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
$170M
AUM Growth
+$690K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$5.5M
2 +$5.37M
3 +$4.18M
4
COST icon
Costco
COST
+$2.56M
5
CDNS icon
Cadence Design Systems
CDNS
+$1.96M

Top Sells

1 +$5.77M
2 +$4.1M
3 +$4.02M
4
RNR icon
RenaissanceRe
RNR
+$3.63M
5
WORK
Slack Technologies, Inc.
WORK
+$1.75M

Sector Composition

1 Technology 53.94%
2 Healthcare 11.06%
3 Consumer Discretionary 8.81%
4 Energy 7.08%
5 Consumer Staples 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-29,202
52
-41,548