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
$243M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M

Top Sells

1
+$114K

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 Change
in Stake 		Capital Flow
1
$65.1M 26.84%
2,093,949
-4,215
2
$54.5M 22.46%
2,363,311
3
$45.9M 18.94%
6,939,357
4
$31.6M 13.01%
869,149
5
$27.5M 11.35%
2,469,326
+331,952
6
$9.05M 3.73%
1,024,954
7
$6.2M 2.56%
535,203
8
$1.87M 0.77%
109,811
9
$722K 0.3%
99,111
10
$76K 0.03%
15,502
11
$41.9K 0.02%
200