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
$187M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$308K

Top Sells

1
+$30.4M
2
+$19.5M
3
+$4.53M
4
AZTA icon
Azenta
AZTA
+$2.08M

Sector Composition

1 Healthcare 98.95%
2 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.6M 25.52%
1,030,000
-45,000
2
$47.6M 25.47%
210,000
-20,000
3
$46.4M 24.85%
90,000
+5,000
4
$43.1M 23.11%
503,600
+3,600
5
$1.96M 1.05%
41,279
-411,693
6
– –
-746,253