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
$99.1M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$525K
3
+$412K
4
AAPL icon
Apple
AAPL
+$402K
5
DE icon
Deere & Co
DE
+$392K

Top Sells

1
+$2.08M
2
+$1.39M
3
+$1.21M
4
HUBS icon
HubSpot
HUBS
+$1.17M
5
MDB icon
MongoDB
MDB
+$816K

Sector Composition

1 Technology 50.54%
2 Financials 14.42%
3 Healthcare 12.51%
4 Consumer Discretionary 7.53%
5 Industrials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$826K 0.83%
6,901
+1,286
27
$463K 0.47%
3,616
+1
28
$417K 0.42%
2,485
-2,594
29
$412K 0.42%
+3,621
30
$207K 0.21%
4,486
-4,313
31
$207K 0.21%
503
-1,986
32
$1.51K ﹤0.01%
2,748
-40,610
33
– –
-349
34
– –
-13,779
35
– –
-1,869
36
– –
-5,291
37
– –
-3,421
38
– –
-904
1
2