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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
63
5
10
4
4
1
45
11
13
FIRST FOUNDATION ADVISORS

Time Period2018-03-31

Total Holdings321

Total Value ($x1000)1,792,236
Activities
New36

Increased112

Unchanged38

Decreased135

Sold Out45

Top 10 Stock Holdingstotal 34.49%
MSFT6.57

FB5.55

BRK.B3.63

UPS3.19

VER3.17

 
GOOG2.62

JNJ2.48

ROIC2.47

GPT2.47

PM2.34

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
6.57%
COM
FB
5.55%
CL A
BRK.B
3.63%
CL B NEW
UPS
3.19%
CL B
VER
3.17%
COM
GOOG
2.62%
CAP STK CL C
JNJ
2.48%
COM
ROIC
2.47%
COM
GPT
2.47%
COM NEW
PM
2.34%
COM
PNK
2.27%
COM
BK
2.08%
COM
REXR
2%
COM
PFE
1.97%
COM
ORCL
1.87%
COM
DIS
1.69%
COM DISNEY
STWD
1.68%
COM
UTX
1.65%
COM
MO
1.65%
COM
MDT
1.64%
SHS
FOXA
1.61%
CL A
GS
1.6%
COM
BLK
1.46%
COM
BTI
1.4%
SPONSORED ADR
MAGA
1.39%
POINT BRIDGE GOP
SLB
1.36%
COM
DEO
1.32%
SPON ADR NEW
CTL
1.29%
COM
BLL
1.21%
COM
WBA
1.2%
COM
BUD
1.16%
SPONSORED ADR
UL
1.14%
SPON ADR NEW
MDLZ
1.13%
CL A
GLPI
1.09%
COM
MLM
0.99%
COM
BAM
0.79%
CL A LTD VT SH
QCOM
0.79%
COM
OXY
0.74%
COM
RSG
0.72%
COM
JPM
0.67%
COM
AAPL
0.63%
COM
DWDP
0.62%
COM
PICO
0.61%
COM NEW
PCI
0.56%
COM SHS
JQC
0.47%
COM SHS
AMZN
0.45%
COM
BABA
0.43%
SPONSORED ADS
PFN
0.38%
COM
SPY
0.38%
TR UNIT
FRA
0.35%
COM
TSI
0.33%
COM
VTA
0.31%
COM
MINT
0.29%
ENHAN SHRT MAT
NFLX
0.29%
COM
HD
0.28%
COM
VOO
0.27%
SHS
GILD
0.27%
COM
BLW
0.27%
COM SHS
BRK.A
0.27%
CL A
JPC
0.27%
COM
XOM
0.27%
COM
NVDA
0.26%
COM
TWX
0.24%
COM NEW
FCT
0.24%
COM
TAL
0.24%
ADS REPSTG COM
WFC/PL
0.24%
PERP PFD CNV A
HYB
0.22%
COM NEW
CSCO
0.22%
COM
JMBA
0.22%
COM NEW
KO
0.22%
COM
FWONA
0.21%
COM A MEDIA GRP
BTZ
0.21%
COM
GOOGL
0.2%
CAP STK CL A
MMT
0.19%
SH BEN INT
VO
0.19%
MID CAP ETF
PCM
0.19%
COM
MU
0.19%
COM
JRI
0.19%
COM
OAK
0.18%
UNIT 99/99/9999
ITOT
0.18%
CORE S&P TTL STK
LDP
0.17%
COM
BIT
0.17%
COM
LRGF
0.17%
FCTSLC MSCI US
AGN
0.17%
SHS
ERC
0.17%
COM SHS
BTT
0.16%
COM SHS BEN IN
ARE
0.16%
COM
BF/B
0.16%
CL B
NCA
0.16%
COM
CVX
0.15%
COM
UNH
0.15%
COM
KMF
0.15%
COM
BHK
0.14%
SHS BEN INT
SCHW
0.14%
COM
ARE/PD
0.14%
PFD CONV SER D
T
0.14%
COM
JOE
0.13%
COM
NKE
0.13%
CL B
FFC
0.13%
COM
EDU
0.13%
SPON ADR
LBTYA
0.13%
SHS CL A
ATVI
0.12%
COM
MON
0.12%
COM
LVS
0.12%
COM
WIW
0.12%
COM
BBN
0.12%
SHS
VNQ
