Tax-Aware Overlay B Portfolio

Tax-Aware Overlay B Portfolio is a registered fund series of BERNSTEIN SANFORD C FUND INC (series S000027650). Net assets $442.3M as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
State Street SPDR S&P 500 ETF Trust$59.9M1355.19%
Alliance Bernstein$32.6M737.68%
iShares Core MSCI EAFE ETF$16.7M377.09%
Patriots Energy Group Financing Agency$5.3M120.68%
Colorado State Education Loan Program$5.0M113.74%
Sacramento County Water Financing Authority$4.9M110.54%
California Municipal Finance Authority$4.6M103.27%
New York Liberty Development Corp$4.3M97.55%
North Broward Hospital District$3.7M83.76%
Triborough Bridge & Tunnel Authority$3.7M82.58%
South Lyon Community Schools$3.6M82.45%
JPMorgan Chase Bank NA$3.5M79.99%
Pennsylvania Economic Development Financing Authority$3.5M79.15%
Kentucky Economic Development Finance Authority$3.5M78.69%
Puerto Rico Industrial Tourist Educational Medical & Envirml Ctl Facs Fing Auth$3.5M78.59%

Net asset history

Report dateNet assets
2026-03-31$442.3M
2025-12-31$462.5M
2025-09-30$481.7M
2025-06-30$475.4M
2025-03-31$498.4M
2024-12-31$552.0M
2024-09-30$640.9M
2024-06-30$644.0M

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