SATTX Holdings — Tax-Aware Overlay A Portfolio

All 500 reported holdings of Tax-Aware Overlay A Portfolio (SATTX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Bernstein International Strategic Equities Portfolio20.38%$159.13M
AB All Market Real Return Portfolio7.71%$60.25M
Alliance Bernstein4.33%$33.84M
NVIDIA Corp3.75%$29.28M
AB International Small Cap Portfolio3.73%$29.09M
Microsoft Corp3.21%$25.09M
Alphabet Inc2.81%$21.91M
Apple Inc2.45%$19.15M
AB Emerging Markets Opportunities ETF2.02%$15.75M
Amazon.com Inc1.97%$15.42M
Visa Inc1.88%$14.70M
Meta Platforms Inc1.86%$14.52M
Bernstein Small Cap Core Portfolio1.77%$13.81M
Ubs AG1.53%$11.91M
Broadcom Inc1.33%$10.36M
Wells Fargo & Co0.86%$6.68M
Eaton Corp PLC0.84%$6.57M
Applied Materials Inc0.79%$6.19M
Home Depot Inc/The0.79%$6.13M
Bank of America Corp0.78%$6.12M
EOG Resources Inc0.77%$6.01M
GE Vernova Inc0.73%$5.72M
American Electric Power Co Inc0.73%$5.70M
Goldman Sachs Group Inc/The0.71%$5.54M
Progressive Corp/The0.70%$5.46M
UnitedHealth Group Inc0.70%$5.44M
Charles Schwab Corp/The0.69%$5.39M
Taiwan Semiconductor Manufacturing Co Ltd0.68%$5.34M
Coca-Cola Co/The0.68%$5.30M
Walt Disney Co/The0.66%$5.12M
RTX Corp0.63%$4.92M
Thermo Fisher Scientific Inc0.63%$4.90M
Costco Wholesale Corp0.58%$4.54M
Walmart Inc0.57%$4.47M
TJX Cos Inc/The0.57%$4.44M
Merck & Co Inc0.57%$4.41M
CSX Corp0.56%$4.36M
AutoZone Inc0.56%$4.34M
Linde PLC0.55%$4.33M
Eli Lilly & Co0.54%$4.26M
Corteva Inc0.54%$4.18M
Vertex Pharmaceuticals Inc0.52%$4.07M
T-Mobile US Inc0.51%$3.97M
Oracle Corp0.50%$3.91M
IQVIA Holdings Inc0.45%$3.49M
NXP Semiconductors NV0.45%$3.48M
Deere & Co0.44%$3.40M
Exxon Mobil Corp0.41%$3.19M
Cisco Systems Inc0.40%$3.10M
S&P Global Inc0.39%$3.02M
Hexcel Corp0.35%$2.70M
Dollar Tree Inc0.34%$2.62M
Motorola Solutions Inc0.32%$2.48M
Medtronic PLC0.30%$2.31M
Marsh & McLennan Cos Inc0.27%$2.12M
Johnson & Johnson0.27%$2.07M
Capital One Financial Corp0.26%$2.02M
Labcorp Holdings Inc0.26%$2.01M
Monster Beverage Corp0.25%$1.98M
Veralto Corp0.25%$1.97M
Digital Realty Trust Inc0.25%$1.94M
Extra Space Storage Inc0.24%$1.89M
Willis Towers Watson PLC0.24%$1.86M
BAE Systems PLC0.24%$1.85M
Ubs AG0.24%$1.85M
Procter & Gamble Co/The0.23%$1.76M
Stryker Corp0.22%$1.72M
Ubs AG0.21%$1.66M
ASML Holding NV0.20%$1.57M
Ameren Corp0.20%$1.56M
Carrier Global Corp0.19%$1.47M
United Rentals Inc0.18%$1.43M
Alphabet Inc0.18%$1.40M
Encompass Health Corp0.17%$1.33M
Eagle Materials Inc0.16%$1.25M
Everest Group Ltd0.15%$1.17M
Hyatt Hotels Corp0.15%$1.16M
ConocoPhillips0.14%$1.12M
Novartis AG0.14%$1.11M
Reddit Inc0.14%$1.08M
Airbus SE0.13%$1.04M
PNC Financial Services Group Inc/The0.13%$1.02M
