JIC

Juniper Investment Company Portfolio holdings

AUM $291M
1-Year Est. Return 37.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$4.71M

Top Sells

1
+$6.44M
2
+$67.4K

Sector Composition

1 Healthcare 54.69%
2 Technology 19.8%
3 Consumer Staples 19.62%
4 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LINC icon
1
Lincoln Educational Services
LINC
$1.16B
$57.1M 19.62%
2,363,311
AORT icon
2
Artivion
AORT
$1.84B
$54.2M 18.65%
1,189,136
-144,556
OFIX icon
3
Orthofix Medical
OFIX
$529M
$53.2M 18.3%
3,510,333
+663,278
BVS icon
4
Bioventus
BVS
$587M
$51.6M 17.75%
6,939,357
ALNT icon
5
Allient
ALNT
$1.11B
$46.7M 16.06%
869,149
TWIN icon
6
Twin Disc
TWIN
$253M
$17.1M 5.88%
1,024,954
LYTS icon
7
LSI Industries
LYTS
$668M
$6.26M 2.15%
341,504
+231,693
ALOT icon
8
AstroNova
ALOT
$68.4M
$4.63M 1.59%
535,203
POCI icon
9
Precision Optics
POCI
$33.7M
– –
-15,502