KAM

Karani Asset Management Portfolio holdings

AUM $103M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.7M
3
+$6.07M
4
ADBE icon
Adobe
ADBE
+$5.78M
5
HUBS icon
HubSpot
HUBS
+$5.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30%
2 Consumer Discretionary 19.38%
3 Industrials 14.88%
4 Financials 10.05%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.93%
+5,944
27
$986K 0.91%
+7,358
28
$917K 0.85%
+12,526
29
$908K 0.84%
+5,585
30
$901K 0.84%
+7,454
31
$879K 0.82%
+11,863
32
$798K 0.74%
+37,390
33
$790K 0.73%
+5,007
34
$773K 0.72%
+13,215
35
$706K 0.65%
+22,041
36
$529K 0.49%
+2,523
37
$503K 0.47%
+85,560
38
$480K 0.45%
+7,160
39
$464K 0.43%
+2,259
40
$455K 0.42%
+6,567
41
$416K 0.39%
+2,776
42
$407K 0.38%
+13,173
43
$393K 0.36%
+1,697
44
$368K 0.34%
+3,501
45
$349K 0.32%
+3,151
46
$337K 0.31%
+12,500
47
$283K 0.26%
+9,000
48
$259K 0.24%
+3,812
49
$244K 0.23%
+1,670
50
$240K 0.22%
+3,000
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