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
$99.1M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$525K
3
+$412K
4
AAPL icon
Apple
AAPL
+$402K
5
DE icon
Deere & Co
DE
+$392K

Top Sells

1
+$2.08M
2
+$1.39M
3
+$1.21M
4
HUBS icon
HubSpot
HUBS
+$1.17M
5
MDB icon
MongoDB
MDB
+$816K

Sector Composition

1 Technology 50.54%
2 Financials 14.42%
3 Healthcare 12.51%
4 Consumer Discretionary 7.53%
5 Industrials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.75M 7.82%
14,573
-2,191
2
$5.77M 5.82%
136,400
-32,960
3
$5.49M 5.54%
7,645
-230
4
$5.15M 5.2%
12,714
+967
5
$5.09M 5.13%
26,245
+2,071
6
$4.77M 4.81%
9,752
+273
7
$4.74M 4.78%
69,510
+3,290
8
$4.6M 4.64%
19,631
-5,159
9
$4.18M 4.21%
272,531
-135,446
10
$4.05M 4.08%
8,838
+163
11
$4.03M 4.07%
51,907
+2,526
12
$4.02M 4.05%
49,660
13
$3.8M 3.83%
7,057
-5
14
$3.77M 3.8%
20,915
-295
15
$3.7M 3.73%
32,289
-4
16
$3.41M 3.44%
60,851
-5,195
17
$3.4M 3.43%
19,506
+1,689
18
$3.11M 3.14%
9,143
+536
19
$2.97M 3%
468
-76
20
$2.9M 2.92%
15,245
-471
21
$2.75M 2.77%
1,987
-123
22
$2.73M 2.75%
41,921
-3,893
23
$1.81M 1.83%
82,103
-13,566
24
$1.39M 1.41%
+8,500
25
$1.23M 1.25%
2,197
+934
1
2