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
$157M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$5.96M
2 +$971K
3 +$266K

Top Sells

1 +$11.2M
2 +$5.16M
3 +$1.33M

Sector Composition

1 Healthcare 35.12%
2 Technology 24.63%
3 Industrials 23.26%
4 Consumer Staples 16.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$36.1M 22.9%
2,098,164
2
$26.8M 16.99%
3,969,534
-1,656,491
3
$24.4M 15.51%
611,490
4
$19.2M 12.22%
6,656,987
+2,063,524
5
$18.1M 11.48%
330,513
+4,870
6
$11.7M 7.4%
1,035,073
7
$7.76M 4.93%
535,203
+66,952
8
$6.9M 4.38%
80,865
-15,606
9
$6.6M 4.19%
251,461
-196,369