KAM

Karani Asset Management Portfolio holdings

AUM $114M
1-Year Est. Return 26.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$8.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.62M
3
+$1.21M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$986K

Top Sells

1
+$3.66M
2
+$2.41M
3
+$1.95M
4
DE icon
Deere & Co
DE
+$1.56M
5
COST icon
Costco
COST
+$997K

Sector Composition

1 Technology 44.69%
2 Financials 28.18%
3 Industrials 9.27%
4 Communication Services 5.78%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.71M 8.44%
55,120
+9,115
2
$6.34M 6.14%
11,282
+1,394
3
$6.28M 6.08%
12,617
+1,582
4
$5.85M 5.66%
18,327
+2,563
5
$5.63M 5.45%
31,942
-1,223
6
$5.62M 5.45%
42,277
+21,901
7
$5.24M 5.08%
72,618
-7,809
8
$5M 4.85%
6,242
+1,299
9
$4.93M 4.78%
24,042
-1,561
10
$4.68M 4.54%
9,212
-3,194
11
$4.27M 4.14%
5,425
-192
12
$4.23M 4.1%
20,382
-859
13
$4.2M 4.07%
39,796
+16,122
14
$3.46M 3.35%
10,551
+931
15
$3.29M 3.19%
8,506
-2,102
16
$3.13M 3.03%
10,160
-458
17
$2.84M 2.75%
22,199
-1,276
18
$2.42M 2.35%
6,826
+15
19
$2.15M 2.08%
31,125
+493
20
$2.08M 2.02%
3,950
+1,552
21
$1.92M 1.86%
10,461
+7,651
22
$1.03M 1%
10,614
+5,048
23
$1.03M 1%
1,325
+600
24
$1.02M 0.99%
1,140
+530
25
$946K 0.92%
1,524
-400
1
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