Tax-Aware Overlay C Portfolio

Tax-Aware Overlay C Portfolio is a registered fund series of BERNSTEIN SANFORD C FUND INC (series S000027651). Net assets $164.0M as of 2023-12-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
SPDR S&P 500 ETF Trust$16.4M1002.13%
iShares Core MSCI Emerging Markets ETF$6.5M394.34%
California Infrastructure & Economic Development Bank$4.3M262.28%
City of Los Angeles Department of Airports$3.8M231.70%
Regents of the University of California Medical Center Pooled Revenue$3.5M212.99%
California Statewide Communities Development Authority$3.1M189.02%
City of Los Angeles Department of Airports$3.0M183.40%
California Statewide Communities Development Authority$3.0M181.24%
Alliance Bernstein$2.7M166.29%
California Community Choice Financing Authority$2.6M161.29%
United States Treasury$2.5M153.51%
California Housing Finance Agency$2.5M150.88%
Norman Y Mineta San Jose International Airport SJC$2.4M144.43%
California Community Choice Financing Authority$2.3M138.05%
Michigan Finance Authority$2.2M133.10%

Net asset history

Report dateNet assets
2023-12-31$164.0M
2023-09-30$179.5M
2023-06-30$208.4M
2023-03-31$294.0M
2022-12-31$318.9M
2022-09-30$367.1M
2022-06-30$410.3M
2022-03-31$470.6M

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