THP

Tower House Partners Portfolio holdings

AUM $16.8M
1-Year Est. Return 41.98%
This Quarter Est. Return
1 Year Est. Return
-41.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.8M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$266K

Top Sells

1 +$9.13M
2 +$6.98M

Sector Composition

1 Healthcare 76.58%
2 Communication Services 23.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRL icon
1
Charles River Laboratories
CRL
$8.7B
$7.77M 46.23%
35,678
+1,219
AZTA icon
2
Azenta
AZTA
$1.36B
$5.1M 30.35%
87,652
-156,849
FWONK icon
3
Liberty Media Series C
FWONK
$24.9B
$3.94M 23.42%
+68,161
CTLT
4
DELISTED
CATALENT, INC.
CTLT
-96,528