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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
401
Curi RMB Capital
Curi RMB Capital
Illinois
$14.3M -$1.64M 2 0.75% Reduced
402
Prudential plc
Prudential plc
United Kingdom
$14.3M $0 3 0.06% Maintained
403
TTWM
TCV Trust & Wealth Management
Virginia
$14.2M +$1.26M 3 2.47% Increased
404
Fiduciary Trust
Fiduciary Trust
Massachusetts
$14.2M -$2.57M 3 0.5% Reduced
405
ACP
Ashfield Capital Partners
California
$14.1M -$2.53M 2 1.14% Reduced
406
DnB Asset Management
DnB Asset Management
Norway
$14M +$281K 3 0.3% Increased
407
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$13.9M -$3.45M 2 0.49% Reduced
408
DCM
Decatur Capital Management
Georgia
$13.9M -$7M 1 1.88% Reduced
409
BB&T Securities
BB&T Securities
Virginia
$13.9M +$88.7K 5 0.21% Increased
410
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$13.9M -$388K 4 0.29% Reduced
411
WBC
Westpac Banking Corp
Australia
$13.8M +$8.1M 4 0.15% Increased
412
Capstone Investment Advisors
Capstone Investment Advisors
New York
$13.6M +$12.5M 2 0.26% Increased
413
MIP
Marietta Investment Partners
Wisconsin
$13.6M +$3.36M 2 4.85% Increased
414
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$13.6M +$4.61M 4 1.1% Increased
415
SFG
Sather Financial Group
Texas
$13.6M +$7.5M 2 5.27% Increased
416
AL
Airain Ltd
Guernsey
$13.6M +$11.2M 1 0.78% Increased
417
EULAV Asset Management
EULAV Asset Management
Florida
$13.5M -$748K 3 0.74% Reduced
418
GIM
Greystone Investment Management
Ohio
$13.5M -$113K 2 6.09% Reduced
419
SW
SVB Wealth
Massachusetts
$13.5M -$485K 3 0.55% Reduced
420
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.1M -$2.63M 5 0.3% Reduced
421
PAS
Professional Advisory Services
Florida
$13M +$300K 1 2.99% Increased
422
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$13M +$2.63M 2 0.14% Increased
423
AP
Archon Partners
New Jersey
$13M +$118K 2 3.54% Increased
424
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$13M +$905K 4 0.17% Increased
425
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$12.8M -$521K 3 0.3% Reduced