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PVI vs BSMP

Shared holdings
16
PVI covered by BSMP
9.31%
BSMP covered by PVI
9.31%

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.

PVI (Feb. 28, 2026)

SecurityWeight
NYC WTR-AA-24.47%
NEW YORK CITY NY HSG DEV CORP MF MTGE REVENUE3.90%
ORLANDO UTILS-B-REF3.90%
NY ST DORM AUTH REVS NONST SUPVAR-ROCKEFELLER UNIV-SER A3.90%
TXS 2.77 06/1/20463.29%
NEW YORK NY3.25%
Florida Keys Aqueduct Authority, Series 2008, Ref. VRD RB3.25%
District of Columbia (Tranche 3), Series 1998 A, VRD RB3.01%
Emmaus (Borough of), PA General Authority, Series 1996, VRD RB2.60%
NYC TRAN FIN AUTH-C-42.28%
CTSHSG 2.77 11/15/20502.28%
Illinois Finance Authority, Series 2008, RB2.18%
HOUSTON TX UTILITY SYS REVENUE CITY OF HOUSTON TX COMBINED UTILITY SYSTEM REVENUE1.63%
West Palm Beach (City of), FL, Series 2008 C, VRD RB1.63%
Board of Regents of the University of Texas System, Series 2008 B, VRD RB1.63%
Halifax Hospital Medical Center, Series 2008, Ref. VRD RB1.63%
NYC HSG DEV CORP F-31.63%
Harris County Cultural Education Facilities Finance Corp. (Texas Children's Hospital), Series 2015, VRD RB1.30%
NYC TRANS FIN AUTH-B41.30%
NC CHAMED 01/15/20381.30%
State of California1.25%
NYC GO 15F-6 Q=JP V1+1.09%
Cleveland (City of) & Cuyahoga (County of), OH Port Authority (Museum of Art), Series 2005 D, VRD RB0.98%
Louisville (City of) & Jefferson (County of), KY Metropolitan Government (Norton Healthcare, Inc.), Series 2013, RB0.98%
Tennessee (State of), Series 2021, GO Bonds0.89%
Houston (City of), TX, Series 2012, RB0.89%
State of Louisiana Gasoline & Fuels Tax Revenue0.73%
NYC WTR AA 2 Q=JP V10.73%
NYC-D4-ADJ0.72%
State of Ohio, Series 2019, RB0.65%
NYSHSG 2.77 11/15/20360.65%
CITY OF MINNEAPOLIS M VAR0.65%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Variable Rate Series 20200.65%
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS VAR 06/15/20500.65%
OAKLAND UNIV MI REVENUE0.65%
Iowa Finance Authority, Series 2018, RB0.65%
MASSACHUSETTS ST DEV FIN AGY REVENUE0.65%
Wisconsin (State of) Housing & Economic Development Authority, Series 2015 C, VRD RB0.65%
Massachusetts Development Finance Agency, Series 2024 U-10.65%
Wisconsin (State of) Health & Educational Facilities Authority (Aspirus Wausau Hospital), Series 2004, VRD RB0.65%
New Hampshire (State of) Business Finance Authority, Series 2024, VRD RB0.65%
Public Building Authority of Blount County Tennessee (The), Series 2003, RB0.63%
DELAWARE VLY REGL FIN0.63%
Louisiana Public Facilities Authority, Series 2017, RB0.55%
Tarrant County Cultural Education Facilities Finance Corp0.52%
County of Clark Department of Aviation, Series 2008, RB0.52%
BAY AREA TOLL AUTHORITY FRN 04-01-550.52%
Sevier (County of), TN Public Building Authority (The), Series 2004, RB0.50%
Illinois Finance Authority, Series 2006, RB0.49%
County of Shelby TN0.49%

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%

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