PortfolioMetrics

CCMG

- Sequoia Global Value ETF

Key Information

Earliest date2024-01-18
ExchangeNYSE
Instrument TypeCommon Stock
MIC CodeARCX
Address3803 West Chester Pike
CountryUnited States
StatePA
CityNewtown Square

About CCMG

Sequoia Global Value ETF is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing primarily in equity securities selected by Sequoia Financial Group. The fund maintains a diverse portfolio with holdings in both U.S. and international companies, spanning developed and emerging markets, and covers all market capitalizations from large to small cap stocks. Its investment universe includes common and preferred stocks, depositary receipts such as ADRs and GDRs, and other equity-focused ETFs, alongside real estate securities. Notably, the fund’s top holdings reflect broad global exposure, featuring major ETFs tracking developed and emerging markets, as well as individual stocks from leading sectors such as technology, energy, and healthcare. With over 200 holdings and more than $1 billion in total net assets, Sequoia Global Value ETF serves as a vehicle for diversified global equity exposure, aiming to capture value opportunities across regions, sectors, and company sizes. Its role in the market is to provide investors with a comprehensive, actively managed approach to global value investing without currency hedging, and it is particularly distinguished for its broad market reach and relatively low expense ratio.