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
$93.6M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$4.07M
3
+$3.26M
4
GWRE icon
Guidewire Software
GWRE
+$3.08M
5
MA icon
Mastercard
MA
+$2.97M

Top Sells

1
+$12M
2
+$3.89M
3
+$1.87M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.49M
5
TEAM icon
Atlassian
TEAM
+$1.06M

Sector Composition

1 Technology 38.96%
2 Industrials 16.77%
3 Consumer Discretionary 12.26%
4 Healthcare 9.07%
5 Financials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$76K 0.08%
580
-1,090
52
$58K 0.06%
10,500
53
$27K 0.03%
715
54
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-17,175
55
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-6,567
56
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-5,000
57
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-9,528
58
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-3,151
59
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-2,416
60
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-1,770
61
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62
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-22,041
63
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-925
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3