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
$90.2M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$9.82M
2 +$1.55M
3 +$221K

Top Sells

1 +$315K

Sector Composition

1 Healthcare 40.31%
2 Industrials 21.44%
3 Consumer Discretionary 18.78%
4 Technology 16.54%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$30.8M 34.12%
1,604,707
2
$16.9M 18.78%
1,248,923
+724,387
3
$13.6M 15.07%
577,430
4
$11M 12.18%
424,761
5
$5.68M 6.3%
1,024,954
+280,542
6
$5.58M 6.19%
411,331
+16,300
7
$2.67M 2.96%
296,262
-35,000
8
$2.64M 2.93%
677,450
9
$1.33M 1.47%
394,079