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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$7.2M
3
+$7.02M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.02M
5
DE icon
Deere & Co
DE
+$6.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 38.54%
2 Financials 24.63%
3 Industrials 10.15%
4 Communication Services 6.55%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.21M 6.73%
+53,681
2
$7.2M 6.71%
+87,324
3
$7.02M 6.55%
+28,043
4
$7.02M 6.55%
+37,070
5
$6.77M 6.32%
+15,975
6
$6.45M 6.02%
+12,248
7
$6.14M 5.73%
+14,577
8
$5.86M 5.47%
+19,748
9
$4.86M 4.53%
+32,826
10
$4.49M 4.19%
+10,104
11
$4.19M 3.91%
+22,349
12
$4.01M 3.74%
+13,345
13
$3.95M 3.68%
+11,318
14
$3.82M 3.57%
+5,513
15
$3.8M 3.54%
+6,042
16
$3.55M 3.32%
+32,643
17
$3.53M 3.3%
+28,832
18
$2.98M 2.78%
+364
19
$2.68M 2.5%
+23,498
20
$2.39M 2.23%
+2,608
21
$2.05M 1.91%
+23,788
22
$1.65M 1.54%
+2,323
23
$1.48M 1.38%
+2,513
24
$1.32M 1.23%
+4,174
25
$1.26M 1.17%
+12,634
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