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
$209M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$4.1M
2 +$745K
3 +$611K
4
LYTS icon
LSI Industries
LYTS
+$370K
5
POCI icon
Precision Optics
POCI
+$91.5K

Top Sells

1 +$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 Change
in Stake
Capital Flow
1
$53.8M 25.8%
2,098,164
2
$39.4M 18.88%
3,319,534
3
$39.3M 18.84%
6,833,857
4
$27.5M 13.2%
311,859
-52,470
5
$19.2M 9.19%
758,652
6
$12.1M 5.79%
1,024,954
7
$8.26M 3.96%
535,203
8
$4.1M 1.97%
+309,285
9
$2.74M 1.31%
277,361
+75,395
10
$1.29M 0.62%
89,436
+25,562
11
$831K 0.4%
1,318,944
+970,545
12
$91.5K 0.04%
+15,502