JIC

Juniper Investment Company Portfolio holdings

AUM $243M
This Quarter Return
+37.33%
1 Year Return
+56.03%
3 Year Return
+262.78%
5 Year Return
+551.02%
10 Year Return
AUM
$90.2M
AUM Growth
+$90.2M
Cap. Flow
+$11.3M
Cap. Flow %
12.51%
Top 10 Hldgs %
100%
Holding
9
New
Increased
3
Reduced
1
Closed

Top Sells

1
TGI
Triumph Group
TGI
$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 Shares
Change %
Capital Flow
AORT icon
1
Artivion
AORT
$2.07B
$30.8M 34.12% 1,604,707
LDL
2
DELISTED
Lydall, Inc.
LDL
$16.9M 18.78% 1,248,923 +724,387 +138% +$9.82M
ALNT icon
3
Allient
ALNT
$769M
$13.6M 15.07% 384,953
TRNS icon
4
Transcat
TRNS
$782M
$11M 12.18% 424,761
TWIN icon
5
Twin Disc
TWIN
$179M
$5.68M 6.3% 1,024,954 +280,542 +38% +$1.55M
MSON
6
DELISTED
Misonix Inc
MSON
$5.58M 6.19% 411,331 +16,300 +4% +$221K
TGI
7
DELISTED
Triumph Group
TGI
$2.67M 2.96% 296,262 -35,000 -11% -$315K
LINC icon
8
Lincoln Educational Services
LINC
$595M
$2.64M 2.93% 677,450
INTT icon
9
inTEST
INTT
$87.3M
$1.33M 1.47% 394,079