0.12%
REIT ETF
DFP
0.11%
SHS
BA
0.11%
COM
LOW
0.11%
COM
CLCT
0.11%
COM NEW
IVV
0.11%
CORE S&P500 ETF
BOFI
0.11%
COM
NEA
0.11%
COM
VIOO
0.1%
SMLLCP 600 IDX
RNG
0.1%
CL A
DSL
0.1%
COM
NAC
0.1%
COM
PG
0.1%
COM
NBB
0.09%
COM
TAP
0.09%
CL B
WYNN
0.09%
COM
BAC/PL
0.09%
7.25%CNV PFD L
SGH
0.09%
SHS
SBUX
0.08%
COM
MUC
0.08%
COM
RMT
0.08%
COM
NAD
0.08%
COM
ETX
0.08%
SHS
BAC
0.08%
COM
INTC
0.08%
COM
IWN
0.08%
RUS 2000 VAL ETF
MSI
0.08%
COM NEW
EOT
0.08%
COM SHS
WB
0.08%
SPONSORED ADR
GRUB
0.08%
COM
EBAY
0.07%
COM
TYG
0.07%
COM
MNK
0.07%
SHS
IQI
0.07%
COM
PEP
0.07%
COM
MCD
0.07%
COM
KED
0.07%
COM
KYN
0.07%
COM
SWKS
0.07%
COM
DXC
0.07%
COM
RA
0.07%
SHS BEN INT
COST
0.06%
COM
YY
0.06%
ADS REPCOM CLA
IJH
0.06%
CORE S&P MCP ETF
RLJ/PA
0.06%
CUM CONV PFD A
CEV
0.06%
SH BEN INT
VCV
0.06%
COM
RHT
0.06%
COM
MMM
0.06%
COM
RCII
0.06%
COM
MAC
0.06%
COM
EIX
0.06%
COM
GMZ
0.06%
SHS
IBM
0.06%
COM
SNLN
0.06%
HI LD IBOXX SRLN
DBX
0.06%
CL A
EA
0.05%
COM
PDI
0.05%
SHS
EIM
0.05%
COM
ENTG
0.05%
COM
ISRG
0.05%
COM NEW
NOW
0.05%
COM
ABBV
0.05%
COM
WFC
0.05%
COM
SGMS
0.05%
CL A
BIP
0.05%
LP INT UNIT
ANET
0.05%
COM
NZF
0.05%
COM SH BEN INT
ADI
0.05%
COM
GSIE
0.05%
ACTIVEBETA INT
TEAM
0.05%
CL A
AMGN
0.04%
COM
MRK
0.04%
COM
V
0.04%
COM CL A
APTV
0.04%
SHS
KTF
0.04%
COM
IEFA
0.04%
CORE MSCI EAFE
IIM
0.04%
COM
LMT
0.04%
COM
ACN
0.04%
SHS CLASS A
KMT
0.04%
COM
VZ
0.04%
COM
VMO
0.04%
COM
WAB
0.04%
COM
DSI
0.04%
MSCI KLD400 SOC
GM
0.04%
COM
AZO
0.04%
COM
PTY
0.04%
COM
TI
0.03%
SPON ADR ORD
EPP
0.03%
MSCI PAC JP ETF
BMY
0.03%
COM
EMR
0.03%
COM
EVC
0.03%
CL A
GNL
0.03%
COM NEW
WMT
0.03%
COM
STLD
0.03%
COM
COL
0.03%
COM
BPL
0.03%
UNIT LTD PARTN
COP
0.03%
COM
HTHT
0.03%
SPONSORED ADR
CVS
0.03%
COM
UNP
0.03%
COM
GE
0.03%
COM
SCHH
0.03%
US REIT ETF
PYPL
0.03%
COM
GBCI
0.03%
COM
ROK
0.03%
COM
RTN
0.03%
COM NEW
SXT
0.03%
COM
CMF
0.03%
CALI AMT-FRE ETF
HON
0.03%
COM
PML
0.03%
COM
EPD
0.03%
COM
CMCSA
0.03%
CL A
EFA
0.03%
MSCI EAFE ETF
WWD
0.03%
COM
GSK
0.03%
SPONSORED ADR
D
0.02%
COM
PSA
0.02%
COM
EFAV
0.02%
EAFE MIN VOL ETF
FOX
0.02%
CL B
EWJ
0.02%
MSCI JPN ETF NEW
NEE
0.02%
COM
XLI
0.02%
SBI INT-INDS
PSX
0.02%
COM
HAIN
0.02%
COM
BOND
0.02%
TOTL RETN ETF
NOV
0.02%
COM
NVG
0.02%
COM
PNC
0.02%
COM
VRIG
0.02%
VAR RAT INV GR
ABT
0.02%
COM
BX
0.02%
COM UNIT LTD
MA
0.02%
CL A
EVV
0.02%
COM
