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
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$8.7M
3 +$6.07M
4
ADBE icon
Adobe
ADBE
+$5.78M
5
HUBS icon
HubSpot
HUBS
+$5.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30%
2 Consumer Discretionary 19.38%
3 Industrials 14.88%
4 Financials 10.05%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$225K 0.21%
+5,000
52
$170K 0.16%
+2,416
53
$152K 0.14%
+1,770
54
$116K 0.11%
+10,000
55
$115K 0.11%
+10,500
56
$50K 0.05%
+715
57
$49K 0.05%
+925