM
+$2.45M
5
ADI icon
Analog Devices
ADI
+$1.54M

Top Sells

1
+$5.35M
2
+$3.79M
3
+$2.54M
4
AMAT icon
Applied Materials
AMAT
+$2.02M
5
TXN icon
Texas Instruments
TXN
+$1.99M

Sector Composition

1 Technology 50.68%
2 Financials 17.81%
3 Industrials 13.45%
4 Communication Services 7.6%
5 Materials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNPS icon
26
Synopsys
SNPS
$89B
$1.22M 1.07%
+3,069
IVV icon
27
iShares Core S&P 500 ETF
IVV
$833B
$997K 0.87%
1,527
+3
LLY icon
28
Eli Lilly
LLY
$1.01T
$947K 0.83%
1,030
-104
MRK icon
29
Merck
MRK
$298B
$943K 0.83%
7,836
-2,384
CRM icon
30
Salesforce
CRM
$152B
$836K 0.73%
4,479
+1,806
DAL icon
31
Delta Air Lines
DAL
$52.2B
$782K 0.68%
+11,768
BSX icon
32
Boston Scientific
BSX
$72.2B
$762K 0.67%
+12,146
ADSK icon
33
Autodesk
ADSK
$48.6B
$674K 0.59%
+2,814
CSCO icon
34
Cisco
CSCO
$479B
$660K 0.58%
+8,500
PG icon
35
Procter & Gamble
PG
$341B
$638K 0.56%
+4,418
GEV icon
36
GE Vernova
GEV
$251B
$632K 0.55%
+724
ROP icon
37
Roper Technologies
ROP
$33.5B
$615K 0.54%
1,737
+447
BKR icon
38
Baker Hughes
BKR
$62.1B
$575K 0.5%
+9,420
JNJ icon
39
Johnson & Johnson
JNJ
$560B
$518K 0.45%
+2,119
SLB icon
40
SLB Ltd
SLB
$82B
$500K 0.44%
+9,728
ADBE icon
41
Adobe
ADBE
$102B
$421K 0.37%
+1,733
TRV icon
42
Travelers Companies
TRV
$64.5B
$418K 0.37%
+1,433
SYK icon
43
Stryker
SYK
$117B
$410K 0.36%
+1,247
MSI icon
44
Motorola Solutions
MSI
$68.1B
$403K 0.35%
+928
CL icon
45
Colgate-Palmolive
CL
$70.9B
$402K 0.35%
+4,716
NOW icon
46
ServiceNow
NOW
$116B
$398K 0.35%
+3,804
FDS icon
47
Factset
FDS
$9.31B
$383K 0.34%
+1,767
NVO
48
Novo Nordisk
NVO
$190B
$357K 0.31%
9,710
-19,630
NKE icon
49
Nike
NKE
$63.6B
$354K 0.31%
+6,705
LULU icon
50
lululemon athletica
LULU
$13B
$351K 0.31%
+2,294
1
2
3