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BSMP vs BATEX

Shared holdings
5
BSMP covered by BATEX
2.10%
BATEX covered by BSMP
2.10%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BSMP (Nov. 30, 2025)

SecurityWeight
NYC TRANS FIN AUTH-B42.51%
NEW YORK CITY NY HSG DEV CORP MF HSG REVENUE2.36%
Bay Area Toll Authority (San Francisco Bay Area)2.21%
NEW YORK ST HSG FIN AGY REVENU REGD V/R B/E 2.350000002.21%
NYC MUNI WTR FIN-CC-22.04%
New York (City of), NY Municipal Water Finance Authority, Series 2014 AA-6, VRD RB2.01%
MET TRANSPRTN AUTH NY DEDICATED TAX FUND2.01%
TEXAS ST STATE OF TEXAS2.01%
New York (City of), NY Municipal Water Finance Authority1.80%
MA ST DEV FIN AGY REV BOSTON UNIV-SER U-6C LOC JPMORGAN1.79%
State of Illinois, Series 2017A1.67%
Dallas (City of), TX Area Rapid Transit, Series 2016 A, Ref. RB1.50%
NEW YORK NY1.33%
TEXAS ST-VAR-VETERANS1.20%
Pennsylvania Turnpike Commission, Series 2023B1.15%
NYC WTR-VAR-FF2-GEN R1.09%
NEW YORK NY1.08%
Sarpy County School District 037 Gretna Public Schools, Nebraska, General Obligation Bonds, Series 2022B1.05%
NYC GO 23A-4 Q=TD V11.05%
NYC TRANSITIONAL-E41.04%
City of Atlanta Water & Wastewater, Series 20151.03%
Indiana (State of) Finance Authority (Parkview Health System), Series 2009, VRD Ref.RB1.03%
Metropolitan Water Reclamation District of Greater Chicago, Series A1.02%
North Royalton City School District, Series 2017, GO Bonds1.00%
Virginia (Commonwealth of) Public Building Authority, Series 2015 A, RB1.00%
Alaska Housing Finance Corp.1.00%
ILLINOIS ST FIN AUTH REVENUE1.00%
COLORADO ST BRD OF GOVERNORS UNIV ENTERPRISE SYS REVENUE1.00%
MET TRANSPRTN AUTH NY REVENUE1.00%
Harris County Cultural Education Facilities Finance Corp. (Texas Children's Hospital), Series 2015, VRD RB1.00%
New York (State of) Energy Research & Development Authority (Consolidated Edison Co. of New York, Inc.), Subseries 2005 A-2, VRD RB1.00%
NYC TRANSTNL-C6-VAR1.00%
UNIV WI HOSP 18B Q=JP V11.00%
IOWA ST FIN AUTH SF MTGE REVENUE1.00%
New York (City of), NY Municipal Water Finance Authority, Series 2010 DD, VRD RB1.00%
PHILIDELPHIA AUTH-B-11.00%
California (State of) Housing Finance Agency1.00%
HOUSTON TX UTILITY SYS REVENUE CITY OF HOUSTON TX COMBINED UTILITY SYSTEM REVENUE1.00%
Hillsborough County Industrial Development Authority, Series D1.00%
CHARLOTTE MECKLENBURG NC HOSP CHAMED 01/37 ADJUSTABLE VAR1.00%
NYC GO 13A-3 UQ=MZ V1+1.00%
NJ HLTH VAR-B-VIRTUA1.00%
DE VALLEY REGL FIN1.00%
AZ HLTH FACS AUTH-C1.00%
CT HSG FIN AUTH-C-31.00%
CHARLOTTE-MECKLENBURG NC HOSPAUTH HLTH CARE SYS REVENUE1.00%
Wisconsin (State of) Housing & Economic Development Authority1.00%
BAY AREA TOLL-H1.00%
NYC TRANS FIN AUTH-A41.00%
Tarrant County Cultural Education Facilities Finance Corp., Series A1.00%

BATEX (March 31, 2026)

SecurityWeight
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20222.14%
MASSACHUSETTS ST MAS 12/54 FIXED 51.53%
NY NYCGEN 5 11/01/20501.21%
DESERTXPRESS ENTERPRISES LLC (MPT) 12.0% 01-01-651.19%
PUERTO RICO CMWLTH0.99%
OH BUCGEN 5 06/01/20550.90%
GOLDEN ST TOBACCO SECURITIZATI REGD ZCP OID B/E 0.000000000.88%
Mobile (County of), AL Industrial Development Authority (AM/NS Calvert LLC), Series 2024, RB0.86%
CHICAGO IL BRD OF EDU REGD OID B/E 5.750000000.86%
BLACK BELT ENERGY GAS VAR0.84%
District of Columbia Income Tax Revenue (TOBs)0.82%
NY TRANSPRTN DEV CORP0.81%
Sabine-Neches Navigation District (TOBs)0.81%
TX PABSTC 5% 6/30/2058@0.81%
FL ST DFC 5% 7/1/2044 @0.74%
ORANGE HLTH FACS-A0.74%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000000.73%
NEW YORK ST DORM AUTH ST PERSONAL INCOME TAX REVENUE0.70%
WISCONSIN ST HLTH & EDUCTNL FACS AUTH REVENUE0.70%
Salem Hospital Facility Authority (Salem Health), Series 2019, Ref. RB0.69%
PRATT PAPER OH LLC 4.5% 01-15-480.68%
PORT NY NJ 4% 7/15/55@0.67%
MET TRANSPRTN AUTH NY DEDICATED TAX FUND0.66%
Pennsylvania Turnpike Commission, Series 2020A0.66%
COLORADO EDUCTNL & CULTURAL AUTH REVENUE0.60%
UNIV OF COLORADO CO HOSP AUTH UCOMED 11/35 ADJUSTABLE VAR0.60%
Louisiana (State of) Public Facilities Authority (I-10 Calcasieu River Bridge), Series 2024, RB0.59%
PORT OF MORROW OR REGD B/E 5.150000000.55%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.55%
RESTRUCTURED-SER A10.53%
HOUSTON TX ARPT SYS REVENUE0.53%
NYC TRANSITIONAL-E40.52%
NEW YORK ST TWY-A-REF0.52%
Metropolitan Atlanta Rapid Transit Authority, Series 2025A0.50%
OKLAHOMA ST DEV FIN AUTH REGD B/E 7.250000000.50%
Maricopa (County of), AZ Industrial Development Authority (Commercial Metals Co.), Series 2022, RB0.49%
RB (Triangle Expressway) Series 20190.48%
PUBLIC FIN AUTH WI SPL REVENUE0.47%
Mobile (County of), AL Industrial Development Authority (AM/NS Calvert LLC), Series 2024, RB0.46%
AZ HLTH FACS AUTH-C0.46%
STATE OF NEW JERSEY 4.0% 06-15-450.44%
PA GEIMED 4 02/15/20470.44%
Escambia County Health Facilities Authority0.43%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.42%
Redtail Ridge Metropolitan District, Series 2025, GO Bonds0.40%
MS BUS-VAR-E-CHEVRON0.40%
UNITED AIRLINES INC 4.0% 07-15-290.39%
TENNERGY CORP TN GAS REVENUE TGYPWR 10/53 ADJUSTABLE VAR0.39%
MOHEG CT 608327 7.00% 2/1/20450.39%
BALDWIN CNTY AL INDL DEV AUTH REGD V/R B/E AMT 4.300000000.38%

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