JIC
Juniper Investment Company Portfolio holdings
AUM
$243M
This Quarter Return
+18.2%
1 Year Return
+56.03%
3 Year Return
+262.78%
5 Year Return
+551.02%
10 Year Return
–
AUM
$243M
AUM Growth
+$243M
(+9.3%)
Cap. Flow
+$3.57M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
99.98%
Holding
11
New
–
Increased
1
Reduced
1
Closed
–
Top Buys
| 1 |
Orthofix Medical
OFIX
|
$3.7M |
Top Sells
| 1 |
Artivion
AORT
|
$131K |
Sector Composition
| 1 | Healthcare | 57.16% |
| 2 | Consumer Staples | 22.46% |
| 3 | Technology | 16.63% |
| 4 | Industrials | 3.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Artivion
AORT
$2.07B
| $65.1M | 26.78% |
2,093,949
-4,215
| -0.2% | -$131K |
|
2
Lincoln Educational Services
LINC
$595M
| $54.5M | 22.4% |
2,363,311
| – | – |
|
3
Bioventus
BVS
$495M
| $45.9M | 18.89% |
6,939,357
| – | – |
|
4
Allient
ALNT
$769M
| $31.6M | 12.98% |
869,149
| – | – |
|
|
5
Orthofix Medical
OFIX
$592M
| $27.5M | 11.32% |
2,469,326
+331,952
| +16% | +$3.7M |
|
6
Twin Disc
TWIN
$179M
| $9.05M | 3.72% |
1,024,954
| – | – |
|
7
AstroNova
ALOT
$86.7M
| $6.2M | 2.55% |
535,203
| – | – |
|
8
LSI Industries
LYTS
$688M
| $1.87M | 0.77% |
109,811
| – | – |
|
9
inTEST
INTT
$87.3M
| $722K | 0.3% |
99,111
| – | – |
|
10
Precision Optics
POCI
$36M
| $76K | 0.03% |
15,502
| – | – |
|
11
Boeing
BA
$177B
| $41.9K | 0.02% |
200
| – | – |
|