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
$158M
AUM Growth
+$49K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.61M
3
+$760K
4
BVS icon
Bioventus
BVS
+$584K

Top Sells

1
+$2.82M

Sector Composition

1 Healthcare 34.51%
2 Industrials 24.34%
3 Consumer Staples 21.29%
4 Technology 19.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.5M 21.29%
3,969,534
2
$31.8M 20.19%
2,098,164
3
$22.6M 14.32%
6,833,857
+176,870
4
$20.8M 13.19%
671,973
+60,483
5
$18.3M 11.6%
362,363
+31,850
6
$14.2M 9.02%
1,035,073
7
$6.69M 4.25%
535,203
8
$5.1M 3.24%
52,082
-28,783
9
$3.81M 2.42%
251,461
10
$760K 0.48%
+33,880