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
$93.6M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.59M
3
+$2.52M
4
AAPL icon
Apple
AAPL
+$2.43M
5
MA icon
Mastercard
MA
+$2.41M

Top Sells

1
+$10.1M
2
+$3.89M
3
+$1.96M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.76M
5
ZS icon
Zscaler
ZS
+$1.17M

Sector Composition

1 Technology 38.96%
2 Industrials 16.77%
3 Consumer Discretionary 12.26%
4 Healthcare 9.07%
5 Financials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 1.08%
9,174
+1,816
27
$985K 1.05%
10,659
-1,204
28
$942K 1.01%
46,565
+9,175
29
$939K 1%
4,430
-1,514
30
$896K 0.96%
5,679
+672
31
$806K 0.86%
122,240
+36,680
32
$707K 0.76%
4,236
+1,977
33
$650K 0.69%
+10,104
34
$645K 0.69%
11,100
+3,940
35
$604K 0.65%
4,107
+1,584
36
$536K 0.57%
15,053
-5,057
37
$519K 0.55%
2,736
+1,039
38
$401K 0.43%
6,585
-19,141
39
$376K 0.4%
7,511
+3,699
40
$366K 0.39%
2,669
-7,556
41
$332K 0.35%
9,242
-3,284
42
$320K 0.34%
3,625
-3,829
43
$298K 0.32%
4,652
-8,860
44
$281K 0.3%
2,223
-553
45
$266K 0.28%
11,211
-1,962
46
$262K 0.28%
12,500
47
$208K 0.22%
9,000
48
$131K 0.14%
+1,182
49
$126K 0.13%
3,000
50
$79K 0.08%
10,000
1
2
3