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
$118M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$4.31M
2 +$2.15M
3 +$1.01M
4
INTT icon
inTEST
INTT
+$974K
5
VSEC icon
VSE Corp
VSEC
+$295K

Top Sells

1 +$4.18M

Sector Composition

1 Healthcare 44.39%
2 Industrials 28.88%
3 Technology 22.62%
4 Consumer Staples 4.11%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$28.9M 24.43%
2,090,864
+155,000
2
$23.6M 19.96%
3,378,049
+616,392
3
$17.5M 14.77%
611,290
+35,264
4
$12.7M 10.76%
168,330
5
$11.9M 10.02%
1,035,073
6
$9.6M 8.11%
271,270
+8,342
7
$5.05M 4.26%
431,375
8
$4.87M 4.11%
894,259
9
$4.25M 3.59%
557,352
+127,669
10
-70,894