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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
876
EFS
Essex Financial Services
Connecticut
$562K -$50.6K 2 0.18% Reduced
877
BAC
Boys Arnold & Co
North Carolina
$554K +$4.38K 1 0.12% Increased
878
FANJ
Financial Architects (New Jersey)
New Jersey
$543K -$5.1K 4 0.35% Reduced
879
UMB Bank
UMB Bank
Missouri
$541K $0 1 0.03% Maintained
880
FIM
Freedom Investment Management
Connecticut
$540K +$286K 2 0.15% Increased
881
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$538K $0 1 0.07% Maintained
882
Diversified Trust
Diversified Trust
Tennessee
$530K -$30.2K 1 0.06% Reduced
883
Williams Jones & Associates
Williams Jones & Associates
New York
$520K +$2K 1 0.03% Increased
884
BWAM
Boyd Watterson Asset Management
Ohio
$515K +$41.2K 1 0.25% Increased
885
Verition Fund Management
Verition Fund Management
Connecticut
$515K -$601K 1 0.08% Reduced
886
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$512K -$12.8M 3 0.01% Reduced
887
Welch Group
Welch Group
Alabama
$505K $0 1 0.12% Maintained
888
WFM
Wilmington Funds Management
Delaware
$504K -$113K 2 0.05% Reduced
889
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$504K +$61.3K 1 0.03% Increased
890
MAM
Meeder Asset Management
Ohio
$502K -$500K 1 0.1% Reduced
891
OWD
Osborn Williams & Donohoe
Ohio
$498K $0 1 0.12% Maintained
892
DL
Delta Lloyd
Netherlands
$494K +$258K 2 0.02% Increased
893
JAMONY
Jacob Asset Management of New York
California
$492K $0 2 0.61% Maintained
894
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$490K -$28.1K 1 0.01% Reduced
895
WTIM
Wilmington Trust Investment Management
Delaware
$486K $0 2 0.1% Maintained
896
OMCS
Old Mutual Customised Solutions
South Africa
$482K -$143K 3 0.14% Reduced
897
ANBT
American National Bank & Trust
Texas
$481K -$10K 1 0.2% Reduced
898
FPCM
Financial Partners Capital Management
New York
$480K -$12.5K 1 0.19% Reduced
899
BFA
Beaumont Financial Advisors
Massachusetts
$477K +$2.63K 1 0.04% Increased
900
FNB
First Niagara Bank
New York
$475K +$7.13K 1 0.1% Increased