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
$69.4M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.22M
3
+$879K
4
JPM icon
JPMorgan Chase
JPM
+$580K
5
NUE icon
Nucor
NUE
+$212K

Top Sells

1
+$4.18M
2
+$3.17M
3
+$2.68M
4
NVO icon
Novo Nordisk
NVO
+$2.3M
5
ADBE icon
Adobe
ADBE
+$2.19M

Sector Composition

1 Technology 41.89%
2 Financials 15.97%
3 Healthcare 12.73%
4 Consumer Discretionary 6.73%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.55M 6.55%
26,570
+325
2
$4.5M 6.47%
9,129
-5,444
3
$4.43M 6.37%
5,378
-2,267
4
$3.7M 5.33%
54,512
-14,998
5
$3.31M 4.77%
5,860
-1,197
6
$3.27M 4.71%
8,675
-4,039
7
$2.86M 4.12%
5,595
-3,243
8
$2.79M 4.01%
5,466
-4,286
9
$2.77M 3.98%
63,580
-72,820
10
$2.76M 3.97%
8,739
-404
11
$2.76M 3.97%
21,745
-10,544
12
$2.75M 3.96%
11,725
-7,906
13
$2.65M 3.82%
43,017
-17,834
14
$2.43M 3.49%
32,750
-19,157
15
$2.25M 3.24%
14,128
-6,787
16
$2.21M 3.19%
24,330
-25,330
17
$2.1M 3.02%
14,075
-5,431
18
$2.06M 2.96%
1,396
-591
19
$2.05M 2.95%
11,555
-3,690
20
$1.83M 2.64%
307
-161
21
$1.81M 2.6%
27,693
-14,228
22
$1.78M 2.57%
13,621
+6,720
23
$1.54M 2.22%
+14,383
24
$1.54M 2.22%
9,853
+1,353
25
$1.22M 1.76%
+2,852
1
2