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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
HL Financial Services
HL Financial Services
Kentucky
$32.9M -$260K 3 0.78% Reduced
227
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$32.9M +$2.06M 6 0.29% Increased
228
Aperio Group
Aperio Group
California
$32.7M +$4.26M 11 0.26% Increased
229
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$32.6M -$16.4M 4 0.09% Reduced
230
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$32.1M +$316K 3 2.26% Increased
231
Boston Partners
Boston Partners
Massachusetts
$32.1M -$13.5M 3 0.05% Reduced
232
National Pension Service
National Pension Service
South Korea
$31.9M +$10.3M 3 0.28% Increased
233
D.E. Shaw & Co
D.E. Shaw & Co
New York
$31.7M +$24.1M 6 0.06% Increased
234
IP
Interval Partners
New York
$31.6M -$6.79K 1 2.13% Reduced
235
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$30.7M +$4.05M 10 0.23% Increased
236
USAA
United Services Automobile Association
Texas
$30.5M -$3.61M 6 0.11% Reduced
237
GIM
Greylin Investment Management
Virginia
$30M +$1.44M 1 7.47% Increased
238
Todd Asset Management
Todd Asset Management
Kentucky
$29.9M +$3.74M 3 0.95% Increased
239
KI
Kalmar Investments
Delaware
$29.8M -$2.32M 1 1.32% Reduced
240
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$29.7M -$9.26M 1 0.6% Reduced
241
WCM Investment Management
WCM Investment Management
California
$29.1M +$2.95M 1 0.46% Increased
242
TP
Thunderbird Partners
United Kingdom
$29M -$19.2K 1 3.82% Reduced
243
WBC
Westpac Banking Corp
Australia
$29M +$2.32M 7 0.32% Increased
244
ALPS Advisors
ALPS Advisors
Colorado
$28.8M +$5.66M 2 0.26% Increased
245
Acadian Asset Management
Acadian Asset Management
Massachusetts
$28.8M -$28M 5 0.15% Reduced
246
Foresters Investment Management
Foresters Investment Management
New York
$28.6M +$14.2M 3 0.55% Increased
247
London Company of Virginia
London Company of Virginia
Virginia
$28.1M -$792K 1 0.22% Reduced
248
KBC Group
KBC Group
Belgium
$28.1M +$7.88M 8 0.4% Increased
249
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$27.9M -$9.87M 11 0.13% Reduced
250
M&T Bank
M&T Bank
New York
$27.9M -$1.11M 6 0.19% Reduced