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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
626
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$3.26M -$136K 5 0.03% Reduced
627
Creative Planning
Creative Planning
Kansas
$3.24M +$804K 12 0.02% Increased
628
MCM
McRae Capital Management
New Jersey
$3.23M +$33.9K 1 1.33% Increased
629
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$3.2M -$325K 8 0.08% Reduced
630
RGI
River Global Investors
United Kingdom
$3.18M +$208K 1 0.71% Increased
631
LIM
Loudon Investment Management
New Hampshire
$3.15M -$112K 1 2.4% Reduced
632
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$3.14M +$262K 1 0.4% Increased
633
GLAM
Gardner Lewis Asset Management
Pennsylvania
$3.05M -$33.9K 1 0.24% Reduced
634
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$3.04M +$945K 1 0.04% Increased
635
Gofen & Glossberg
Gofen & Glossberg
Illinois
$3.02M +$16.5K 1 0.12% Increased
636
WFG
Windsor Financial Group
Minnesota
$3.02M -$56.3K 1 1.38% Reduced
637
AWMF
Arbor Wealth Management (Florida)
Florida
$3M +$2.9M 1 2.64% New
638
ARTA
A.R.T. Advisors
New York
$3M -$442K 3 0.14% Reduced
639
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$2.98M +$1.92M 1 0.28% Increased
640
Liberty Mutual Group Asset Management
Liberty Mutual Group Asset Management
Massachusetts
$2.96M -$1.6M 6 0.12% Reduced
641
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$2.96M +$1.14M 2 0.47% Increased
642
ACP
Arcus Capital Partners
Georgia
$2.94M +$34.9K 1 1.86% Increased
643
OI
Oakbrook Investments
Illinois
$2.91M +$813K 3 0.19% Increased
644
PAM
Paradigm Asset Management
New York
$2.9M -$553K 2 0.55% Reduced
645
Cigna Investments
Cigna Investments
Connecticut
$2.9M +$261K 6 0.2% Increased
646
Commerce Bank
Commerce Bank
Missouri
$2.89M +$208K 5 0.04% Increased
647
Nelson Capital Management
Nelson Capital Management
California
$2.88M -$639 1 0.97% Reduced
648
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$2.87M $0 11 0.14% Maintained
649
Cerity Partners OCIO
Cerity Partners OCIO
New York
$2.86M +$258K 3 0.23% Increased
650
FA
FDx Advisors
Illinois
$2.85M +$96.5K 3 0.09% Increased