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
1
$5.54M 5.92%
250,188
+67,188
2
$5.49M 5.87%
41,227
+4,852
3
$5.17M 5.53%
16,257
-1,261
4
$4.97M 5.32%
10,185
-3,607
5
$4.83M 5.17%
21,017
+1,875
6
$4.57M 4.89%
37,764
+29,627
7
$4.45M 4.76%
156,029
+142,814
8
$4.36M 4.66%
124,830
-289,875
9
$4.25M 4.54%
30,752
+1,871
10
$3.9M 4.17%
103,302
+55,102
11
$3.69M 3.95%
21,314
-11,292
12
$3.44M 3.67%
114,130
+31,330
13
$3.42M 3.66%
131,500
-30,537
14
$2.52M 2.7%
+8,850
15
$2.48M 2.66%
195,557
-1,950
16
$2.43M 2.6%
12,096
-939
17
$2.43M 2.59%
+38,160
18
$2.41M 2.58%
+9,995
19
$2.34M 2.5%
+29,484
20
$1.83M 1.95%
14,439
-2,478
21
$1.42M 1.51%
39,450
+700
22
$1.3M 1.39%
54,542
+13,242
23
$1.22M 1.31%
19,778
+5,318
24
$1.16M 1.24%
5,737
+1,715
25
$1.07M 1.15%
7,454
+1,869
1
2 3