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

Top Buys

1
+$4.07M
2
+$3.59M
3
+$2.52M
4
AAPL icon
Apple
AAPL
+$2.43M
5
MA icon
Mastercard
MA
+$2.41M

Top Sells

1
+$10.1M
2
+$3.89M
3
+$1.96M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.76M
5
ZS icon
Zscaler
ZS
+$1.17M

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
– –
-17,175
55
– –
-6,567
56
– –
-5,000
57
– –
-9,528
58
– –
-3,151
59
– –
-2,416
60
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-1,770
61
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-3,501
62
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-22,041
63
– –
-925
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3