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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
426
Aperio Group
Aperio Group
California
$10.3M +$10.5M 7 0.25% New
427
HIC
Harvey Investment Company
Kentucky
$10.3M +$10.8M 3 3.09% New
428
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.3M +$10.1M 2 0.32% New
429
ESBC
E.S. Barr & Co
Kentucky
$10.3M +$10.6M 1 1.42% New
430
LM
Lincluden Management
Ontario, Canada
$10.2M +$10M 1 0.02% New
431
NRS
Neville Rodie & Shaw
New York
$10.1M +$9.93M 2 1.22% New
432
Nomura Holdings
Nomura Holdings
Japan
$10M +$10.1M 7 0.08% New
433
Spot Trading
Spot Trading
Illinois
$10M +$9.72M 2 0.06% New
434
NG
NatWest Group
United Kingdom
$9.92M +$10.1M 4 0.14% New
435
HighTower Advisors
HighTower Advisors
Illinois
$9.9M +$10M 6 0.27% New
436
Regions Financial Corp
Regions Financial Corp
Alabama
$9.66M +$9.78M 6 0.13% New
437
Edge Asset Management
Edge Asset Management
Washington
$9.63M +$9.99M 2 0.12% New
438
PTC
Petrus Trust Company
Texas
$9.5M +$9.36M 1 2.42% New
439
DILH
Dai-ichi Life Holdings
Japan
$9.33M +$9.5M 4 0.33% New
440
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$9.28M +$9.39M 6 0.18% New
441
DM
Delphi Management
Massachusetts
$9.23M +$9.34M 1 1.1% New
442
MC
MIG Capital
California
$9.15M +$9.02M 1 4.48% New
443
Blackhill Capital
Blackhill Capital
New Jersey
$9.13M +$9M 1 1.48% New
444
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$9.13M +$9.09M 3 0.58% New
445
WAM
Winslow Asset Management
Ohio
$9M +$9.33M 1 1.78% New
446
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$8.99M +$8.86M 1 0.75% New
447
M&T Bank
M&T Bank
New York
$8.8M +$8.73M 5 0.43% New
448
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$8.78M +$8.65M 1 1.31% New
449
Caxton Associates (New York)
Caxton Associates (New York)
New York
$8.77M +$8.28M 1 0.44% New
450
BUB
BBVA USA Bancshares
Texas
$8.74M +$8.71M 4 0.44% New