KAM
Karani Asset Management Portfolio holdings
AUM
$103M
This Quarter Return
+19.63%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.57%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Tesla
TSLA
|
$11.6M |
| 2 |
Air Lease Corp
AL
|
$8.7M |
| 3 |
Trupanion
TRUP
|
$6.07M |
| 4 |
Adobe
ADBE
|
$5.78M |
| 5 |
HubSpot
HUBS
|
$5.77M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Comcast
CMCSA
$125B
| $225K | 0.21% |
+5,000
| New | +$225K |
|
52
Insight Enterprises
NSIT
$4.1B
| $170K | 0.16% |
+2,416
| New | +$170K |
|
53
Insperity
NSP
$2.08B
| $152K | 0.14% |
+1,770
| New | +$152K |
|
|
BOCH
54
DELISTED
Bank of Commerce Holdings (CA)
BOCH
| $116K | 0.11% |
+10,000
| New | +$116K |
|
|
SFE
55
DELISTED
Safeguard Scientifics, Inc.
SFE
| $115K | 0.11% |
+10,500
| New | +$115K |
|
56
Exxon Mobil
XOM
$487B
| $50K | 0.05% |
+715
| New | +$50K |
|
|
XEC
57
DELISTED
CIMAREX ENERGY CO
XEC
| $49K | 0.05% |
+925
| New | +$49K |
|