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
$64.6M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$2.48M
2 +$1.1M
3 +$981K
4
TWIN icon
Twin Disc
TWIN
+$767K

Top Sells

1 +$35.6K

Sector Composition

1 Healthcare 47.78%
2 Industrials 28.93%
3 Technology 15.74%
4 Consumer Discretionary 5.24%
5 Consumer Staples 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.2M 42.02%
1,604,707
2
$11.3M 17.42%
424,761
3
$9.12M 14.12%
577,430
-2,253
4
$5.2M 8.04%
744,412
+109,836
5
$3.72M 5.76%
395,031
+263,265
6
$3.39M 5.25%
524,536
+170,654
7
$2.24M 3.47%
331,262
8
$1.49M 2.31%
677,450
9
$1.05M 1.62%
394,079
+368,707