JIC

Juniper Investment Company Portfolio holdings

AUM $291M
1-Year Est. Return 37.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$2.44M
3
+$31.4K

Top Sells

1
+$9.97M
2
+$6.52M
3
+$892K
4
INTT icon
inTEST
INTT
+$734K

Sector Composition

1 Healthcare 65.79%
2 Consumer Staples 17.41%
3 Technology 12.04%
4 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.9M 28.75%
6,939,357
2
$60M 23.67%
2,098,164
3
$44.1M 17.41%
2,788,855
-448,596
4
$33.8M 13.35%
1,937,249
+1,070,656
5
$21.1M 8.33%
869,149
+110,497
6
$12M 4.75%
1,024,954
7
$6.43M 2.54%
535,203
8
$2.13M 0.84%
109,811
9
$851K 0.34%
99,111
-96,938
10
$74.7K 0.03%
15,502
11
$35.4K 0.01%
+200
12
– –
-120,512
13
– –
-1,318,944