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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
26	Wellington Management Group Boston, Massachusetts	$565M	+$71.6M	9	0.16%	Increased
27	Brown Advisory Baltimore, Maryland	$548M	-$49.1M	6	1.75%	Reduced
28	Morgan Stanley New York	$537M	-$179M	13	0.22%	Reduced
29	JP Morgan Chase New York	$524M	-$611M	10	0.14%	Reduced
30	PNC Financial Services Group Pittsburgh, Pennsylvania	$510M	-$522K	11	0.67%	Reduced
31	Invesco Atlanta, Georgia	$485M	-$14.1M	11	0.2%	Reduced
32	Managed Account Advisors Jersey City, New Jersey	$476M	+$3.78M	8	0.62%	Increased
33	AllianceBernstein Nashville, Tennessee	$475M	+$52.9M	11	0.41%	Increased
34	Waddell & Reed Financial Overland Park, Kansas	$461M	-$73M	4	0.7%	Reduced
35	Capital World Investors Los Angeles, California	$452M	-$193M	1	0.13%	Reduced
36	Neuberger Berman Group New York	$448M	+$139M	7	0.46%	Increased
37	VOYA Investment Management Atlanta, Georgia	$444M	+$156M	9	1.02%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$408M	+$161M	13	0.29%	Increased
39	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$403M	-$2.6M	5	3.53%	Reduced
40	CCI Columbus Circle Investors	$393M	+$71.7M	4	2.62%	Increased
41	Ninety One (UK) London, United Kingdom	$376M	-$168M	2	2.5%	Reduced
42	Harding Loevner Bridgewater, New Jersey	$367M	-$2.13M	2	2.79%	Reduced
43	BlackRock Advisors Wilmington, Delaware	$343M	-$37.4M	12	0.34%	Reduced
44	BP BBR Partners New York	$335M	-$405K	2	55.23%	Reduced
45	Capital International Investors Los Angeles, California	$332M	+$141M	1	0.89%	Increased
46	HSBC Holdings London, United Kingdom	$325M	+$1.06M	8	0.78%	Increased
47	Maverick Capital Dallas, Texas	$324M	+$156M	1	4.54%	Increased
48	Credit Suisse Zurich, Switzerland	$319M	+$22.4M	11	0.31%	Increased
49	Putnam Investments Boston, Massachusetts	$316M	-$41.9M	7	0.71%	Reduced
50	Bank of America Charlotte, North Carolina	$315M	+$117M	12	0.12%	Increased