JIC
Juniper Investment Company Portfolio holdings
AUM
$243M
This Quarter Return
-6.17%
1 Year Return
+56.03%
3 Year Return
+262.78%
5 Year Return
+551.02%
10 Year Return
–
AUM
$95.9M
AUM Growth
–
Cap. Flow
+$95.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
8
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Artivion
AORT
|
$43.6M |
| 2 |
Allient
ALNT
|
$13.9M |
| 3 |
Transcat
TRNS
|
$11.4M |
| 4 |
TGI
Triumph Group
TGI
|
$10.5M |
| 5 |
LDL
Lydall, Inc.
LDL
|
$6.87M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Artivion
AORT
$2.07B
| $43.6M | 45.43% | +1,604,707 | New | +$43.6M |
|
|
2
Allient
ALNT
$769M
| $13.9M | 14.53% | +394,644 | New | +$13.9M |
|
|
3
Transcat
TRNS
$782M
| $11.4M | 11.86% | +443,966 | New | +$11.4M |
|
|
TGI
4
DELISTED
Triumph Group
TGI
| $10.5M | 10.94% | +458,734 | New | +$10.5M |
|
|
LDL
5
DELISTED
Lydall, Inc.
LDL
| $6.87M | 7.16% | +275,775 | New | +$6.87M |
|
6
Twin Disc
TWIN
$179M
| $6.72M | 7.01% | +634,576 | New | +$6.72M |
|
|
MSON
7
DELISTED
Misonix Inc
MSON
| $2.01M | 2.09% | +99,866 | New | +$2.01M |
|
8
Lincoln Educational Services
LINC
$595M
| $941K | 0.98% | +452,413 | New | +$941K |
|