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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
Teachers Advisors
Teachers Advisors
New York
$338M +$31.1M 11 0.44% Increased
52
Barclays
Barclays
United Kingdom
$334M +$95.8M 15 0.26% Increased
53
Panagora Asset Management
Panagora Asset Management
Massachusetts
$317M +$140M 12 1.25% Increased
54
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$316M +$11.7M 13 0.31% Increased
55
Capital Research Global Investors
Capital Research Global Investors
California
$310M +$13K 2 0.09% Increased
56
Citadel Advisors
Citadel Advisors
Florida
$302M +$195M 14 0.16% Increased
57
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$297M +$138M 3 2.37% Increased
58
Principal Financial Group
Principal Financial Group
Iowa
$280M -$23.8M 10 0.27% Reduced
59
Bank of Montreal
Bank of Montreal
Ontario, Canada
$280M +$66.5M 13 0.25% Increased
60
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$278M +$30M 3 8.47% Increased
61
California Public Employees Retirement System
California Public Employees Retirement System
California
$275M -$19.4M 12 0.39% Reduced
62
Millennium Management
Millennium Management
New York
$274M -$118M 11 0.37% Reduced
63
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$253M -$55.4M 1 2.18% Reduced
64
VOYA Investment Management
VOYA Investment Management
Georgia
$248M -$157M 12 0.53% Reduced
65
P
Pitcairn
Pennsylvania
$246M -$15.2M 4 26.15% Reduced
66
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$246M -$534K 5 0.32% Reduced
67
Ninety One (UK)
Ninety One (UK)
United Kingdom
$246M -$10.3M 3 1.32% Reduced
68
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$238M -$7.67M 7 0.42% Reduced
69
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$225M -$6.48M 4 1.22% Reduced
70
Fidelity International
Fidelity International
Bermuda
$222M +$68.2M 4 0.61% Increased
71
SAM
Scopus Asset Management
New York
$218M +$29.3M 4 2.02% Increased
72
HL Financial Services
HL Financial Services
Kentucky
$213M -$11M 4 3.77% Reduced
73
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$207M -$11M 13 0.2% Reduced
74
DZ Bank
DZ Bank
Germany
$203M +$72.4M 6 0.79% Increased
75
Russell Investments Group
Russell Investments Group
United Kingdom
$202M +$1.77M 13 0.34% Increased