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
$188M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$899K
2
+$127K
3
+$121K

Top Sells

1
+$2.71M
2
+$1.83M
3
+$760K
4
TWIN icon
Twin Disc
TWIN
+$164K

Sector Composition

1 Healthcare 39.09%
2 Industrials 22.91%
3 Consumer Staples 21.19%
4 Technology 16.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.9M 21.19%
3,969,534
2
$37.5M 19.95%
2,098,164
3
$36M 19.15%
6,833,857
4
$23.5M 12.52%
364,329
+1,966
5
$20.4M 10.86%
675,973
+4,000
6
$16.6M 8.81%
1,024,954
-10,119
7
$8.7M 4.63%
535,203
8
$2.99M 1.59%
27,332
-24,750
9
$1.59M 0.84%
116,837
-134,624
10
$899K 0.48%
+63,874
11
– –
-33,880