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JIC

Juniper Investment Company Portfolio holdings

AUM $313M
1-Year Est. Return 79.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+79.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M

Top Sells

1
+$28.7M
2
+$722K
3
+$41.9K

Sector Composition

1 Healthcare 55.33%
2 Consumer Staples 21.24%
3 Technology 17.97%
4 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.5M 21.6%
1,333,692
-760,257
2
$55.5M 21.24%
2,363,311
3
$46.4M 17.76%
6,939,357
4
$41.7M 15.94%
2,847,055
+377,729
5
$38.9M 14.88%
869,149
6
$14.3M 5.47%
1,024,954
7
$5.48M 2.1%
535,203
8
$2.59M 0.99%
109,811
9
$67.4K 0.03%
15,502
10
– –
-200
11
– –
-99,111