Baker Ellis Asset Management LLC

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Assets, Funds, Holdings

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CAFR Data
Baker Ellis Asset Management LLC
CRD #121802
SEC #801-61479
CIK #1365559
AUM $585.9 MM (99% Disc, 98% US)
Employees6 (67% Investors, 0% Brokers)
Phone503-227-5778
Address1231 NW Hoyt Street
Portland, OR 97209
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
59047235423611802001200720142021
Sector Holding Cap ($MM) Value ($MM)
VTI29.9
VYM15.5
VOO8.8
VGT8.5
MSFT865,660.06.6
EFAV6.6
UNP117,760.06.0
KR19,680.06.0
PEP163,770.05.9
GBIL5.1
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
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NC 0.6
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CA 0.6
Quattro Financial Advisors LLC
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Hutchinson Capital Management
CA 0.6
Steigerwald Gordon & Koch Inc
VA 0.6
New England Investment Consultants Ltd
RI 0.6
MEG Green & Associates Inc
FL 0.6
Chicago Asset Management Company
IL 0.6
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