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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
AGGIshares Tr
Recent Activity
Increased 9.75%
1.06%
$28.049M
276,977 shares@ $101.27 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -4.83%
1.05%
$27.801M
131,845 shares@ $210.86 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -14.04%
0.95%
$24.995M
205,892 shares@ $121.4 avg price
MAMastercard Incorporated
Recent Activity
Decreased -7.82%
0.9%
$23.674M
47,942 shares@ $493.81 avg price
IWMIshares Tr
Recent Activity
Increased 4.38%
0.88%
$23.359M
105,748 shares@ $220.9 avg price
IWFIshares Tr
Recent Activity
Increased 2.86%
0.86%
$22.567M
60,119 shares@ $375.38 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.46%
0.85%
$22.542M
185,622 shares@ $121.45 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -12.11%
0.84%
$22.165M
294,900 shares@ $75.16 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -4.83%
0.74%
$19.607M
97,042 shares@ $202.06 avg price
SUSuncor Energy Inc New
Recent Activity
Decreased -6.98%
0.74%
$19.593M
530,696 shares@ $36.93 avg price