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
$148M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$5.4M
3
+$2.37M
4
ALNT icon
Allient
ALNT
+$361K

Top Sells

1
+$11.8M
2
+$220K

Sector Composition

1 Healthcare 52.59%
2 Industrials 25.79%
3 Technology 17.18%
4 Consumer Staples 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.8M 26.89%
2,748,207
+2,144,846
2
$38.1M 25.7%
1,870,038
+265,331
3
$18.1M 12.25%
196,233
4
$16.3M 11.03%
447,738
+9,898
5
$11.2M 7.58%
1,024,954
6
$8.83M 5.96%
144,903
7
$6.58M 4.44%
880,259
+316,985
8
$5.68M 3.84%
420,877
9
$3.42M 2.31%
269,045
10
– –
-32,494
11
– –
-465,920