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
$94.3M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$640K
2 +$44.6K

Top Sells

1 +$852K
2 +$656K
3 +$630K
4
ALNT icon
Allient
ALNT
+$289K

Sector Composition

1 Healthcare 37.21%
2 Consumer Discretionary 21.9%
3 Industrials 19.13%
4 Technology 18.46%
5 Consumer Staples 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$29.6M 31.42%
1,604,707
2
$20.7M 21.9%
1,248,923
3
$15.6M 16.54%
566,921
-10,509
4
$11.8M 12.5%
402,369
-22,392
5
$5.46M 5.79%
465,920
+54,589
6
$5.19M 5.5%
1,024,954
7
$3.11M 3.3%
563,274
-114,176
8
$1.82M 1.93%
403,979
+9,900
9
$1.08M 1.14%
165,312
-130,950