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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
451
PR
Payden & Rygel
California
$11.7M +$3.31M 1 0.95% Increased
452
CCM
Crestwood Capital Management
New York
$11.6M -$3.92M 1 6.93% Reduced
453
AAM
AMI Asset Management
California
$11.6M +$4.23M 1 0.83% Increased
454
HIM
HughesLittle Investment Management
$11.5M -$132K 1 5.58% Reduced
455
BA
Broadview Advisors
Wisconsin
$11.5M +$1.7M 1 1.89% Increased
456
SSB
Sandy Spring Bank
Maryland
$11.5M +$94.4K 4 1.02% Increased
457
Advisor Group
Advisor Group
Arizona
$11.5M +$926K 10 0.16% Increased
458
TPCM
Three Peaks Capital Management
Colorado
$11.5M +$1.14M 1 1.96% Increased
459
TSS
Two Sigma Securities
New York
$11.3M +$9.03M 5 0.06% Increased
460
Swiss Life Asset Management
Swiss Life Asset Management
$11.2M +$648K 3 0.2% Increased
461
GGHC
Gilder Gagnon Howe & Co
New York
$11.2M -$37.4K 1 0.14% Reduced
462
Barings
Barings
North Carolina
$11.2M $0 2 0.16% Maintained
463
RAM
RK Asset Management
Michigan
$11M -$1.21M 1 10.95% Reduced
464
Brinker Capital
Brinker Capital
Pennsylvania
$11M +$460K 5 0.43% Increased
465
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11M -$2.44M 7 0.2% Reduced
466
Mutual of America Capital Management
Mutual of America Capital Management
New York
$11M -$384K 4 0.17% Reduced
467
CG
Cutler Group
California
$11M -$5.23M 4 0.94% Reduced
468
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$10.9M -$570K 5 0.07% Reduced
469
Westwood Holdings Group
Westwood Holdings Group
Texas
$10.8M -$234K 2 0.09% Reduced
470
HR
Howe & Rusling
New York
$10.8M +$122K 5 1.95% Increased
471
KCPG
Kavar Capital Partners Group
Kansas
$10.8M -$2.89M 5 5.61% Reduced
472
NewEdge Advisors
NewEdge Advisors
Louisiana
$10.7M -$179K 2 1.22% Reduced
473
CS
Credential Securities
$10.7M +$1.04M 3 2.55% Increased
474
TIAA FSB
TIAA FSB
Florida
$10.6M -$1.05M 3 0.06% Reduced
475
AAM
Auxier Asset Management
Oregon
$10.6M -$18K 2 2.12% Reduced