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
$85.8M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.8M
3
+$1.32M
4
TEAM icon
Atlassian
TEAM
+$392K
5
FRC
First Republic Bank
FRC
+$271K

Top Sells

1
+$1.81M
2
+$1.6M
3
+$1.58M
4
TWLO icon
Twilio
TWLO
+$1.48M
5
DE icon
Deere & Co
DE
+$1.48M

Sector Composition

1 Technology 43.35%
2 Healthcare 15.68%
3 Financials 15.68%
4 Consumer Discretionary 7.62%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$979K 1.14%
7,611
+3,048
27
$497K 0.58%
8,799
-14,153
28
$495K 0.58%
5,615
-4,661
29
$495K 0.58%
3,734
-4,760
30
$491K 0.57%
3,421
+931
31
$490K 0.57%
1,263
-869
32
$490K 0.57%
2,489
+1,262
33
$480K 0.56%
10,574
-6,397
34
$429K 0.5%
13,779
-118
35
$325K 0.38%
459
-145
36
$309K 0.36%
3,615
-30
37
$133K 0.16%
1,190
-11
38
– –
-7,018
39
– –
-6,000
40
– –
-21,461
41
– –
-715
42
– –
-1,771
1
2