KAM

Karani Asset Management Portfolio holdings

AUM $117M
1-Year Est. Return 16.98%
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.4M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.22M
3
+$879K
4
JPM icon
JPMorgan Chase
JPM
+$580K
5
NUE icon
Nucor
NUE
+$212K

Top Sells

1
+$4.18M
2
+$3.17M
3
+$2.68M
4
NVO icon
Novo Nordisk
NVO
+$2.3M
5
ADBE icon
Adobe
ADBE
+$2.19M

Sector Composition

1 Technology 41.89%
2 Financials 15.97%
3 Healthcare 12.73%
4 Consumer Discretionary 6.73%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 1.52%
1,891
-306
27
$580K 0.84%
+4,000
28
$419K 0.6%
3,052
-564
29
$321K 0.46%
3,122
-499
30
$297K 0.43%
16,232
-65,871
31
$210K 0.3%
+1,500
32
$185K 0.27%
917
-1,568
33
$183K 0.26%
+900
34
$158K 0.23%
+1,536
35
$134K 0.19%
+660
36
– –
-503
37
– –
-272,531
38
– –
-4,486
39
– –
-2,748
1
2