First National Bank Of Mount Dora, Trust Investment Services is an investment fund managing more than $375 billion ran by Tammy Rollins. There are currently 107 companies in Mrs. Rollins’s portfolio. The largest investments include Spdr S&p 500 Etf Tr and Apple Inc, together worth $30.2 billion.
Limited to 30 biggest holdings
$375 billion Assets Under Management (AUM)
As of 29th December 2023, First National Bank Of Mount Dora, Trust Investment Services’s top holding is 34,338 shares of Spdr S&p 500 Etf Tr currently worth over $16.3 billion and making up 4.3% of the portfolio value.In addition, the fund holds 72,213 shares of Apple Inc worth $13.9 billion, whose value fell 4.9% in the past six months. The third-largest holding is NVIDIA Corp worth $13.4 billion and the next is Microsoft worth $12.8 billion, with 33,974 shares owned.
Currently, First National Bank Of Mount Dora, Trust Investment Services's portfolio is worth at least $375 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at First National Bank Of Mount Dora, Trust Investment Services
The First National Bank Of Mount Dora, Trust Investment Services office and employees reside in Mount Dora, Florida. According to the last 13-F report filed with the SEC, Tammy Rollins serves as the Tr Officer at First National Bank Of Mount Dora, Trust Investment Services.
