← All themes

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
Wellington Management Group
Massachusetts
$894M -$19.7M 10 0.15% Reduced
27
Legal & General Group
Legal & General Group
United Kingdom
$838M +$18.5M 16 0.28% Increased
28
Wells Fargo
Wells Fargo
California
$799M -$83M 22 0.18% Reduced
29
D.E. Shaw & Co
D.E. Shaw & Co
New York
$761M +$128M 15 0.66% Increased
30
Charles Schwab
Charles Schwab
California
$757M +$9.37M 14 0.25% Increased
31
Ninety One (UK)
Ninety One (UK)
United Kingdom
$755M -$23.5M 1 1.96% Reduced
32
Amundi
Amundi
France
$750M +$735M 10 0.52% New
33
American Century Companies
American Century Companies
Missouri
$747M -$33.4M 9 0.51% Reduced
34
UBS AM
UBS AM
Illinois
$741M +$226M 13 0.32% Increased
35
Artisan Partners
Artisan Partners
Wisconsin
$732M +$205M 2 0.87% Increased
36
Janus Henderson Group
Janus Henderson Group
$727M +$227M 6 0.31% Increased
37
AllianceBernstein
AllianceBernstein
Tennessee
$687M -$65.1M 16 0.28% Reduced
38
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$676M +$233M 9 0.74% Increased
39
AKO Capital
AKO Capital
United Kingdom
$663M -$17.9M 2 7.47% Reduced
40
RTM
Rizvi Traverse Management
Florida
$661M +$716M 1 100% New
41
UBS Group
UBS Group
Switzerland
$617M -$74.6M 22 0.2% Reduced
42
Select Equity Group
Select Equity Group
New York
$608M -$2M 3 2.08% Reduced
43
Swiss National Bank
Swiss National Bank
Switzerland
$605M +$28.8M 14 0.37% Increased
44
Capital Research Global Investors
Capital Research Global Investors
California
$605M +$407M 2 0.14% Increased
45
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$601M +$34.7M 15 0.34% Increased
46
Fred Alger Management
Fred Alger Management
New York
$541M +$163M 8 1.28% Increased
47
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$541M +$254M 3 1.74% Increased
48
Deutsche Bank
Deutsche Bank
Germany
$509M -$118M 19 0.25% Reduced
49
WCM Investment Management
WCM Investment Management
California
$507M +$140M 2 1.29% Increased
50
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$504M -$999K 4 1.69% Reduced