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BSMU vs VTEC

Shared holdings
207
BSMU covered by VTEC
4.70%
VTEC covered by BSMU
4.70%

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.

BSMU (Feb. 28, 2026)

SecurityWeight
NY MTA TRANSP 5.25% 11/15/20550.64%
STATE OF CALIFORNIA 4.0% 03-01-360.58%
LOS ANGELES DEPT-C0.46%
STATE OF CALIFORNIA0.46%
Los Angeles Unified School District, Series 2020 RYQ, GO Bonds0.45%
TRIBOROUGH NY BRIDGE & TUNNEL REGD B/E 5.000000000.44%
NY STATE UR D(NY STATE PIT) 5% 3/15/470.44%
NY MTA TRANSP 5% 11/15/20500.43%
NEW YORK ST DORM AUTH ST PERSONAL INCOME TAX REVENUE0.40%
NYC NY 5% 8/1/20300.37%
NY STATE UR D 5% 3/15/20360.34%
MICHIGAN ST TRUNK LINE0.33%
STATE OF NEW JERSEY 5.0% 06-15-450.32%
TX MATPOL 4.4 05/01/20300.30%
Salem-Keizer School District No. 24J, Series B0.29%
OMAHA PUB PWR DT-A0.28%
Alabama (State of) Public School & College Authority (Social Bonds), Series 2020 A, Ref. RB0.28%
State of California0.28%
MA ST 5% 11/1/20500.27%
California (State of), Series 2021, Ref. GO Bonds0.27%
State of New Jersey0.27%
State of Illinois, Series 20200.27%
MA ST 5% 7/1/20450.27%
Los Angeles (City of), CA Department of Water & Power, Series 2024 A, RB0.26%
State of New Jersey, Series 2020A0.25%
NYC TRANSITIONAL FIN0.25%
SALES TAX SECURITIZTN0.25%
WA ST 5% 8/1/20350.25%
UT CNTY UT HOSP 0% 5/15/20430.25%
NEW YORK NY-C-1-REF0.24%
NEW YORK ST D 5% 3/15/20300.24%
Washington Metropolitan Area Transit Authority, Series 2020 A, RB0.24%
MASSACHUSETTS ST0.23%
DALLAS TX DART 5% 12/1/470.23%
North Carolina (State of), Series 2020 A, GO Bonds0.23%
HURST EULESS SD 5% 8/15/20300.23%
STATE OF HAWAII AIRPORTS SYSTEM REVENUE 5.0% 07-01-300.23%
NEW YORK-D-10.23%
NEW MEXICO ST FIN AUTH ST TRANSPRTN REVENUE0.23%
State of Illinois, Series 20200.23%
CURATORS OF THE UNIV OF MISSOURI MO SYS FACS REVENUE0.23%
NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT0.23%
NEW YORK NY0.22%
MA ST-REF-A0.22%
SEGERSTROM CENTER FOR THE ARTS 5.0% 07-01-300.22%
IL ST TOLL HWY AUTH0.22%
MASSACHUSETTS ST0.22%
State of Michigan Trunk Line, Series 2020 B0.21%
New York (City of), NY Transitional Finance Authority, Series 2020, RB0.21%
State of New Mexico Severance Tax Permanent Fund, Series 2025, RB0.21%

VTEC (Feb. 28, 2026)

SecurityWeight
Southern California Public Power Authority, Series A0.59%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.55%
Bay Area Toll Authority, Series 2026A0.51%
Irvine Ranch Water District, Series 2009 A, VRD RB0.32%
LOS ANGELES UNIF SD-A0.32%
LOS ANGELES UNIF SD-A0.32%
Bay Area Toll Authority, Series 2023 A, VRD Ref. RB0.31%
LOS ANGELES UNIF SD-A0.30%
Los Angeles Department of Water & Power, Series 2025A0.27%
STATE OF CALIFORNIA 4.0% 03-01-360.25%
UNIV OF CALIFORNIA CA REVENUES REGD B/E 5.000000000.25%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.24%
UNIV OF CALIFORNIA CA REVENUES REGD B/E 5.500000000.24%
E CO AWP JT PWRS-A-10.24%
STATE OF CALIFORNIA0.24%
SAN FRANCISCO USD0.23%
UNIV OF CALIFORNIA CA0.22%
IRVINE CA IMPT BOND ACT 19150.22%
State of California0.21%
CALIFORNIA ST EDUCTNL0.20%
BAY AREA TOLL AUTHORITY FRN 04-01-550.19%
LOS ANGELES DEPT-C0.19%
UNIV OF CALIFORNIA CA REVENUES0.19%
LOS ANGELES UNIF SD-A0.19%
State of California0.19%
BAY AREA CA TOLL AUTH0.19%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.19%
IRVINE WTR-RF-A1-VAR0.17%
BAY AREA TOLL AUTHORI VAR0.17%
University of California, Series 2024 BW, Ref. RB0.17%
Toll Road Sr Lien Refunding RB Series 2021A0.17%
UNIV OF CALIFORNIA CA REVENUES0.17%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2017 B, RB0.17%
Anaheim Public Financing Authority, California, Lease Revenue Bonds, Public Improvement Project, Series 1997C0.17%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.16%
State of California 5.00% 03/01/20550.16%
Los Angeles (County of), CA Metropolitan Transportation Authority, Series 2024, GO Bonds0.16%
STATE OF CALIFORNIA 5.0% 10-01-350.16%
LOS ANGELES UNIF SD-A0.16%
State of California0.16%
STATE OF CALIFORNIA 5.0% 04-01-290.16%
State of California, Series 20070.16%
LOS ANGELES DEPT-B0.15%
Los Angeles Unified School District, Series 2023QRR0.15%
Santa Monica Community College District, Series 2018A0.15%
State of California, Series 2025, GO Bonds0.15%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.250000000.15%
STATE OF CALIFORNIA0.15%
UNIV OF CALIFORNIA CA REVENUES0.15%
Sacramento Municipal Utility District, Series 2025F0.14%

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