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
$94.5M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.22M
3
+$1.19M
4
V icon
Visa
V
+$924K
5
ADSK icon
Autodesk
ADSK
+$668K

Top Sells

1
+$1.68M
2
+$1.44M
3
+$1.33M
4
MA icon
Mastercard
MA
+$1.29M
5
COST icon
Costco
COST
+$1.17M

Sector Composition

1 Technology 36.7%
2 Financials 24.32%
3 Industrials 10.72%
4 Communication Services 5.5%
5 Healthcare 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 1.2%
12,605
-29
27
$1.08M 1.14%
1,924
-589
28
$959K 1.02%
1,512
-811
29
$668K 0.71%
+2,552
30
$608K 0.64%
+6,494
31
$599K 0.63%
+725
32
$593K 0.63%
2,416
-584
33
$415K 0.44%
+610
34
$408K 0.43%
2,810
-1,014
35
$405K 0.43%
+5,566
36
$342K 0.36%
+797
37
$301K 0.32%
+4,876
38
$298K 0.32%
+527
39
$253K 0.27%
+894
40
$101K 0.11%
300
-140
41
$62.2K 0.07%
+108
1
2