KLA Corp0.13%$985.04K
Netflix Inc0.12%$974.86K
Fifth Third Bancorp0.12%$924.74K
Baker Hughes Co0.11%$895.12K
Mastercard Inc0.11%$879.90K
Edwards Lifesciences Corp0.11%$835.47K
PepsiCo Inc0.10%$811.86K
ASML Holding NV0.10%$780.61K
Lam Research Corp0.10%$767.04K
PACCAR Inc0.10%$764.73K
TechnipFMC PLC0.10%$752.76K
Morgan Stanley & Co. LLC0.10%$752.66K
Caterpillar Inc0.10%$745.30K
Roche Holding AG0.09%$727.94K
ServiceNow Inc0.09%$706.24K
L3Harris Technologies Inc0.09%$677.53K
Zoetis Inc0.08%$660.08K
Comfort Systems USA Inc0.08%$655.02K
AstraZeneca PLC0.08%$647.24K
Ubs AG0.08%$589.73K
Abbott Laboratories0.07%$580.09K
Amphenol Corp0.07%$571.48K
Comcast Corp0.07%$560.33K
Nestle SA0.07%$557.55K
Chevron Corp0.07%$548.70K
Bank of America NA0.07%$544.06K
Duke Energy Corp0.07%$529.65K
Prologis Inc0.07%$523.83K
Goldman Sachs Bank USA0.07%$518.37K
CME Group Inc0.07%$508.30K
F5 Inc0.06%$505.17K
Southern Co/The0.06%$499.20K
AT&T Inc0.06%$497.93K
Cencora Inc0.06%$453.93K
Goldman Sachs Bank USA0.06%$453.08K
Pentair PLC0.06%$451.58K
Lockheed Martin Corp0.06%$444.83K
Stifel Financial Corp0.05%$423.34K
Verizon Communications Inc0.05%$420.43K
Cboe Global Markets Inc0.05%$414.58K
Berkshire Hathaway Inc0.05%$414.99K
Accenture PLC0.05%$403.72K
Republic Services Inc0.05%$400.37K
FormFactor Inc0.05%$396.01K
IDACORP Inc0.05%$394.88K
McDonald's Corp0.05%$382.58K
Reliance Inc0.05%$381.12K
HSBC Bank USA NA0.05%$370.72K
Rocket Lab Corp0.05%$370.49K
Texas Instruments Inc0.05%$368.87K
US Foods Holding Corp0.05%$367.18K
Adobe Inc0.05%$366.56K
Waste Management Inc0.05%$366.06K
Intuit Inc0.05%$365.36K
BJ's Wholesale Club Holdings Inc0.05%$364.15K
BorgWarner Inc0.05%$363.98K
McKesson Corp0.05%$359.12K
Deutsche Bank AG0.05%$356.87K
Fabrinet0.05%$357.24K
Zurich Insurance Group AG0.05%$352.70K
KDDI Corp0.04%$351.67K
CH Robinson Worldwide Inc0.04%$351.24K
Insmed Inc0.04%$349.44K
Chubb Ltd0.04%$348.09K
Hanover Insurance Group Inc/The0.04%$344.45K
Consolidated Edison Inc0.04%$344.52K
Regal Rexnord Corp0.04%$338.75K
ICE Futures U.S., Inc.0.04%$337.15K
Nextpower Inc0.04%$336.94K
Jones Lang LaSalle Inc0.04%$335.66K
Tenet Healthcare Corp0.04%$334.39K
Kirby Corp0.04%$329.81K
Arista Networks Inc0.04%$327.58K
Novo Nordisk A/S0.04%$325.76K
Globus Medical Inc0.04%$325.43K
Hasbro Inc0.04%$325.54K
SoftBank Corp0.04%$324.52K
Oshkosh Corp0.04%$323.71K
BHP Group Ltd0.04%$321.95K
Orange SA0.04%$321.96K
First Citizens BancShares Inc/NC0.04%$318.51K
Lattice Semiconductor Corp0.04%$317.52K
DigitalOcean Holdings Inc0.04%$316.96K
QUALCOMM Inc0.04%$315.51K
HA Sustainable Infrastructure Capital Inc0.04%$309.55K
Union Pacific Corp0.04%$306.43K
TD SYNNEX Corp0.04%$302.50K
