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
$202M
AUM Growth
-$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$7.78M
2 +$5.09M
3 +$3.48M
4
RLI icon
RLI Corp
RLI
+$3.45M
5
DOCU icon
DocuSign
DOCU
+$2.54M

Top Sells

1 +$5.99M
2 +$5.84M
3 +$4.84M
4
HCAT icon
Health Catalyst
HCAT
+$4.37M
5
MA icon
Mastercard
MA
+$3.67M

Sector Composition

1 Technology 65.36%
2 Healthcare 10.59%
3 Financials 8.2%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,540