KAM

Karani Asset Management Portfolio holdings

AUM $114M
1-Year Est. Return 30.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.92M
3
+$1.58M
4
RLI icon
RLI Corp
RLI
+$1.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.06M

Top Sells

1
+$3.29M
2
+$2.42M
3
+$1.88M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$943K
5
KKR icon
KKR & Co
KKR
+$790K

Sector Composition

1 Technology 44.01%
2 Financials 22.12%
3 Industrials 12.35%
4 Communication Services 8.23%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 9.47%
59,421
+4,301
2
$8.99M 7.68%
36,979
+5,037
3
$7.99M 6.82%
8,251
+2,009
4
$7.27M 6.21%
14,035
+1,418
5
$6.76M 5.77%
26,558
+2,516
6
$6.72M 5.74%
11,821
+539
7
$5.99M 5.11%
91,809
+19,191
8
$5.42M 4.63%
41,026
+1,230
9
$5.06M 4.32%
11,064
+1,852
10
$4.77M 4.07%
36,711
-5,566
11
$4.45M 3.8%
10,535
-16
12
$4.12M 3.52%
12,406
-5,921
13
$3.81M 3.25%
5,573
+148
14
$3.71M 3.17%
26,635
+4,436
15
$3.67M 3.13%
7,531
+3,581
16
$3.64M 3.11%
19,811
-571
17
$3.61M 3.08%
10,268
+108
18
$3.32M 2.83%
16,201
+5,740
19
$3.19M 2.72%
22,655
+18,476
20
$2.05M 1.75%
37,009
+5,884
21
$1.45M 1.24%
1,345
+205
22
$1.02M 0.87%
1,524
23
$943K 0.81%
11,239
-202
24
$882K 0.75%
1,156
-169
25
$846K 0.72%
2,811
+1,475
1
2