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
$114M
AUM Growth
-$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$8.54M
2 +$3.36M
3 +$818K
4
ALOT icon
AstroNova
ALOT
+$674K
5
UTI icon
Universal Technical Institute
UTI
+$220K

Top Sells

1 +$37.1M

Sector Composition

1 Healthcare 49.31%
2 Industrials 26.86%
3 Technology 20.32%
4 Consumer Staples 3.51%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$35.8M 31.44%
1,604,707
2
$13.7M 12.04%
437,840
+26,162
3
$12.7M 11.12%
196,233
4
$11.8M 10.36%
465,920
5
$10.9M 9.6%
1,024,954
6
$8.54M 7.51%
+603,361
7
$6.98M 6.14%
144,903
+69,671
8
$6.33M 5.57%
420,877
+44,810
9
$3.77M 3.31%
563,274
10
$3.09M 2.72%
269,045
11
$220K 0.19%
+32,494
12
-613,670