Sequoia Fund

Class No Load (SEQUX)
Scorecard
5 / 5 Stars
Lipper
4 3 5 4 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

Fund Holdings

Management runs a compact portfolio. Investors get exposure to both large- and mid-cap companies.

Asset Allocation

% Long % Net
Cash 18.28 18.28
Stocks 52.48 52.48
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 29.23 29.23
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Valeant Pharmaceuticals International Inc VRX 13.5 16.53
TJX Companies TJX -3.76 8.14
Berkshire Hathaway Inc Class A BRK.A 5.23 7.04
Fastenal Company FAST 5.45 4.1
Berkshire Hathaway Inc Class B BRK.B 5.33 3.42
Rolls-Royce Holdings PLC RYCEF -14.06 3.24
Precision Castparts Corp. PCP -3.61 3.17
MasterCard Incorporated Class A MA -10.32 3.1
Pirelli & C PPAMF -10.45 2.98
O'Reilly Automotive Inc ORLY 16.04 2.65