PFL
0.02%
COM
CSII
0.02%
COM
IWF
0.02%
RUS 1000 GRW ETF
C
0.02%
COM NEW
PSEC
0.02%
COM
LQD
0.02%
IBOXX INV CP ETF
DLR
0.02%
COM
RDS/A
0.02%
SPONS ADR A
SYY
0.02%
COM
MCA
0.02%
COM
DE
0.02%
COM
CI
0.02%
COM
ELLI
0.02%
COM
GPS
0.02%
COM
FLOT
0.02%
FLTG RATE BD ETF
GEM
0.02%
ACTIVEBETA EME
EEM
0.02%
MSCI EMG MKT ETF
AMAT
0.02%
COM
LRCX
0.02%
COM
PCY
0.02%
SOVEREIGN DEBT
CL
0.02%
COM
MMP
0.02%
COM UNIT RP LP
LLY
0.02%
COM
GLD
0.02%
GOLD SHS
JEC
0.02%
COM
SQ
0.02%
CL A
IWO
0.02%
RUS 2000 GRW ETF
IWD
0.02%
RUS 1000 VAL ETF
GD
0.02%
COM
JPS
0.02%
COM
PMX
0.02%
COM
ALGN
0.02%
COM
BAX
0.02%
COM
CAT
0.01%
COM
PCAR
0.01%
COM
DUK
0.01%
COM NEW
KMB
0.01%
COM
RLI
0.01%
COM
HYG
0.01%
IBOXX HI YD ETF
FDX
0.01%
COM
IWM
0.01%
RUSSELL 2000 ETF
KHC
0.01%
COM
SPGI
0.01%
COM
EW
0.01%
COM
DVY
0.01%
SELECT DIVID ETF
TRV
0.01%
COM
STZ
0.01%
CL A
MCK
0.01%
COM
FTLS
0.01%
LNG/SHT EQUITY
VCSH
0.01%
SHRT TRM CORP BD
O
0.01%
COM
NXRT
0.01%
COM
TGT
0.01%
COM
NLY
0.01%
COM
USB
0.01%
COM NEW
BFZ
0.01%
SH BEN INT
PCG
0.01%
COM
BGT
0.01%
COM
CYS
0.01%
COM
OXSQ
0.01%
COM
NIQ
0.01%
COM
NKX
0.01%
COM
ETJ
0.01%
COM
JRO
0.01%
COM SHS
PMBC
0.01%
COM
CHW
0.01%
COM
ORC
< 0.01%
COM
NRO
< 0.01%
COM
OCSL
< 0.01%
COM
NCZ
< 0.01%
COM
JE
< 0.01%
COM
TRX
< 0.01%
COM
GNUS
< 0.01%
COM PAR
MCC
< 0.01%
COM
JCP
< 0.01%
COM
KCAP
< 0.01%
COM
UEC
< 0.01%
COM
MYND
< 0.01%
COM NEW
EGO
< 0.01%
COM
IPCI
< 0.01%
COM
GPT
1.95%
COM
SCHV
0.61%
US LCAP VA ETF
NLSN
0.52%
SHS EUR
AGN/PA
0.22%
PFD CONV SER A
AVGO
0.17%
SHS
CELG
0.14%
COM
DHXM
0.13%
SHS VAR VTG
CLGX
0.11%
COM
RSP
0.09%
GUG S&P500 EQ WT
SPYV
0.07%
S&P 500 VALUE
TOTL
0.07%
SPDR TR TACTIC
SCHZ
0.07%
US AGGREGATE B
BIDU
0.07%
SPON ADR REP A
LGF/A
0.06%
CL A VTG
PHB
0.06%
FDM HG YLD RAFI
PPG
0.06%
COM
NTES
0.05%
SPONSORED ADR
CCK
0.05%
COM
GNL
0.04%
COM
AGG
0.04%
CORE TOTUSBD ETF
FISV
0.04%
COM
DBL
0.03%
COM
SIRI
0.03%
COM
TEI
0.03%
COM
VTI
0.03%
TOTAL STK MKT
CRI
0.02%
COM
LYV
0.02%
COM
DBEU
0.02%
DB XTR MSCI EUR
K
0.02%
COM
FAST
0.02%
COM
IVE
0.02%
S&P 500 VAL ETF
GIS
0.02%
COM
NSC
0.02%
COM
IJR
0.01%
CORE S&P SCP ETF
QQQ
0.01%
UNIT SER 1
IBDB
0.01%
2018 CP TM ETF
ANTM
0.01%
COM
XLV
0.01%
SBI HEALTHCARE
PBP
0.01%
S&P 500 BUYWRT
AMLP
0.01%
ALERIAN MLP
LUV
0.01%
COM
ED
0.01%
COM
TICC
0.01%
COM
C/WS/A
< 0.01%
*W EXP 01/04/201
CTRV
< 0.01%
COM