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
$85.8M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.8M
3
+$1.32M
4
TEAM icon
Atlassian
TEAM
+$392K
5
FRC
First Republic Bank
FRC
+$271K

Top Sells

1
+$1.81M
2
+$1.6M
3
+$1.58M
4
TWLO icon
Twilio
TWLO
+$1.48M
5
DE icon
Deere & Co
DE
+$1.48M

Sector Composition

1 Technology 43.35%
2 Healthcare 15.68%
3 Financials 15.68%
4 Consumer Discretionary 7.62%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.58M 6.51%
7,740
-2,185
2
$5.54M 6.46%
84,386
-20,626
3
$5.04M 5.87%
11,748
-3,456
4
$4.85M 5.65%
16,770
-4,324
5
$4.15M 4.84%
61,344
-23,700
6
$3.98M 4.64%
24,754
-8,640
7
$3.77M 4.39%
257,750
-26,800
8
$3.71M 4.33%
15,628
-4,538
9
$3.55M 4.14%
21,516
-5,013
10
$3.37M 3.93%
8,668
-40
11
$3.3M 3.84%
27,054
+2,225
12
$3.22M 3.76%
7,064
-3,969
13
$3.14M 3.66%
24,190
-5,933
14
$3.1M 3.62%
23,964
+10,178
15
$3.07M 3.58%
66,080
-10,027
16
$2.81M 3.27%
8,339
-2,225
17
$2.68M 3.13%
2,037
-667
18
$2.62M 3.05%
408,002
+280,196
19
$2.51M 2.93%
+544
20
$2.25M 2.62%
49,348
+4,341
21
$2.14M 2.49%
45,319
-7,896
22
$1.83M 2.14%
38,530
-29,887
23
$1.47M 1.71%
11,913
-3,695
24
$1.42M 1.65%
102,937
-29,346
25
$1.06M 1.23%
4,406
-39
1
2