CITY NATIONAL BANK OF FLORIDA /MSD 13F Portfolio
CITY NATIONAL BANK OF FLORIDA /MSD runs CITY NATIONAL BANK OF FLORIDA /MSD and currently holds 150 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $238.49M. Their top holdings are IVV, IJR, NVDA, AGG, IEFA. The top five represent 37.7% of reported portfolio weight. CITY NATIONAL BANK OF FLORIDA /MSD ranks #874 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CITY NATIONAL BANK OF FLORIDA /MSD initiated 13 new positions. They added to 71 existing positions. They trimmed 13 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$238.49M
Alpha Score
22.7
#874 of 1000
Holdings
150
CITY NATIONAL BANK OF FLORIDA /MSD Current 13F Holdings
Reported holdings from CITY NATIONAL BANK OF FLORIDA /MSD's latest SEC 13F filing, ranked by portfolio weight.
150 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES CORE S&P 500 (MKT) | 22.65% | $614.34 | $781.99 | +27.29% | Added +9.49% |
 IJR ISHARES CORE S&P SMALL-CAP (MKT) | 4.96% | $129.97 | $137.51 | +5.80% | Added +36.42% |
 NVDA NVIDIA CORPORATION SR NT | 3.81% | $165.54 | $229.28 | +38.50% | Added +54.80% |
 AGG ISHARES CORE TOTAL US BOND | 3.51% | $99.20 | $94.60 | -4.64% | Added +29.30% |
 IEFA ISHARES CORE MSCI EAFE | 2.76% | $87.94 | $96.50 | +9.73% | Added +170.74% |
 AAPL APPLE INC | 2.57% | $258.56 | $336.68 | +30.21% | Added +37.22% |
 IWF ISHARES RUSSELL 1000 GROWTH | 2.49% | $194.56 | $127.91 | -34.26% | Added +292.14% |
 MSFT MICROSOFT CORP | 2.29% | $399.26 | $535.07 | +34.02% | Added +58.48% |
 GOOGL ALPHABET INC SR | 2.10% | $247.10 | $351.66 | +42.31% | Added +34.53% |
 SMMD ISHARE RUSSEL 2500 ETF | 2.08% | $67.33 | $86.37 | +28.27% | Trimmed -1.22% |
Showing 1-10 of 150