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
$115M
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$1.74M
3 +$228K
4
ALOT icon
AstroNova
ALOT
+$126K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 48.04%
2 Industrials 25%
3 Technology 18.44%
4 Consumer Staples 4.89%
5 Financials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$36.5M 31.7%
1,935,864
2
$18.8M 16.34%
2,761,657
3
$13.2M 11.41%
576,026
+76,185
4
$9.88M 8.57%
262,928
+64,883
5
$9.56M 8.3%
168,330
6
$9.38M 8.13%
1,035,073
7
$5.64M 4.89%
894,259
8
$5.17M 4.48%
431,375
+10,498
9
$4.18M 3.63%
70,894
10
$2.93M 2.54%
429,683
+33,380