Baker Ellis Asset Management LLC
CIK Number: 0001365559
706.77M
Market Value
215
# of Holdings
22 months
Avg. Holding Period
68.64%
Win Rate
21.96%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 291.68 | +0.09% | 244.18K | -2.07% | 69.14M | 100.27 | 9.78% | |
| 2 | Berkshire Hatha... | 451.84 | -0.24% | 67.08K | +1.44% | 30.87M | 151.51 | 4.37% | |
| 3 | Microsoft Corp | 424.56 | +0.52% | 56.21K | +0.45% | 24.19M | 68.83 | 3.42% | |
| 4 | Vanguard World ... | 626.80 | -0.11% | 35.13K | -3.58% | 20.60M | 114.72 | 2.92% | |
| 5 | Vanguard Whiteh... | 127.96 | +0.16% | 148.45K | -2.38% | 19.03M | 82.97 | 2.69% |
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