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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
351
TIAA CREF Trust
TIAA CREF Trust
Missouri
$16.3M -$6.51M 2 0.16% Reduced
352
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$16.2M -$3.61M 3 0.58% Reduced
353
WIM
Weitz Investment Management
Nebraska
$16.1M +$10.6K 2 0.57% Increased
354
PP
Patten & Patten
Tennessee
$16.1M -$233K 2 2.29% Reduced
355
Fiduciary Trust
Fiduciary Trust
Massachusetts
$16M +$15.4M 3 0.57% New
356
AAM
Aureus Asset Management
Massachusetts
$16M -$682K 1 3.49% Reduced
357
PWLP
Prio Wealth Limited Partnership
Massachusetts
$16M -$74.7K 1 0.87% Reduced
358
RC
RBO & Co
California
$15.9M +$644K 2 4.77% Increased
359
Everett Harris & Co
Everett Harris & Co
California
$15.8M -$139K 3 0.57% Reduced
360
ACM
Atlanta Capital Management
Georgia
$15.8M +$2.22M 1 0.11% Increased
361
ACP
Ashfield Capital Partners
California
$15.8M -$5.92M 2 1.14% Reduced
362
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.7M +$2.64M 4 0.17% Increased
363
Daiwa Securities Group
Daiwa Securities Group
Japan
$15.7M +$7.1M 5 0.1% Increased
364
Arizona State Retirement System
Arizona State Retirement System
Arizona
$15.6M +$801K 4 0.2% Increased
365
Curi RMB Capital
Curi RMB Capital
Illinois
$15.5M -$1.48M 2 1.01% Reduced
366
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$15.5M +$951K 8 0.25% Increased
367
OCA
Otter Creek Advisors
Florida
$15.3M -$846K 1 2.81% Reduced
368
AAM
Auxier Asset Management
Oregon
$15.3M -$202K 2 3.61% Reduced
369
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$15.2M -$514K 2 0.97% Reduced
370
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$15.2M -$57.2M 2 0.18% Reduced
371
Hancock Whitney
Hancock Whitney
Mississippi
$15.1M -$2.59M 1 0.63% Reduced
372
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.1M -$894K 5 0.36% Reduced
373
Causeway Capital Management
Causeway Capital Management
California
$15.1M -$8.04M 2 0.35% Reduced
374
UIM
Underhill Investment Management
California
$14.7M -$541K 1 7.42% Reduced
375
NC
Nitorum Capital
New York
$14.7M +$4.75M 1 7.59% Increased