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
$159M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$7.15M
2 +$2.45M
3 +$1.55M
4
AORT icon
Artivion
AORT
+$1.41M
5
INTT icon
inTEST
INTT
+$1.37M

Top Sells

1 +$2.26M

Sector Composition

1 Healthcare 50.38%
2 Industrials 25.1%
3 Technology 16.03%
4 Financials 4.48%
5 Consumer Staples 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$41.4M 25.96%
1,935,864
+65,826
2
$38.9M 24.42%
2,761,657
+13,450
3
$17.2M 10.8%
1,035,073
+10,119
4
$14.9M 9.36%
499,841
+52,103
5
$13.7M 8.57%
168,330
-27,903
6
$9.13M 5.73%
198,045
+53,142
7
$7.15M 4.48%
+70,894
8
$6.39M 4.01%
894,259
+14,000
9
$6.38M 4%
420,877
10
$4.25M 2.67%
396,303
+127,258