Citibank NA0.04%$301.13K
Invesco Ltd0.04%$301.24K
Kroger Co/The0.04%$299.06K
Avnet Inc0.04%$298.43K
Murphy USA Inc0.04%$295.39K
Roper Technologies Inc0.04%$294.41K
Unilever PLC0.04%$294.70K
ON Semiconductor Corp0.04%$293.93K
Uber Technologies Inc0.04%$293.33K
Industria de Diseno Textil SA0.04%$292.56K
Ciena Corp0.04%$291.95K
Intuitive Surgical Inc0.04%$290.88K
Magnolia Oil & Gas Corp0.04%$284.32K
CACI International Inc0.04%$284.44K
Laureate Education Inc0.04%$283.70K
Teradyne Inc0.04%$282.53K
Matador Resources Co0.04%$280.96K
Envista Holdings Corp0.04%$279.32K
Bloom Energy Corp0.04%$277.62K
Honeywell International Inc0.04%$275.30K
Knight-Swift Transportation Holdings Inc0.04%$274.20K
GXO Logistics Inc0.03%$271.64K
Plexus Corp0.03%$269.18K
FirstCash Holdings Inc0.03%$266.96K
Gsk PLC0.03%$265.54K
Deutsche Telekom AG0.03%$263.69K
Burlington Stores Inc0.03%$263.23K
GATX Corp0.03%$261.74K
Terex Corp0.03%$261.04K
ABB Ltd0.03%$261.00K
AST SpaceMobile Inc0.03%$260.54K
UMB Financial Corp0.03%$259.08K
RPM International Inc0.03%$259.43K
Electronic Arts Inc0.03%$258.30K
Bio-Techne Corp0.03%$256.81K
Advantest Corp0.03%$254.76K
Integer Holdings Corp0.03%$254.14K
NTT Inc0.03%$252.16K
American Financial Group Inc/OH0.03%$251.08K
COPT Defense Properties0.03%$251.07K
RBC Bearings Inc0.03%$247.66K
ONE Gas Inc0.03%$247.28K
Crane NXT Co0.03%$247.40K
Colgate-Palmolive Co0.03%$247.93K
Guardant Health Inc0.03%$245.80K
Granite Construction Inc0.03%$245.99K
Cava Group Inc0.03%$246.02K
Northrop Grumman Corp0.03%$243.56K
O'Reilly Automotive Inc0.03%$243.98K
Texas Capital Bancshares Inc0.03%$243.27K
SharkNinja Inc0.03%$241.77K
WaFd Inc0.03%$241.06K
Singapore Telecommunications Ltd0.03%$240.76K
Teledyne Technologies Inc0.03%$239.58K
Credo Technology Group Holding Ltd0.03%$239.46K
MACOM Technology Solutions Holdings Inc0.03%$239.61K
Tokyo Electron Ltd0.03%$238.51K
Procore Technologies Inc0.03%$237.23K
Blackrock Inc0.03%$237.54K
International Business Machines Corp0.03%$234.88K
Viking Holdings Ltd0.03%$234.62K
Curtiss-Wright Corp0.03%$233.62K
BWX Technologies Inc0.03%$233.73K
Keyence Corp0.03%$232.76K
Semtech Corp0.03%$232.21K
TKO Group Holdings Inc0.03%$230.28K
Takeda Pharmaceutical Co Ltd0.03%$229.84K
Amer Sports Inc0.03%$228.50K
JBT Marel Corp0.03%$228.38K
Constellation Software Inc/Canada0.03%$228.21K
ArcBest Corp0.03%$227.80K
Church & Dwight Co Inc0.03%$228.26K
Waste Connections Inc0.03%$223.84K
Robert Half Inc0.03%$223.06K
WillScot Holdings Corp0.03%$223.53K
Universal Display Corp0.03%$222.37K
Kratos Defense & Security Solutions Inc0.03%$222.74K
Travelers Cos Inc/The0.03%$221.97K
Glaukos Corp0.03%$221.78K
FTI Consulting Inc0.03%$221.49K
