HoldingsChannel.com
First Foundation Advisors Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Microsoft Corp 1,265,112 +9,034 $199,508
     MSFT1,265,112+9,034$199,508
Facebook Inc 860,501 +82,536 $176,618
     FB860,501+82,536$176,618
Alphabet Inc Class C 65,537 +720 $87,625
     GOOG65,537+720$87,625
Vereit Inc 7,849,662 +4,646 $72,531
     VER7,849,662+4,646$72,531
iShares Gold Trust (IAU) 4,866,566 -700,850 $70,565
     IAU4,866,566-700,850$70,565
Berkshire Hathaway Inc Cl B      $69,617
     BRK.B286,370-5,139$64,863
     BRK.A14UNCH$4,754
Walt Disney Co 396,205 +19,348 $57,303
     DIS396,205+19,348$57,303
Amazon.com Inc 24,255 +481 $44,819
     AMZN24,255+481$44,819
Gaming & Leisure Properties 980,525 UNCH $42,212
     GLPI980,525UNCH$42,212
Mastercard Inc 126,795 +5,652 $37,860
     MA126,795+5,652$37,860
United Parcel Service Inc 312,242 +97 $36,551
     UPS312,242+97$36,551
Medtronic PLC 290,605 +1,573 $32,969
     MDT290,605+1,573$32,969
Lowe s Companies Inc 272,107 +50,059 $32,588
     LOW272,107+50,059$32,588
JPMorgan Chase & Co 202,351 -670 $28,208
     JPM202,351-670$28,208
Pfizer Inc 674,740 -106,688 $26,436
     PFE674,740-106,688$26,436
iShares S&P 500 Index Fund (IVV) 72,258 +30,813 $23,357
     IVV72,258+30,813$23,357
IQVIA Holdings Inc 147,378 +3,791 $22,771
     IQV147,378+3,791$22,771
salesforce.com Inc 139,127 +90,165 $22,628
     CRM139,127+90,165$22,628
Philip Morris International In 260,108 -13,847 $22,133
     PM260,108-13,847$22,133
Goldman Sachs Group Inc 95,074 +158 $21,860
     GS95,074+158$21,860
Martin Marietta Materials Inc 76,152 -1,648 $21,295
     MLM76,152-1,648$21,295
Liberty Broadband Corp Com Cl 159,318 -2,012 $20,034
     LBRDK159,318-2,012$20,034
Apple Inc 67,703 -3,000 $19,881
     AAPL67,703-3,000$19,881
Visa Inc 104,392 +3,346 $19,615
     V104,392+3,346$19,615
Booking Holdings Inc 9,133 +491 $18,757
     BKNG9,133+491$18,757
BlackRock Inc 36,788 -11,269 $18,493
     BLK36,788-11,269$18,493
DuPont de Nemours Inc 277,681 +36,766 $17,828
     DD277,681+36,766$17,828
SPDR S&P 500 ETF Unit Trust (SPY) 53,782 +7,661 $17,310
     SPY53,782+7,661$17,310
Retail Opportunity Investments 928,868 -256,103 $16,404
     ROIC928,868-256,103$16,404
Brookfield Asset Management In 283,121 -65,022 $16,365
     BAM283,121-65,022$16,365
Sony Corp ADR 234,104 -40,062 $15,919
     SNE234,104-40,062$15,919
Starwood Property Trust Inc 639,099 +10,223 $15,888
     STWD639,099+10,223$15,888
Unilever PLC 267,226 +3,997 $15,277
     UL267,226+3,997$15,277
Rexford Industrial Realty Inc 325,025 -11,111 $14,844
     REXR325,025-11,111$14,844
QUALCOMM Inc 167,130 -7,261 $14,745
     QCOM167,130-7,261$14,745
Ball Corp 219,014 +8,023 $14,164
     BLL219,014+8,023$14,164
UnitedHealth Group Inc 44,413 +14,380 $13,056
     UNH44,413+14,380$13,056
Enbridge Inc 322,523 +47,824 $12,827
     ENB322,523+47,824$12,827
Kayne Anderson MLP Midstream I 899,837 -54,747 $12,534
     KYN899,837-54,747$12,534
Southwest Airlines Co 230,223 +12,126 $12,427
     LUV230,223+12,126$12,427
AmerisourceBergen Corp 144,363 -2,255 $12,274
     ABC144,363-2,255$12,274
Anthem Inc 40,193 +1,566 $12,140
     ANTM40,193+1,566$12,140
Anheuser Busch InBev NV ADR 146,452 -18,312 $12,015
     BUD146,452-18,312$12,015
Texas Instruments Inc 91,520 +1,847 $11,741
     TXN91,520+1,847$11,741
JPMorgan Alerian MLP Index ETN (AMJ) 518,833 +518,833 $11,316
     AMJ518,833+518,833$11,316
Lennar Corp Cl B      $11,098
     LEN.B248,271-56,544$11,098
PICO Holdings Inc 992,845 -2,788 $11,041
     PICO992,845-2,788$11,041
PIMCO Energy & Tactical Credit 655,786 -107,834 $10,820
     NRGX655,786-107,834$10,820
CenturyLink Inc 810,653 -161,616 $10,709
     CTL810,653-161,616$10,709
SPDR Gold Trust (GLD) 67,826 +64,065 $9,692
     GLD67,826+64,065$9,692

See Full List: All Stocks Held By First Foundation Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By First Foundation Advisors

Size ($ in 1000's)
At 12/31/2019: $2,021,051
At 09/30/2019: $1,873,194

Combined Holding Report Includes:
FIRST FOUNDATION ADVISORS
HIGHLAND CAPITAL MANAGEMENT LP

First Foundation Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First Foundation Advisors 13F filings. Link to 13F filings: SEC filings

First Foundation Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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