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
$137M
AUM Growth
+$562K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$516K
3
+$95.6K
4
ALNT icon
Allient
ALNT
+$7.73K

Top Sells

1
+$5.07M
2
+$2.48M
3
+$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 Change
in Stake 		Capital Flow
1
$31.8M 23.27%
5,626,025
-14,000
2
$27.5M 20.09%
2,098,164
+7,300
3
$23.6M 17.27%
611,490
+200
4
$14.6M 10.69%
325,643
+54,373
5
$9.86M 7.21%
1,035,073
6
$9.29M 6.79%
447,830
-119,522
7
$8.62M 6.3%
96,471
-56,683
8
$6.56M 4.79%
468,251
+36,876
9
$4.92M 3.59%
4,593,463