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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
51
Millennium Management
Millennium Management
New York
$315M +$237M 10 0.91% Increased
52
OppenheimerFunds
OppenheimerFunds
New York
$311M -$31.9M 3 0.37% Reduced
53
Allianz Asset Management
Allianz Asset Management
Germany
$310M -$106M 8 0.37% Reduced
54
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$306M +$51M 1 4.99% Increased
55
Harris Associates
Harris Associates
Illinois
$300M +$164M 1 0.54% Increased
56
Winslow Capital Management
Winslow Capital Management
Minnesota
$297M -$346M 3 0.93% Reduced
57
AIG
American International Group
New York
$297M +$7.76M 12 1.39% Increased
58
GRQ
Gardner Russo & Quinn
Pennsylvania
$295M +$1.36M 2 2.85% Increased
59
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$280M +$13.3M 11 0.21% Increased
60
abrdn Investment Management
abrdn Investment Management
United Kingdom
$272M +$32.4M 4 1.3% Increased
61
OAMG
Odey Asset Management Group
United Kingdom
$272M -$128M 1 5.94% Reduced
62
Prudential Financial
Prudential Financial
New Jersey
$270M +$61.8M 9 0.5% Increased
63
Franklin Resources
Franklin Resources
California
$262M -$112M 5 0.12% Reduced
64
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$254M +$2.17M 9 0.39% Increased
65
ABI
Abrams Bison Investments
Maryland
$253M -$87.9M 1 20.69% Reduced
66
Discovery Capital Management
Discovery Capital Management
Connecticut
$247M +$84.5M 1 1.8% Increased
67
BlackRock Investment Management
BlackRock Investment Management
Delaware
$243M -$57.2M 11 0.35% Reduced
68
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$243M -$84.7M 2 0.13% Reduced
69
California Public Employees Retirement System
California Public Employees Retirement System
California
$235M +$5.9M 13 0.34% Increased
70
Two Sigma Investments
Two Sigma Investments
New York
$233M +$161M 8 1.25% Increased
71
Teachers Advisors
Teachers Advisors
New York
$225M +$55M 11 0.49% Increased
72
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$224M +$1.62M 7 0.21% Increased
73
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$216M -$5.36M 5 1.08% Reduced
74
BRC
Blue Ridge Capital
New York
$215M +$95.1M 1 2.38% Increased
75
Legal & General Group
Legal & General Group
United Kingdom
$212M -$401K 4 0.26% Reduced