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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
Fiduciary Trust
Fiduciary Trust
Massachusetts
$13.7M -$584K 3 0.47% Reduced
402
HighTower Advisors
HighTower Advisors
Illinois
$13.7M +$2.4M 6 0.16% Increased
403
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$13.7M +$541K 3 0.3% Increased
404
QIM
Quest Investment Management
Oregon
$13.6M +$13.4M 1 1.79% New
405
SFG
Sather Financial Group
Texas
$13.6M -$250K 2 5.2% Reduced
406
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.5M +$2.31M 3 0.14% Increased
407
HCM
Hilton Capital Management
New York
$13.5M +$1.02M 1 3.34% Increased
408
CCMH
Cornerstone Capital Management Holdings
New York
$13.5M -$6.76M 5 0.1% Reduced
409
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$13.3M +$9.52M 2 0.42% Increased
410
RMA
Roffman Miller Associates
Pennsylvania
$13.2M +$405K 1 2.14% Increased
411
PAS
Professional Advisory Services
Florida
$13.1M -$352K 1 2.98% Reduced
412
ACP
Ashfield Capital Partners
California
$13M -$1.11M 2 1.07% Reduced
413
FCE
Fiera Capital (Europe)
Cayman Islands
$13M +$617K 1 7.64% Increased
414
CT
Cambridge Trust
Massachusetts
$12.9M +$111K 2 0.95% Increased
415
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$12.9M -$2.17M 4 0.02% Reduced
416
Veritable
Veritable
Delaware
$12.9M +$731K 7 0.32% Increased
417
TPCM
Three Peaks Capital Management
Colorado
$12.8M +$686K 1 2.06% Increased
418
Nuveen
Nuveen
North Carolina
$12.8M -$14.9M 3 0.07% Reduced
419
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$12.6M -$379K 5 0.1% Reduced
420
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.6M -$665K 5 0.29% Reduced
421
MUFG Americas
MUFG Americas
New York
$12.6M +$497K 4 0.43% Increased
422
MIM
Manitou Investment Management
Ontario, Canada
$12.6M -$554K 1 4.1% Reduced
423
BWP
Baldwin Wealth Partners
Massachusetts
$12.5M +$198K 4 2.26% Increased
424
TBA
Tower Bridge Advisors
Pennsylvania
$12.4M -$163K 2 1.51% Reduced
425
SAM
Strategy Asset Managers
California
$12.3M -$127K 2 2.77% Reduced