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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
526
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$5.97M +$2.18M 5 0.04% Increased
527
Driehaus Capital Management
Driehaus Capital Management
Illinois
$5.95M -$2.63M 1 0.23% Reduced
528
SCM
SOL Capital Management
Maryland
$5.95M -$12.5M 2 1.68% Reduced
529
ACC
Accident Compensation Corp
New Zealand
$5.94M -$837K 1 1.62% Reduced
530
MC
Middleton & Co
Massachusetts
$5.85M -$316K 1 1.06% Reduced
531
RIM
Regent Investment Management
Kentucky
$5.81M +$50.7K 3 1.96% Increased
532
HCMT
Highland Capital Management (Tennessee)
Tennessee
$5.81M +$171K 2 0.46% Increased
533
PFM
Parsec Financial Management
North Carolina
$5.75M -$22.5K 1 0.42% Reduced
534
BB&T Securities
BB&T Securities
Virginia
$5.73M +$232K 4 0.08% Increased
535
FAT
First American Trust
California
$5.73M +$1.17M 2 1.5% Increased
536
First Allied Advisory Services
First Allied Advisory Services
California
$5.73M -$278K 4 0.25% Reduced
537
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.7M +$510K 7 0.08% Increased
538
BOK Financial
BOK Financial
Oklahoma
$5.6M -$1.17M 4 0.16% Reduced
539
DCM
Decatur Capital Management
Georgia
$5.59M -$4.9M 1 1.07% Reduced
540
GLRA
Gerald L. Ray & Associates
Texas
$5.59M $0 2 0.7% Maintained
541
AAC
Asset Advisors Corp
Georgia
$5.57M +$25.4K 1 0.99% Increased
542
Grimes & Company
Grimes & Company
Massachusetts
$5.44M +$32.2K 1 0.58% Increased
543
Regions Financial Corp
Regions Financial Corp
Alabama
$5.42M -$371K 4 0.06% Reduced
544
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$5.4M -$4.36M 4 0.22% Reduced
545
EMG
Ellington Management Group
Connecticut
$5.39M +$3.64M 4 0.92% Increased
546
ACP
Ashfield Capital Partners
California
$5.3M -$274K 2 0.71% Reduced
547
HT
HAP Trading
New York
$5.29M +$1.24M 1 0.25% Increased
548
AWMF
Arbor Wealth Management (Florida)
Florida
$5.28M +$608K 1 4.52% Increased
549
NIT
NumerixS Investment Technologies
British Columbia, Canada
$5.28M +$2.75M 5 1.17% Increased
550
MCIM
Meadow Creek Investment Management
Georgia
$5.24M +$56.5K 7 0.12% Increased