KAM

Karani Asset Management Portfolio holdings

AUM $114M
1-Year Est. Return 26.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$2.71M
3
+$728K
4
BLK icon
Blackrock
BLK
+$462K
5
MSFT icon
Microsoft
MSFT
+$341K

Top Sells

1
+$4.25M
2
+$4.13M
3
+$3.37M
4
ZS icon
Zscaler
ZS
+$3.18M
5
NVDA icon
NVIDIA
NVDA
+$3.17M

Sector Composition

1 Technology 49.58%
2 Financials 18.84%
3 Healthcare 14.93%
4 Consumer Staples 5.36%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$868K 0.8%
15,133
-7,647
27
$754K 0.7%
14,191
+6,816
28
$690K 0.64%
4,616
-17,965
29
$564K 0.52%
5,180
-2,560
30
$529K 0.49%
21,343
-150,263
31
$432K 0.4%
+710
32
$388K 0.36%
2,071
-1,047
33
$192K 0.18%
741
-368
34
$166K 0.15%
6,000
35
$61K 0.06%
715
36
– –
-24,199
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