OB
| |
Overlay B Portfolio | SBOOXMutual Fund | |
| BERNSTEIN SANFORD C FUND INC | |
| Last update 2025-02-28 | 2 Stocks (0 new) |
| Value $34.00 Mil | Turnover 0 % |
Overlay B Portfolio Top Holdings of 2024-12-31
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| 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 | 332,652 | 23,378.8 | 0% | 69.300 | 0% | 0.020 | +6.88% | +14.08% | 135,526.1 | ||
IEMG | iShares Core MSCI Emerging Markets ETF | 198,314 | 10,356.0 | 0% | 30.700 | 0% | 0.010 | +4.47% | +8.55% | 87,343.6 |
Overlay B Portfolio's Historical Top Holdings Breakdowns
Overlay B Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 2024-03-31 | New Buy | +70.70% | 68.14 ($71.19) 74.43 | $80.17 | 12.62% | New holding | 332,652 | 332,652 | |
IEMG | iShares Core MSCI Emerging Markets ETF | 2024-03-31 | New Buy | +29.30% | 47.6 ($50.08) 51.96 | $56.69 | 13.19% | New holding | 198,314 | 198,314 |
Overlay B Portfolio Total Holding History ($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 2024-12-31
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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