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Medalist Rating as of | See Sequoia Investment Hub
  • NAV / 1-Day Return 186.38  /  +0.90 %
  • Total Assets 3.5 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield
  • Turnover 9%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 10:16 PM GMT+0

Morningstar’s Analysis SEQUX

Will SEQUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Proof of concept is in order.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Sequoia Fund’s experienced crew earns an Above Average People rating, but its traditional stock-picking approach lacks a dependable edge, meriting an Average Process rating.

Rated on Published on

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Portfolio Holdings SEQUX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 59.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rolls-Royce Holdings PLC

7.66 265.8 Mil
Industrials

Intercontinental Exchange Inc

6.96 241.7 Mil
Financial Services

Constellation Software Inc

6.54 227.2 Mil
Technology

Charles Schwab Corp

6.21 215.8 Mil
Financial Services

Alphabet Inc Class A

6.10 211.9 Mil
Communication Services

UnitedHealth Group Inc

5.35 185.7 Mil
Healthcare

Universal Music Gr

5.30 183.9 Mil

Taiwan Semiconductor Manufacturing Co Ltd ADR

5.28 183.5 Mil
Technology

Liberty Formula One Group Registered Shs Series -C- Formula One

5.19 180.2 Mil
Communication Services

Elevance Health Inc

4.98 173.0 Mil
Healthcare