Frontdoor Inc0.03%$220.43K
Boise Cascade Co0.03%$219.59K
BrightSpring Health Services Inc0.03%$219.02K
Neurocrine Biosciences Inc0.03%$218.29K
Calix Inc0.03%$217.47K
ITT Inc0.03%$217.39K
Core & Main Inc0.03%$216.96K
Nova Ltd0.03%$217.14K
ADT Inc0.03%$216.30K
Applied Industrial Technologies Inc0.03%$215.17K
Mondelez International Inc0.03%$215.00K
Zurn Elkay Water Solutions Corp0.03%$214.87K
Independent Bank Corp0.03%$214.65K
General Dynamics Corp0.03%$214.17K
First Advantage Corp0.03%$213.21K
WEC Energy Group Inc0.03%$211.05K
Gilead Sciences Inc0.03%$211.01K
Avient Corp0.03%$209.45K
Trane Technologies PLC0.03%$209.20K
Automatic Data Processing Inc0.03%$208.67K
Autodesk Inc0.03%$208.76K
Chesapeake Utilities Corp0.03%$208.38K
Northern Oil & Gas Inc0.03%$207.45K
Element Solutions Inc0.03%$207.81K
Parker-Hannifin Corp0.03%$206.80K
Canon Inc0.03%$204.30K
O-I Glass Inc0.03%$203.14K
STAG Industrial Inc0.03%$200.57K
WD-40 Co0.03%$200.68K
Gibraltar Industries Inc0.03%$198.07K
Halma PLC0.03%$198.36K
MKS Inc0.03%$196.72K
Independence Realty Trust Inc0.03%$195.24K
Saia Inc0.02%$194.61K
Wintrust Financial Corp0.02%$194.52K
Bath & Body Works Inc0.02%$194.75K
Albemarle Corp0.02%$192.64K
Flagstar Bank NA0.02%$193.14K
Fortinet Inc0.02%$191.22K
Sap SE0.02%$189.75K
Samsara Inc0.02%$189.89K
Yum! Brands Inc0.02%$189.84K
Crane Co0.02%$189.30K
Hershey Co/The0.02%$185.85K
L'Oreal SA0.02%$186.18K
Icon PLC0.02%$186.02K
CNH Industrial NV0.02%$185.55K
Tokio Marine Holdings Inc0.02%$184.01K
Swisscom AG0.02%$183.78K
Coherent Corp0.02%$182.23K
Rio Tinto PLC0.02%$182.11K
Intact Financial Corp0.02%$181.03K
Koninklijke KPN NV0.02%$179.97K
AbbVie Inc0.02%$179.43K
ACI Worldwide Inc0.02%$178.60K
Argenx SE0.02%$177.81K
Celsius Holdings Inc0.02%$176.76K
Bridgebio Pharma Inc0.02%$175.33K
Compass Group PLC0.02%$175.86K
VeriSign Inc0.02%$174.85K
MongoDB Inc0.02%$173.54K
Citibank NA0.02%$172.77K
W R Berkley Corp0.02%$172.92K
Howmet Aerospace Inc0.02%$172.15K
Aena SME SA0.02%$169.87K
Generac Holdings Inc0.02%$169.35K
Central Japan Railway Co0.02%$168.28K
Rheinmetall AG0.02%$166.99K
Kyocera Corp0.02%$166.46K
Affiliated Managers Group Inc0.02%$164.91K
First BanCorp/Puerto Rico0.02%$162.93K
Natera Inc0.02%$163.19K
Cadence Design Systems Inc0.02%$163.11K
East Japan Railway Co0.02%$162.23K
Planet Labs PBC0.02%$162.53K
Illinois Tool Works Inc0.02%$157.74K
Alcoa Corp0.02%$157.47K
Moody's Corp0.02%$157.05K
Brixmor Property Group Inc0.02%$155.20K
Williams Cos Inc/The0.02%$154.08K
East West Bancorp Inc0.02%$153.73K
Freshpet Inc0.02%$154.12K
Morgan Stanley & Co. LLC0.02%$152.91K
Cognizant Technology Solutions Corp0.02%$152.70K
Zebra Technologies Corp0.02%$152.42K
