Rafael Guijarro

City National Bank Of Florida Msd

Assets Managed

$167.727M

Holdings

127

Last Quarter

2026 - Q1

Filed Date

1mo 7d ago

Growth Rate

9.52%(2Q avg: 5.31%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in City National Bank Of Florida Msd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of City National Bank Of Florida Msd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 167.727M in assets, with a quarterly growth rate of 9.52% and a 2-quarter average growth rate of 5.31%. The portfolio is managed by Rafael Guijarro, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 13.75%	25.67%	$43.043M 65,894 shares@ $653.22 avg price	Increased 13.75%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 780.28%	4.34%	$7.269M 58,477 shares@ $124.31 avg price	Increased 780.28%
AGG Ishares Core U.s. Aggregate Recent Activity New Position	3.87%	$6.488M 65,353 shares@ $99.27 avg price	New Position
IWF Ishares Russell 1000 Growth Recent Activity Increased 0.23%	3.1%	$5.197M 12,187 shares@ $426.4 avg price	Increased 0.23%
SRLN Spdr Blackstone Senior Loan Recent Activity Increased 37.43%	3.06%	$5.123M 127,637 shares@ $40.14 avg price	Increased 37.43%
NVDA Nvidia Corp Recent Activity Increased 18.85%	3.06%	$5.123M 29,374 shares@ $174.4 avg price	Increased 18.85%
SMMD Ishares Russell 2500 Etf Recent Activity Decreased -63.44%	2.51%	$4.194M 54,934 shares@ $76.36 avg price	Decreased -63.44%
AAPL Apple Inc Recent Activity Increased 20.89%	2.34%	$3.924M 15,463 shares@ $253.8 avg price	Increased 20.89%
IUSB Ishares Core Total Bond Etf Recent Activity Decreased -15.79%	2.07%	$3.464M 74,984 shares@ $46.2 avg price	Decreased -15.79%
MSFT Microsoft Corp Recent Activity Increased 27.29%	2.04%	$3.417M 9,231 shares@ $370.17 avg price	Increased 27.29%

1-10 of 127