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
$140M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$4.17M
2 +$2.6M

Top Sells

1 +$8.43M
2 +$1.88M
3 +$903K
4
ATRO icon
Astronics
ATRO
+$797K

Sector Composition

1 Healthcare 32.38%
2 Consumer Discretionary 30.08%
3 Industrials 17.49%
4 Technology 17.47%
5 Consumer Staples 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$42.1M 30.08%
1,248,923
2
$36.2M 25.87%
1,604,707
3
$14.4M 10.25%
419,670
-26,394
4
$10.6M 7.57%
216,184
-171,715
5
$9.8M 7%
1,024,954
6
$9.13M 6.52%
465,920
7
$5.95M 4.25%
503,900
-159,224
8
$4.17M 2.97%
+310,942
9
$3.61M 2.58%
563,274
10
$2.97M 2.12%
75,232
+65,854
11
$1.11M 0.8%
84,954
12
-60,274