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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
NUMGNushares Etf Tr
Recent Activity
Exited
0%
$234,304
5,604 shares@ $41.82 avg price
EIXEdison Intl
Recent Activity
Exited
0%
$234,244
3,262 shares@ $71.81 avg price
WFCWells Fargo Co New
Recent Activity
Exited
0%
$225,503
3,797 shares@ $59.39 avg price
QUALIshares Tr
Recent Activity
Exited
0%
$222,216
1,301 shares@ $170.81 avg price
KMBKimberly-clark Corp
Recent Activity
Exited
0%
$222,087
1,607 shares@ $138.2 avg price
NUMVNushares Etf Tr
Recent Activity
Exited
0%
$215,951
6,538 shares@ $33.04 avg price
DVYIshares Tr
Recent Activity
Exited
0%
$215,587
1,782 shares@ $120.99 avg price
NSCNorfolk Southn Corp
Recent Activity
Exited
0%
$205,459
957 shares@ $214.7 avg price
STZConstellation Brands Inc
Recent Activity
Exited
0%
$198,620
772 shares@ $257.28 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Exited
0%
$162,646
347 shares@ $468.73 avg price