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GREGORY S. BRUCE

@First Foundation Advisors

Latest period2024 - Q3ReportedManaged Assets$2.655BTotal holdings355
Assets growth rate1.45%Assets growth rate (2-Q avg)3.08%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in First Foundation Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 355 positions.

Assets under management

The assets under management (AUM) of First Foundation Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.655B in assets, with a quarterly growth rate of 1.45% and a 2-quarter average growth rate of 3.08%. The portfolio is managed by GREGORY S. BRUCE, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -1.35%
16.99%
$450.962M
1.048M shares@ $430.31 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -1.22%
3.88%
$102.912M
1.061M shares@ $96.96 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -7.68%
3.53%
$93.616M
559,940 shares@ $167.2 avg price
AAPLApple Inc
Recent Activity
Decreased -2.79%
2.9%
$76.761M
329,448 shares@ $233.0 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.96%
2.61%
$69.238M
371,590 shares@ $186.33 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -5.52%
2.34%
$61.95M
134,598 shares@ $460.26 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -7.67%
1.65%
$43.666M
320,274 shares@ $136.34 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Decreased -0.01%
1.53%
$40.435M
1.118M shares@ $36.17 avg price
PWZInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -3.46%
1.43%
$37.729M
1.504M shares@ $25.09 avg price
GSSCGoldman Sachs Etf Tr
Recent Activity
Decreased -0.07%
1.36%
$35.955M
518,478 shares@ $69.35 avg price