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
$136M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$27.5M
2 +$3.17M
3 +$103K

Top Sells

1 +$1.08M

Sector Composition

1 Healthcare 27.39%
2 Industrials 24.68%
3 Consumer Staples 23.96%
4 Technology 23.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$32.7M 23.96%
5,640,025
+4,745,766
2
$25.3M 18.6%
2,090,864
3
$21.3M 15.62%
611,290
4
$12.7M 9.33%
271,270
5
$12M 8.8%
4,593,463
+1,215,414
6
$10.9M 7.97%
153,154
-15,176
7
$10.1M 7.38%
1,035,073
8
$5.84M 4.29%
567,352
+10,000
9
$5.53M 4.06%
431,375