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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
651
Blackhill Capital
Blackhill Capital
New Jersey
$3.03M $0 1 0.58% Maintained
652
PWS
Peloton Wealth Strategists
Indiana
$3.03M -$35.1K 1 2.35% Reduced
653
Corient Capital Partners
Corient Capital Partners
California
$3.01M -$305K 2 0.46% Reduced
654
FPF
FNY Partners Fund
New York
$3.01M +$1.09M 4 0.73% Increased
655
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$2.98M +$837K 3 0.34% Increased
656
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$2.97M +$28K 1 0.69% Increased
657
FA
FDx Advisors
Illinois
$2.96M -$191K 3 0.09% Reduced
658
Radnor Capital Management
Radnor Capital Management
Pennsylvania
$2.92M +$432K 2 0.99% Increased
659
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$2.91M -$1.34M 3 0.03% Reduced
660
SVB Wealth
SVB Wealth
Massachusetts
$2.9M +$163K 2 0.11% Increased
661
Trexquant Investment
Trexquant Investment
Connecticut
$2.86M -$2.68M 4 0.78% Reduced
662
RGI
River Global Investors
United Kingdom
$2.81M -$822K 1 0.52% Reduced
663
Valley National Advisers
Valley National Advisers
Pennsylvania
$2.77M -$213K 3 1% Reduced
664
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$2.77M $0 4 0.93% Maintained
665
Sandy Spring Bank
Sandy Spring Bank
Maryland
$2.73M -$24K 3 0.27% Reduced
666
RIM
Rainier Investment Management
Washington
$2.73M +$2.65M 1 0.54% New
667
Nelson Capital Management
Nelson Capital Management
California
$2.72M -$14.2K 1 0.92% Reduced
668
HighTower Trust
HighTower Trust
Texas
$2.71M +$190K 2 0.31% Increased
669
Ascent Wealth Partners
Ascent Wealth Partners
New York
$2.67M +$32.6K 1 1.15% Increased
670
GAM Systematic
GAM Systematic
United Kingdom
$2.66M +$2.4M 5 0.38% Increased
671
Alexandria Capital
Alexandria Capital
Virginia
$2.64M -$13.2K 3 0.67% Reduced
672
Northeast Investment Management
Northeast Investment Management
Massachusetts
$2.57M +$156K 2 0.23% Increased
673
NAP
New Amsterdam Partners
New York
$2.56M -$68.3K 1 0.54% Reduced
674
Heritage Trust
Heritage Trust
Oklahoma
$2.55M -$58.6K 1 0.98% Reduced
675
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$2.54M -$718K 1 0.39% Reduced