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
$149M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$5.01M
3
+$4.71M
4
DAY icon
Dayforce
DAY
+$3.5M
5
ZM icon
Zoom
ZM
+$1.76M

Top Sells

1
+$10.4M
2
+$4.24M
3
+$3.9M
4
DAL icon
Delta Air Lines
DAL
+$3.7M
5
SHAK icon
Shake Shack
SHAK
+$1.73M

Sector Composition

1 Technology 48.18%
2 Consumer Discretionary 15.36%
3 Healthcare 12.09%
4 Financials 7.13%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.98%
108,520
-23,160
27
$1.45M 0.97%
36,701
+30,527
28
$1.41M 0.95%
39,200
29
$1.32M 0.88%
9,351
-2,976
30
$1.24M 0.83%
5,749
-895
31
$1.19M 0.8%
4,542
+963
32
$1.19M 0.79%
11,115
+3,107
33
$1.16M 0.78%
3,519
+1,513
34
$1.06M 0.71%
14,480
+1,800
35
$1.05M 0.71%
3,837
+3,209
36
$995K 0.67%
24,260
+3,253
37
$928K 0.62%
34,544
+29,796
38
$908K 0.61%
29,698
-120,854
39
$718K 0.48%
9,533
+7,269
40
$686K 0.46%
18,283
+3,230
41
$677K 0.45%
3,723
-2,995
42
$669K 0.45%
2,437
-3,137
43
$657K 0.44%
2,112
-103
44
$655K 0.44%
3,116
-2,201
45
$624K 0.42%
2,697
+1,957
46
$521K 0.35%
+3,673
47
$500K 0.34%
+22,597
48
$434K 0.29%
18,425
-31,120
49
$370K 0.25%
+2,290
50
$298K 0.2%
11,211
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