JIC

Juniper Investment Company Portfolio holdings

AUM $243M
This Quarter Return
+9.27%
1 Year Return
+56.03%
3 Year Return
+262.78%
5 Year Return
+551.02%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
Cap. Flow
-$4.56M
Cap. Flow %
-3.34%
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
4
Reduced
3
Closed
–

Top Buys

1
VSEC icon
VSE Corp
VSEC
$2.44M
2
ALOT icon
AstroNova
ALOT
$516K
3
AORT icon
Artivion
AORT
$95.6K
4
ALNT icon
Allient
ALNT
$7.73K

Top Sells

1
TRNS icon
Transcat
TRNS
$5.07M
2
INTT icon
inTEST
INTT
$2.48M
3
LINC icon
Lincoln Educational Services
LINC
$79.2K

Sector Composition

1 Technology 28.85%
2 Industrials 24.2%
3 Healthcare 23.68%
4 Consumer Staples 23.27%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
LINC icon
1
Lincoln Educational Services
LINC
$595M
$31.8M 23.27%
5,626,025
-14,000
-0.2% -$79.2K
AORT icon
2
Artivion
AORT
$2.07B
$27.5M 20.09%
2,098,164
+7,300
+0.3% +$95.6K
ALNT icon
3
Allient
ALNT
$769M
$23.6M 17.27%
611,490
+200
+0% +$7.73K
VSEC icon
4
VSE Corp
VSEC
$3.36B
$14.6M 10.69%
325,643
+54,373
+20% +$2.44M
TWIN icon
5
Twin Disc
TWIN
$179M
$9.86M 7.21%
1,035,073
– –
INTT icon
6
inTEST
INTT
$87.3M
$9.29M 6.79%
447,830
-119,522
-21% -$2.48M
TRNS icon
7
Transcat
TRNS
$782M
$8.62M 6.3%
96,471
-56,683
-37% -$5.07M
ALOT icon
8
AstroNova
ALOT
$86.7M
$6.56M 4.79%
468,251
+36,876
+9% +$516K
BVS icon
9
Bioventus
BVS
$495M
$4.92M 3.59%
4,593,463
– –