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
$103M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$608K
3
+$594K
4
INTT icon
inTEST
INTT
+$151K

Top Sells

1
+$3.22M
2
+$612K
3
+$397K

Sector Composition

1 Healthcare 44.67%
2 Industrials 28.11%
3 Technology 18.38%
4 Consumer Discretionary 7.06%
5 Consumer Staples 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.5M 42.29%
1,604,707
2
$18.7M 18.23%
579,683
-12,283
3
$13.5M 13.16%
424,761
-19,205
4
$8.37M 8.14%
331,262
-127,472
5
$7.26M 7.06%
353,882
+78,107
6
$6.99M 6.8%
634,576
7
$2.45M 2.39%
131,766
+31,900
8
$1.83M 1.78%
677,450
+225,037
9
$151K 0.15%
+25,372