Financial Services
Live Price
Offline$35.50
+0.59% today
1Y Change
+21.86%
Window
Jun 25, 2025 β Jun 18, 2026
Coverage: 247 bars Β· Jun 25, 2025 β Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Sequoia Global Value ETF (CCMG) is a Financial Services stock with a market cap of $1.02B and listed on NYSE. The stock last traded around $35.50 and up 21.9% across the available one-year price window (Jun 25, 2025 β Jun 18, 2026). Baseline metrics include revenue growth of 0.0%, EPS growth of 0.0%, a dividend yield of 0.0%. What stands out right now is revenue 0.0%, EPS 0.0%, free cash flow 0.0% with operating margin 0.0% and ROIC 0.0%. Stock Foundry combines CCMG price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
0.0% vs +3.4% peer median
Operating Margin
Below sector median
0.0% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
The setup is mixed rather than one-directional
Revenue is 0.0% and EPS is 0.0%, while operating margin sits near 0.0%.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
CCMG
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
CCMG Max Drawdown
-8.36%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Uses the longest available daily history for CCMG and SPY.
Company Overview
Sequoia Global Value ETF
NYSE
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 fundβs 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.
Valuation, growth, profitability, and balance sheet signals.
Company announcements and filings-style updates.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.