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Home > Institutional Investor > Baker Ellis Asset Management Llc > Profile

Instuitional Investor - Baker Ellis Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Baker Ellis Asset Management Llc
Portfolio Value $679,643,689
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 244,261 $70,789,392 10.41%
2.
Berkshire Hathaway Inc
 BRK.A 67,195 $30,458,325 4.48%
3.
Microsoft Corp
 MSFT 55,810 $23,523,727 3.46%
4.
Vanguard World Fund
 34,546 $21,480,703 3.16%
5.
Vanguard Whitehall Funds
 147,389 $18,805,384 2.76%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)