JIC

Juniper Investment Company Portfolio holdings

AUM $261M
1-Year Est. Return 36.39%
This Quarter Est. Return
1 Year Est. Return
+36.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M

Top Sells

1
+$6.75M

Sector Composition

1 Healthcare 67.6%
2 Consumer Staples 16.9%
3 Technology 11.98%
4 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.5M 28.55%
6,939,357
2
$51.6M 23.19%
2,098,164
3
$37.5M 16.87%
2,363,311
-425,544
4
$34.9M 15.68%
2,137,374
+200,125
5
$19.1M 8.59%
869,149
6
$7.76M 3.49%
1,024,954
7
$4.92M 2.21%
535,203
8
$1.87M 0.84%
109,811
9
$693K 0.31%
99,111
10
$64.3K 0.03%
15,502
11
$34.1K 0.02%
200