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
$240M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$1.26M
3
+$329K

Top Sells

1
+$15.8M
2
+$980K
3
+$594K

Sector Composition

1 Healthcare 64%
2 Consumer Staples 16.14%
3 Technology 10.36%
4 Industrials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.9M 34.62%
6,939,357
+105,500
2
$55.9M 23.32%
2,098,164
3
$38.7M 16.14%
3,237,451
-82,083
4
$14.4M 6.01%
758,652
5
$13.5M 5.65%
866,593
+557,308
6
$12.8M 5.34%
1,024,954
7
$9.97M 4.16%
120,512
-191,347
8
$7.2M 3.01%
535,203
9
$1.77M 0.74%
109,811
+20,375
10
$1.43M 0.6%
196,049
-81,312
11
$892K 0.37%
1,318,944
12
$86.5K 0.04%
15,502