Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FIRST FOUNDATION ADVISORS | 11-15-2023 | 09-30-2023 | 699 | 2,140,782,035 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 1 | $365,347,887 | 1,157,080 | 0.02 | 0.02 | -12,427 | -1.06 | 09-30-2023 |
ALPHABET INC | CAP STK CL C | 2 | $94,373,793 | 715,766 | 0.00 | 0.00 | -56,505 | -7.32 | 09-30-2023 |
AMAZON COM INC | COM | 3 | $57,457,669 | 451,996 | 0.00 | 0.00 | -20,797 | -4.40 | 09-30-2023 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $57,428,592 | 163,941 | 0.00 | 0.00 | -13,983 | -7.86 | 09-30-2023 |