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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
601
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
$3.97M -$64K 1 0.32% Reduced
602
Snow Capital Management
Snow Capital Management
Pennsylvania
$3.95M +$62.9K 1 0.2% Increased
603
MLIC
Mandatum Life Insurance Company
Finland
$3.95M -$823K 2 0.54% Reduced
604
First Foundation Advisors
First Foundation Advisors
California
$3.94M +$1.91M 2 0.23% Increased
605
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$3.94M +$314K 1 0.49% Increased
606
Simplex Trading
Simplex Trading
Illinois
$3.9M -$907K 8 0.17% Reduced
607
First American Trust
First American Trust
California
$3.89M +$2.01M 2 1.08% Increased
608
MCM
Matarin Capital Management
New York
$3.87M +$64.5K 1 0.36% Increased
609
NG
NatWest Group
United Kingdom
$3.87M +$3.15M 2 0.9% Increased
610
Boston Trust Walden
Boston Trust Walden
Massachusetts
$3.86M +$362K 3 0.06% Increased
611
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$3.84M +$3.79M 1 0.44% New
612
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$3.78M -$2.83M 2 0.08% Reduced
613
FIM
Fruth Investment Management
Texas
$3.76M -$48.1K 2 1.77% Reduced
614
MAM
Morse Asset Management
Connecticut
$3.74M +$1.9M 1 1.22% Increased
615
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$3.7M -$246K 1 0.42% Reduced
616
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$3.7M -$58.5K 1 1.48% Reduced
617
Barings
Barings
North Carolina
$3.68M -$5.48M 4 0.11% Reduced
618
MCM
McRae Capital Management
New Jersey
$3.68M -$19.7K 1 1.49% Reduced
619
Jones Financial Companies
Jones Financial Companies
Missouri
$3.62M +$658K 2 0.01% Increased
620
Comerica Securities
Comerica Securities
Michigan
$3.62M -$683K 2 0.54% Reduced
621
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$3.6M -$546K 1 0.37% Reduced
622
Brandes Investment Partners
Brandes Investment Partners
California
$3.6M +$3.09M 1 0.06% Increased
623
LIM
Loudon Investment Management
New Hampshire
$3.59M -$19.9K 1 2.72% Reduced
624
FQ
First Quadrant
California
$3.58M +$1.6M 4 0.07% Increased
625
GAM
Garrison Asset Management
Arkansas
$3.56M -$10.4K 1 2.07% Reduced