JIC
Juniper Investment Company Portfolio holdings
AUM
$243M
This Quarter Return
+6.04%
1 Year Return
+56.03%
3 Year Return
+262.78%
5 Year Return
+551.02%
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+3.8%)
Cap. Flow
+$1.29M
Cap. Flow
% of AUM
0.62%
Top 10 Holdings %
Top 10 Hldgs %
99.56%
Holding
12
New
2
Increased
3
Reduced
1
Closed
–
Top Buys
| 1 |
Orthofix Medical
OFIX
|
$4.1M |
| 2 |
inTEST
INTT
|
$745K |
| 3 |
Xtant Medical Holdings
XTNT
|
$611K |
| 4 |
LSI Industries
LYTS
|
$370K |
| 5 |
Precision Optics
POCI
|
$91.5K |
Top Sells
| 1 |
VSE Corp
VSEC
|
$4.63M |
Sector Composition
| 1 | Healthcare | 47.05% |
| 2 | Industrials | 18.99% |
| 3 | Consumer Staples | 18.88% |
| 4 | Technology | 15.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Artivion
AORT
$2.07B
| $53.8M | 25.8% | 2,098,164 | – | – |
|
2
Lincoln Educational Services
LINC
$595M
| $39.4M | 18.88% | 3,319,534 | – | – |
|
3
Bioventus
BVS
$495M
| $39.3M | 18.84% | 6,833,857 | – | – |
|
|
4
VSE Corp
VSEC
$3.36B
| $27.5M | 13.2% | 311,859 -52,470 | -14% | -$4.63M |
|
5
Allient
ALNT
$769M
| $19.2M | 9.19% | 758,652 | – | – |
|
6
Twin Disc
TWIN
$179M
| $12.1M | 5.79% | 1,024,954 | – | – |
|
7
AstroNova
ALOT
$86.7M
| $8.26M | 3.96% | 535,203 | – | – |
|
|
8
Orthofix Medical
OFIX
$592M
| $4.1M | 1.97% | +309,285 | New | +$4.1M |
|
|
9
inTEST
INTT
$87.3M
| $2.74M | 1.31% | 277,361 +75,395 | +37% | +$745K |
|
|
10
LSI Industries
LYTS
$688M
| $1.29M | 0.62% | 89,436 +25,562 | +40% | +$370K |
|
|
11
Xtant Medical Holdings
XTNT
$83.3M
| $831K | 0.4% | 1,318,944 +970,545 | +279% | +$611K |
|
|
12
Precision Optics
POCI
$36M
| $91.5K | 0.04% | +15,502 | New | +$91.5K |
|