OB
| |
Overlay B Portfolio | SBOOXMutual Fund | |
| BERNSTEIN SANFORD C FUND INC | |
| Last update 2025-06-20 | 2 Stocks (0 new) |
| Value $26.00 Mil | Turnover 0 % |
Overlay B Portfolio Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 249,082 | 18,843.0 | -25.12% | 71.560 | -17.41% | 0.010 | +12.33% | +18.91% | 143,058.9 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 138,734 | 7,487.5 | -30.04% | 28.440 | -9.22% | 0.010 | +14.03% | +16.09% | 96,608.3 |
Overlay B Portfolio's Historical Top Holdings Breakdowns
Overlay B Portfolio's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -17.41% | 69.57 ($74.78) 78.65 | $83.57 | 11.75% | Reduce -25.12% | 249,082 | -83,570 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Reduce Reduce | -9.22% | 50.83 ($53.83) 55.94 | $60.62 | 12.61% | Reduce -30.04% | 138,734 | -59,580 | |
IEFA | iShares Core MSCI EAFE ETF | 2024-03-31 | New Buy New Buy | +70.70% | 68.14 ($71.19) 74.43 | $83.57 | 17.39% | New holding | 332,652 | 332,652 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2024-03-31 | New Buy New Buy | +29.30% | 47.6 ($50.08) 51.96 | $60.62 | 21.05% | New holding | 198,314 | 198,314 |
Overlay B Portfolio Total Holding History ($B)
Overlay B Portfolio's Asset Allocation
Overlay B Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Overlay B Portfolio's Hypothetical Growth since 2025-03-31
Overlay B Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Overlay B Portfolio's Holdings Heat Map
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Overlay B Portfolio's Holdings Bubble Chart
Overlay B Portfolio News
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