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CITY NATIONAL BANK OF FLORIDA /MSD 13F portfolio summary

CITY NATIONAL BANK OF FLORIDA /MSD of CITY NATIONAL BANK OF FLORIDA /MSD has 127 current stock holdings with a reported portfolio value of $167.7M. The portfolio 1 year return is +15.13%. Top holdings include BND (0.00%), AGG (0.00%), IVV (26.76%), IJR (4.52%), IWF (3.23%).

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CITY NATIONAL BANK OF FLORIDA /MSD

CITY NATIONAL BANK OF FLORIDA /MSD
Latest filing: 2026-03-31

CITY NATIONAL BANK OF FLORIDA /MSD runs CITY NATIONAL BANK OF FLORIDA /MSD and currently holds 127 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $167.73M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CITY NATIONAL BANK OF FLORIDA /MSD ranks #959 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CITY NATIONAL BANK OF FLORIDA /MSD's portfolio at CITY NATIONAL BANK OF FLORIDA /MSD has delivered returns of +15.13%. Their 3-year annualized return is +11.47%. Looking at the 5-year horizon, CITY NATIONAL BANK OF FLORIDA /MSD has achieved +11.47% annualized returns at CITY NATIONAL BANK OF FLORIDA /MSD.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.13%
#873/1000
3 Year
+11.47%
#959/1000
5 Year
+11.47%
#954/1000

Portfolio Value

$167.73M

Alpha Score

10.8

#959 of 1000

Holdings

127

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change