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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
676
HAM
Highstreet Asset Management
Ontario, Canada
$1.76M -$1.5M 1 0.37% Reduced
677
KCM
Karsch Capital Management
New York
$1.74M +$1.65M 1 2.06% New
678
Pinnacle Associates
Pinnacle Associates
New York
$1.74M +$377K 2 0.04% Increased
679
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$1.72M +$428K 3 0.06% Increased
680
NCIM
New Century Investment Management
Michigan
$1.72M -$1.92M 1 1.17% Reduced
681
WBC
Westpac Banking Corp
Australia
$1.72M -$189K 3 0.02% Reduced
682
CI
Chartist Inc
California
$1.71M -$69.8K 1 0.98% Reduced
683
Calamos Wealth Management
Calamos Wealth Management
Illinois
$1.68M -$186K 1 0.55% Reduced
684
AssetMark Inc
AssetMark Inc
California
$1.68M +$1.68M 1 0.04% New
685
SIM
Sentry Investment Management
Wisconsin
$1.66M +$755K 3 0.1% Increased
686
CFM
Country Fund Management
Illinois
$1.65M +$1.58M 1 0.64% New
687
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$1.64M +$652K 2 0.29% Increased
688
PAM
Paradigm Asset Management
New York
$1.63M +$488K 4 0.27% Increased
689
AIM
Allen Investment Management
New York
$1.62M +$81.5K 1 0.44% Increased
690
RIA
Regal Investment Advisors
Michigan
$1.6M -$205K 4 0.94% Reduced
691
CIM
Calvert Investment Management
Maryland
$1.6M $0 2 0.2% Maintained
692
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$1.59M $0 1 0.06% Maintained
693
NCA
NCM Capital Advisers
North Carolina
$1.59M -$928K 1 1.76% Reduced
694
CCG
Cypress Capital Group
Florida
$1.58M -$363K 2 0.39% Reduced
695
WSA
Wall Street Associates
California
$1.58M -$68K 1 0.15% Reduced
696
BAS
Brown Advisory Securities
Maryland
$1.57M -$4.5K 1 0.69% Reduced
697
CT
Coastline Trust
Rhode Island
$1.56M -$544K 1 0.46% Reduced
698
TH
Timber Hill
Connecticut
$1.55M -$3.77M 2 0.01% Reduced
699
TCM
Tradition Capital Management
New Jersey
$1.53M +$98.6K 1 0.54% Increased
700
Creative Planning
Creative Planning
Kansas
$1.53M +$304K 6 0.03% Increased