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
$201M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.13M
3
+$408K

Top Sells

1
+$6.71M
2
+$2.99M

Sector Composition

1 Healthcare 39.98%
2 Industrials 22.93%
3 Technology 20.03%
4 Consumer Staples 17.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.4M 22.09%
2,098,164
2
$35.5M 17.68%
6,833,857
3
$34.3M 17.06%
3,319,534
-650,000
4
$29.1M 14.5%
364,329
5
$27.1M 13.47%
758,652
+82,679
6
$16.9M 8.43%
1,024,954
7
$9.54M 4.75%
535,203
8
$2.68M 1.33%
201,966
+85,129
9
$966K 0.48%
63,874
10
$408K 0.2%
+348,399
11
– –
-27,332