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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
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$258M -$377K 13 0.26% Reduced
52
Capital Research Global Investors
Capital Research Global Investors
California
$254M -$25.1M 3 0.09% Reduced
53
Allianz Asset Management
Allianz Asset Management
Germany
$252M -$37.3M 10 0.28% Reduced
54
Credit Suisse
Credit Suisse
Switzerland
$247M -$2.41M 12 0.26% Reduced
55
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$245M +$36.5M 5 0.26% Increased
56
California Public Employees Retirement System
California Public Employees Retirement System
California
$239M +$16.9M 13 0.33% Increased
57
Teachers Advisors
Teachers Advisors
New York
$239M -$9.17M 12 0.34% Reduced
58
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$238M +$222M 5 2.11% Increased
59
Panagora Asset Management
Panagora Asset Management
Massachusetts
$237M -$61.3M 9 1.1% Reduced
60
Aberdeen Group
Aberdeen Group
United Kingdom
$223M +$63.3M 6 0.53% Increased
61
GP
Galileo PTC
British Virgin Islands
$222M $0 1 86.33% Maintained
62
D1 Capital Partners
D1 Capital Partners
New York
$220M +$250M 2 4.22% New
63
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$217M -$141M 6 0.57% Reduced
64
Barclays
Barclays
United Kingdom
$217M -$956K 15 0.17% Reduced
65
Winslow Capital Management
Winslow Capital Management
Minnesota
$216M -$53.8M 1 1.34% Reduced
66
P
Pitcairn
Pennsylvania
$213M -$3.89M 4 23.64% Reduced
67
Principal Financial Group
Principal Financial Group
Iowa
$209M -$38.2M 10 0.22% Reduced
68
DCP
Darsana Capital Partners
New York
$209M -$37.2M 1 8.74% Reduced
69
Bank of Montreal
Bank of Montreal
Ontario, Canada
$201M +$59.6M 14 0.19% Increased
70
Melvin Capital Management
Melvin Capital Management
New York
$198M +$21.9M 1 2.69% Increased
71
BP
BBR Partners
New York
$188M -$7.23M 2 24.76% Reduced
72
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$188M -$1.46M 4 1.13% Reduced
73
Artisan Partners
Artisan Partners
Wisconsin
$185M +$13.7M 1 0.42% Increased
74
Citadel Advisors
Citadel Advisors
Florida
$183M -$66.7M 14 0.1% Reduced
75
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$178M -$272K 1 1.83% Reduced