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
$95.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$14.4M
3
+$10.5M
4
TRNS icon
Transcat
TRNS
+$10.5M
5
TWIN icon
Twin Disc
TWIN
+$7.52M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 47.52%
2 Industrials 29.81%
3 Technology 14.53%
4 Consumer Discretionary 7.16%
5 Consumer Staples 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.6M 45.43%
+1,604,707
2
$13.9M 14.53%
+591,966
3
$11.4M 11.86%
+443,966
4
$10.5M 10.94%
+458,734
5
$6.87M 7.16%
+275,775
6
$6.72M 7.01%
+634,576
7
$2.01M 2.09%
+99,866
8
$941K 0.98%
+452,413