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CSSD vs PRFD

Shared holdings
54
CSSD covered by PRFD
18.46%
PRFD covered by CSSD
18.46%

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.

CSSD (March 31, 2026)

SecurityWeight
TORONTO-DOMINION BANK/THE JR SUBORDINA 07/84 VAR3.05%
Truist Financial Corp., Series N2.78%
BANCO SANTANDER SA REGD V/R /PERP/ SER * 9.625000002.68%
UBS GROUP AG JR SUBORDINA 144A 12/99 VAR2.42%
C V6.625 PERP2.05%
Bank of Montreal2.04%
C V6.875 PERP GG1.86%
RY V6.75 08/24/851.62%
ET V6.5 PERP H1.61%
SOUTHERN CO1.59%
Credit Agricole SA (pfd) 7.25% 03/23/2174 Perpetual1.51%
BMO V6.875 11/26/85 61.51%
Argentum Netherlands BV for Swiss Re Ltd1.49%
ING GROEP NV JR SUBORDINA 12/99 VAR1.49%
Julius Baer Group Ltd1.49%
HASI V7.125 11/15/561.48%
State Street Institutional Treasury Plus Money Market Fund- Premier Class1.48%
REINSURANCE GROUP OF AMERICA I PREFFERD STOCK1.48%
RLGH Finance Bermuda Ltd1.46%
BARCLAYS PLC 9.250000% MATURITY: PERPETUAL1.39%
BNP PARIBAS SA JR SUBORDINA 144A 12/99 VAR1.29%
BANK OF MONTREAL1.28%
AQNCN V4.75 01/18/821.27%
CANADIAN IMPERIAL BANK OF COMM JR SUBORDINA 07/86 VAR1.21%
SOCIETE GENERALE SA JR SUBORDINA 144A 12/99 VAR1.15%
TELUS Corp.1.11%
State Street Navigator Securities Lending Portfolio II1.09%
UBS V9.25 PERP 144a1.06%
BARCLAYS PLC REGD V/R /PERP/ 8.000000001.03%
TORONTO DOM BANK1.03%
CRBG V6.875 PERP1.02%
HSBC Holdings PLC0.98%
ROGERS COMMUNICATIONS IN SUBORDINATED 144A 03/82 VAR0.97%
TELEFONICA EUROPE BV EUAMDB08+NA PERP REGS0.92%
EVERSOURCE ENERG0.91%
BNP Paribas SA (pfd) 8.50% 02/14/2174 Perpetual0.78%
BNP V7.75 PERP 144A0.77%
Wells Fargo & Co.0.76%
HSBC Holdings PLC0.75%
South Bow Canadian infrastructure Holdings Ltd.0.72%
Venture Global LNG, Inc.0.72%
Stellantis NV0.71%
DOMINION ENERGY0.69%
XCEL ENERGY INC0.69%
Coventry Building Society0.68%
Barclays PLC0.68%
Lloyds Banking Group PLC0.67%
Nationwide Building Society0.66%
Lloyds Banking Group PLC0.65%
COBANK ACB JR SUBORDINA 12/99 VAR0.63%

PRFD (March 31, 2026)

SecurityWeight
US ULTRA BOND CBT Sep252.43%
JPMorgan Chase & Co., Series OO1.85%
Royal Bank of Canada1.75%
Bank of America Corp., Series FF1.72%
Wells Fargo & Co.1.66%
C V6.95 PERP FF1.62%
ENBRIDGE INC SUBORDINATED 07/80 VAR1.41%
BARCLAYS PLC REGD V/R /PERP/ 8.000000001.24%
BP CAPITAL PLC1.20%
NWG 8 1/8 PERP1.19%
Bank of America Corp.1.18%
CM V6.95 01/28/851.15%
METLIFE CAPITAL TRUST IV PFD 144A LIFE JR SUB (H) 7.875% 12-15-67/371.14%
C V6.625 PERP1.10%
Goldman Sachs Group, Inc. (The), Series X1.04%
SANTAN 9 5/8 PERP1.04%
ELECTRICITE DE FRANCE T5Y+NA PERP 144A0.99%
Nippon Life Insurance Co.0.98%
STT V6.7 PERP I0.97%
BBVASM V8.125 01/08/39 144A0.95%
SEMPRA0.94%
NEXTERA ENERGY0.93%
ET V7.125 PERP G0.92%
COMMERZBANK AG JR SUBORDINA REGS 12/99 VAR0.92%
TORONTO DOM BANK0.89%
Citigroup Inc., Series DD0.88%
TRANSCANADA TRUST REGD V/R 5.600000000.85%
LIBMUT V4.125 12/15/51 144A0.83%
Vodafone Group Public Limited Company0.82%
DNB BANK ASA DNB BANK ASA0.82%
LLOYDS BANKING GROUP PLC JR SUBORDINA 12/99 VAR0.81%
TRANSCANADA TRUST REGD V/R 5.500000000.79%
COF V3.95 PERP M0.79%
COMPEER FINANCIAL ACA REGD V/R /PERP/ 144A P/P SER QIB 7.875000000.77%
PRUDENTIAL FIN0.76%
BNS V7.35 04/27/850.76%
SCHW V4 PERP H0.76%
Credit Agricole SA0.76%
BANCO MERCANTIL DE NORTE JR SUBORDINA REGS 12/99 VAR0.75%
ING GROEP NV JR SUBORDINA 12/99 VAR0.75%
HUNTINGTON BANCSHARES JR SUBORDINA 12/99 VAR0.74%
ING GROEP NV JR SUBORDINA REGS 12/49 VAR0.74%
Bank of Montreal0.72%
AXP 3.55 PERP0.69%
DOMINION ENERGY0.65%
SEMPRA0.63%
UBS GROUP AG JR SUBORDINA REGS 12/99 VAR0.62%
NEXTERA ENERGY0.61%
CRBG V6.875 PERP0.61%
DOMINION ENERGY0.61%

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