Sampo Oyj0.02%$151.60K
Globant SA0.02%$150.83K
Sherwin-Williams Co/The0.02%$150.98K
Nice Ltd0.02%$150.06K
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen0.02%$149.68K
FUJIFILM Holdings Corp0.02%$149.40K
Littelfuse Inc0.02%$149.31K
Ferrari NV0.02%$148.95K
Salesforce Inc0.02%$148.03K
Astellas Pharma Inc0.02%$148.41K
Deutsche Bank AG0.02%$148.05K
General Mills Inc0.02%$147.47K
AtriCure Inc0.02%$146.59K
Taylor Morrison Home Corp0.02%$146.59K
Cintas Corp0.02%$145.63K
CGI Inc0.02%$145.05K
Cummins Inc0.02%$144.19K
Repligen Corp0.02%$144.80K
Relx PLC0.02%$143.11K
On Holding AG0.02%$142.99K
Chocoladefabriken Lindt & Spruengli AG0.02%$143.13K
Monolithic Power Systems Inc0.02%$141.04K
Brunswick Corp/DE0.02%$138.32K
Fujitsu Ltd0.02%$138.45K
Fast Retailing Co Ltd0.02%$137.89K
3M Co0.02%$137.82K
Welltower Inc0.02%$137.61K
BOC Hong Kong Holdings Ltd0.02%$136.37K
Arch Capital Group Ltd0.02%$135.06K
Sanofi SA0.02%$134.52K
Otsuka Holdings Co Ltd0.02%$132.72K
Hong Kong Exchanges & Clearing Ltd0.02%$132.17K
Recruit Holdings Co Ltd0.02%$131.84K
WW Grainger Inc0.02%$130.90K
Expand Energy Corp0.02%$131.08K
Halozyme Therapeutics Inc0.02%$130.16K
Broadstone Net Lease Inc0.02%$129.59K
Elevance Health Inc0.02%$128.81K
Incyte Corp0.02%$128.19K
DBS Group Holdings Ltd0.02%$128.20K
Hermes International SCA0.02%$126.92K
IDEXX Laboratories Inc0.02%$126.43K
Eurex Deutschland0.02%$126.00K
Uranium Energy Corp0.02%$125.24K
Rollins Inc0.02%$124.45K
Walker & Dunlop Inc0.02%$124.00K
Fastenal Co0.02%$123.10K
Nintendo Co Ltd0.02%$122.85K
DT Midstream Inc0.02%$122.28K
Ryman Hospitality Properties Inc0.02%$121.15K
API Group Corp0.02%$120.26K
Hoya Corp0.02%$120.49K
Aon PLC0.02%$119.75K
Apogee Therapeutics Inc0.02%$119.35K
Citibank NA0.02%$118.79K
Secom Co Ltd0.01%$115.95K
American Healthcare REIT Inc0.01%$113.80K
CG oncology Inc0.01%$113.03K
Dianthus Therapeutics Inc0.01%$113.54K
Eni SpA0.01%$112.54K
Liberty Media Corp-Liberty Formula One0.01%$111.55K
Inpex Corp0.01%$111.25K
United Therapeutics Corp0.01%$110.89K
Bank of America NA0.01%$111.19K
Xenon Pharmaceuticals Inc0.01%$110.60K
Quest Diagnostics Inc0.01%$110.53K
Wesfarmers Ltd0.01%$109.62K
Forgent Power Solutions Inc0.01%$108.71K
Nuvalent Inc0.01%$107.57K
Rhythm Pharmaceuticals Inc0.01%$107.41K
CubeSmart0.01%$106.87K
Dollarama Inc0.01%$106.41K
Chime Financial Inc0.01%$106.59K
TotalEnergies SE0.01%$105.26K
NIKE Inc0.01%$105.59K
Oriental Land Co Ltd/Japan0.01%$105.32K
CLP Holdings Ltd0.01%$105.12K
Cardinal Health Inc0.01%$105.02K
Figure Technology Solutions Inc0.01%$103.48K
Hologic Inc0.01%$104.01K
Atlas Copco AB0.01%$101.68K
Loblaw Cos Ltd0.01%$101.35K
Klaviyo Inc0.01%$101.35K
