JIC

Juniper Investment Company Portfolio holdings

AUM $243M
1-Year Est. Return 56.03%
This Quarter Est. Return
1 Year Est. Return
+56.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M

Top Sells

1
+$131K

Sector Composition

1 Healthcare 57.16%
2 Consumer Staples 22.46%
3 Technology 16.63%
4 Industrials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AORT icon
1
Artivion
AORT
$1.99B
$65.1M 26.78%
2,093,949
-4,215
LINC icon
2
Lincoln Educational Services
LINC
$684M
$54.5M 22.4%
2,363,311
BVS icon
3
Bioventus
BVS
$446M
$45.9M 18.89%
6,939,357
ALNT icon
4
Allient
ALNT
$835M
$31.6M 12.98%
869,149
OFIX icon
5
Orthofix Medical
OFIX
$595M
$27.5M 11.32%
2,469,326
+331,952
TWIN icon
6
Twin Disc
TWIN
$208M
$9.05M 3.72%
1,024,954
ALOT icon
7
AstroNova
ALOT
$74.5M
$6.2M 2.55%
535,203
LYTS icon
8
LSI Industries
LYTS
$676M
$1.87M 0.77%
109,811
INTT icon
9
inTEST
INTT
$104M
$722K 0.3%
99,111
POCI icon
10
Precision Optics
POCI
$32.9M
$76K 0.03%
15,502
BA icon
11
Boeing
BA
$161B
$41.9K 0.02%
200