KAM
Karani Asset Management Portfolio holdings
AUM
$103M
This Quarter Return
+0.8%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.8%
Holding
28
New
28
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$7.21M |
| 2 |
RLI Corp
RLI
|
$7.2M |
| 3 |
Apple
AAPL
|
$7.02M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$7.02M |
| 5 |
Deere & Co
DE
|
$6.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 38.54% |
| 2 | Financials | 24.63% |
| 3 | Industrials | 10.15% |
| 4 | Communication Services | 6.55% |
| 5 | Consumer Discretionary | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
JPMorgan Chase
JPM
$829B
| $719K | 0.67% |
+3,000
| New | +$719K |
|
27
Applied Materials
AMAT
$128B
| $622K | 0.58% |
+3,824
| New | +$622K |
|
28
Trane Technologies
TT
$92.5B
| $163K | 0.15% |
+440
| New | +$163K |
|