Nomura Research Institute Ltd0.01%$100.36K
Tyler Technologies Inc0.01%$99.29K
Givaudan SA0.01%$98.06K
Chipotle Mexican Grill Inc0.01%$98.27K
Amgen Inc0.01%$98.17K
Kymera Therapeutics Inc0.01%$98.20K
First Hawaiian Inc0.01%$97.30K
Loews Corp0.01%$97.35K
Keurig Dr Pepper Inc0.01%$96.00K
Check Point Software Technologies Ltd0.01%$95.42K
Citibank NA0.01%$95.58K
GoDaddy Inc0.01%$94.41K
MP Materials Corp0.01%$93.67K
Morgan Stanley & Co. LLC0.01%$92.35K
Swiss Re AG0.01%$91.88K
Ferguson Enterprises Inc0.01%$91.20K
Palo Alto Networks Inc0.01%$91.54K
Koninklijke Ahold Delhaize NV0.01%$91.69K
Bank Hapoalim BM0.01%$91.54K
Power Assets Holdings Ltd0.01%$90.54K
Ameriprise Financial Inc0.01%$90.21K
Tyson Foods Inc0.01%$89.95K
Canadian National Railway Co0.01%$88.93K
Shionogi & Co Ltd0.01%$88.75K
Ascendis Pharma A/S0.01%$88.29K
Reckitt Benckiser Group PLC0.01%$87.35K
HCA Healthcare Inc0.01%$86.60K
Fairfax Financial Holdings Ltd0.01%$85.20K
Philip Morris International Inc0.01%$85.32K
Air Liquide SA0.01%$83.09K
Iberdrola SA0.01%$81.73K
Denali Therapeutics Inc0.01%$79.39K
Terns Pharmaceuticals Inc0.01%$79.40K
Obic Co Ltd0.01%$80.05K
Disco Corp0.01%$79.07K
Edgewise Therapeutics Inc0.01%$79.19K
EMCOR Group Inc0.01%$79.00K
Danone SA0.01%$77.91K
Schindler Holding AG0.01%$77.16K
Old Dominion Freight Line Inc0.01%$77.57K
Telstra Group Ltd0.01%$76.45K
Corning Inc0.01%$76.14K
Brown & Brown Inc0.01%$76.30K
Singapore Exchange Ltd0.01%$75.47K
PayPal Holdings Inc0.01%$75.62K
Holcim AG0.01%$75.22K
Kone Oyj0.01%$75.08K
Fujikura Ltd0.01%$74.26K
Madrigal Pharmaceuticals Inc0.01%$74.33K
Newmont Corp0.01%$74.15K
Osaka Gas Co Ltd0.01%$73.72K
Garmin Ltd0.01%$73.55K
CMS Energy Corp0.01%$73.55K
Elisa Oyj0.01%$72.63K
Public Storage0.01%$72.32K
Rio Tinto Ltd0.01%$72.49K
Morgan Stanley & Co. LLC0.01%$72.38K
Shell PLC0.01%$72.39K
Chugai Pharmaceutical Co Ltd0.01%$71.47K
Allstate Corp/The0.01%$71.74K
Vera Therapeutics Inc0.01%$71.41K
Yokogawa Electric Corp0.01%$70.89K
Rockwell Automation Inc0.01%$69.98K
Celestica Inc0.01%$70.52K
Vodafone Group PLC0.01%$69.14K
Sage Group PLC/The0.01%$69.37K
Paychex Inc0.01%$68.63K
FirstEnergy Corp0.01%$69.05K
Sandvik AB0.01%$68.58K
Bank Leumi Le-Israel BM0.01%$68.94K
Canadian Imperial Bank of Commerce0.01%$67.19K
Texas Pacific Land Corp0.01%$66.91K
Cigna Group/The0.01%$66.15K
ResMed Inc0.01%$66.00K
Hartford Insurance Group Inc/The0.01%$66.40K
Partners Group Holding AG0.01%$64.67K
Nokia Oyj0.01%$63.82K
Xcel Energy Inc0.01%$64.35K
Kinross Gold Corp0.01%$64.29K
Kirin Holdings Co Ltd0.01%$63.62K
Prudential PLC0.01%$62.13K
Experian PLC0.01%$62.69K
Erasca Inc0.01%$61.81K

SATTX overview: performance, fees, allocation and SEC filings