KAM

Karani Asset Management Portfolio holdings

AUM $114M
1-Year Est. Return 26.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.62M
3
+$1.21M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$986K

Top Sells

1
+$3.66M
2
+$2.41M
3
+$1.95M
4
DE icon
Deere & Co
DE
+$1.56M
5
COST icon
Costco
COST
+$997K

Sector Composition

1 Technology 44.69%
2 Financials 28.18%
3 Industrials 9.27%
4 Communication Services 5.78%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$943K 0.91%
+1,941
27
$906K 0.88%
11,441
-1,164
28
$706K 0.68%
+386
29
$678K 0.66%
+4,179
30
$677K 0.66%
+2,484
31
$672K 0.65%
+1,185
32
$584K 0.57%
2,016
-400
33
$366K 0.35%
370
-1,003
34
$344K 0.33%
+1,336
35
$337K 0.33%
+2,520
36
$324K 0.31%
311
-891
37
$268K 0.26%
3,856
-1,020
38
$87.5K 0.08%
200
-100
39
$36.9K 0.04%
5
-272
40
– –
-6,494
41
– –
-28,548
42
– –
-894
43
– –
-108
44
– –
-527
45
– –
-14,146
46
– –
-2,552
47
– –
-1,512
48
– –
-797
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