TCV Trust & Wealth Management Inc Fund Performance

FundPortfolio ManagerPerformance 25Q1AUM (13F)# of HoldingsPerformance Rank Allocation
TCV Trust & Wealth Management IncTCV Trust & Wealth Management Inc-4.95%$1079313000 205

Top Holdings Performance History

TCV Trust & Wealth Management Inc Holdings Map

Top 50 TCV Trust & Wealth Management Inc Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

TCV Trust & Wealth Management Inc Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds