JIC
Juniper Investment Company Portfolio holdings
AUM
$313M
1-Year Est. Return
79.58%
This Fund
S&P 500
1 Year Est. Return
+79.58%
AUM
$313M
AUM Growth
+$22.2M
(+7.6%)
Holding
9
Sector Composition
| 1 | Healthcare | 48.71% |
| 2 | Consumer Staples | 25.18% |
| 3 | Technology | 21.17% |
| 4 | Industrials | 4.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Lincoln Educational Services
LINC
$1.59B
| $78.9M | 25.18% |
1,938,311
-425,000
|
|
||
2
Bioventus
BVS
$579M
| $63.4M | 20.24% |
6,939,357
|
|
||
3
Allient
ALNT
$1.48B
| $47M | 15.02% |
795,922
-73,227
|
|
||
4
Orthofix Medical
OFIX
$393M
| $45.6M | 14.57% |
3,976,959
+466,626
|
|
||
5
Artivion
AORT
$999M
| $43.5M | 13.91% |
1,189,136
|
|
||
6
Twin Disc
TWIN
$260M
| $15.4M | 4.93% |
1,024,954
|
|
||
7
LSI Industries
LYTS
$839M
| $14.3M | 4.58% |
770,749
+429,245
|
|
||
8
AstroNova
ALOT
$117M
| $4.92M | 1.57% |
535,203
|
|
||
9
Boeing
BA
$166B
| – | – |
0
|
|