FFB
First Financial Bankshares Portfolio holdings
AUM
$4.46B
1-Year Est. Return
20.42%
1 Year Est. Return
+20.42%
AUM
$4.63B
AUM Growth
+$12.2M
(+0.26%)
Holding
184
Top Buys
| 1 | +$65.6M | |
| 2 | +$38.7M | |
| 3 | +$33.6M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$29.6M |
| 5 |
Broadcom
AVGO
|
+$14.1M |
Top Sells
| 1 | +$20.6M | |
| 2 | +$18.4M | |
| 3 | +$14.8M | |
| 4 |
Lowe's Companies
LOW
|
+$14.4M |
| 5 |
Merck
MRK
|
+$13.5M |
Sector Composition
| 1 | Financials | 25.04% |
| 2 | Technology | 16.13% |
| 3 | Healthcare | 8.46% |
| 4 | Energy | 6.15% |
| 5 | Consumer Staples | 5.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Generac Holdings
GNRC
$9.11B
| – | – |
-17,581
|
|
||
177
Quaker Houghton
KWR
$2.39B
| – | – |
-1,423
|
|
||
178
lululemon athletica
LULU
$19.7B
| – | – |
-3,303
|
|
||
179
Lamb Weston
LW
$8.7B
| – | – |
-89,588
|
|
||
180
iShares National Muni Bond ETF
MUB
$40.2B
| – | – |
-4,155
|
|
||
181
Roper Technologies
ROP
$48.1B
| – | – |
-4,104
|
|
||
182
Invesco Advantage Municipal Income Trust II
VKI
$400M
| – | – |
-11,075
|
|
||
183
Workday
WDAY
$60.1B
| – | – |
-33,049
|
|
||
184
Cipher Mining
CIFR
$8.17B
| – | – |
-2,397,424
|
|