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
$128M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$936K
3
+$797K
4
VSEC icon
VSE Corp
VSEC
+$361K

Top Sells

1
+$4.12M
2
+$1.08M
3
+$502K

Sector Composition

1 Healthcare 34.16%
2 Consumer Discretionary 29.31%
3 Industrials 18.44%
4 Technology 15.24%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.9M 29.61%
1,604,707
2
$37.5M 29.31%
1,248,923
3
$15.2M 11.87%
446,064
-120,857
4
$13.5M 10.51%
387,899
-14,470
5
$8.05M 6.29%
1,024,954
6
$5.82M 4.55%
465,920
7
$4.3M 3.36%
663,124
+259,145
8
$3.66M 2.86%
563,274
9
$936K 0.73%
+84,954
10
$797K 0.62%
+60,274
11
$361K 0.28%
+9,378
12
– –
-165,312