JIC

Juniper Investment Company Portfolio holdings

AUM $261M
1-Year Est. Return 36.39%
This Quarter Est. Return
1 Year Est. Return
+36.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$5.53M

Top Sells

1 +$32.2M
2 +$722K
3 +$41.9K

Sector Composition

1 Healthcare 55.33%
2 Consumer Staples 21.24%
3 Technology 17.97%
4 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AORT icon
1
Artivion
AORT
$2.16B
$56.5M 21.6%
1,333,692
-760,257
LINC icon
2
Lincoln Educational Services
LINC
$675M
$55.5M 21.24%
2,363,311
BVS icon
3
Bioventus
BVS
$503M
$46.4M 17.76%
6,939,357
OFIX icon
4
Orthofix Medical
OFIX
$628M
$41.7M 15.94%
2,847,055
+377,729
ALNT icon
5
Allient
ALNT
$906M
$38.9M 14.88%
869,149
TWIN icon
6
Twin Disc
TWIN
$226M
$14.3M 5.47%
1,024,954
ALOT icon
7
AstroNova
ALOT
$57.4M
$5.48M 2.1%
535,203
LYTS icon
8
LSI Industries
LYTS
$565M
$2.59M 0.99%
109,811
POCI icon
9
Precision Optics
POCI
$36.3M
$67.4K 0.03%
15,502
BA icon
10
Boeing
BA
$154B
-200
INTT icon
11
inTEST
INTT
$100M
-99,111