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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
826
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$1.25M $0 1 0.26% Maintained
827
PineBridge Investments
PineBridge Investments
New York
$1.24M +$161K 7 0.06% Increased
828
RWA
Ropes Wealth Advisors
Massachusetts
$1.22M -$1.78K 4 0.43% Reduced
829
GC
Globeflex Capital
California
$1.22M +$176K 3 0.33% Increased
830
NEAM
New England Asset Management
Connecticut
$1.22M -$30.1K 1 0.04% Reduced
831
MIP
Marietta Investment Partners
Wisconsin
$1.21M $0 1 0.43% Maintained
832
CC
ClearArc Capital
Ohio
$1.21M -$283K 4 0.23% Reduced
833
CFA
Camarda Financial Advisors
Florida
$1.2M +$1.07M 1 0.76% Increased
834
ATC
Argent Trust Co
Tennessee
$1.19M $0 2 0.52% Maintained
835
Verition Fund Management
Verition Fund Management
Connecticut
$1.19M +$240K 3 0.15% Increased
836
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$394K 2 0.09% Increased
837
Atria Investments
Atria Investments
North Carolina
$1.16M +$468K 3 0.13% Increased
838
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$1.16M -$202K 1 0.04% Reduced
839
MSI Financial Services
MSI Financial Services
Massachusetts
$1.16M -$170K 11 0.04% Reduced
840
HCM
Howland Capital Management
Massachusetts
$1.16M -$1.42K 2 0.11% Reduced
841
SS
Sunbelt Securities
Texas
$1.16M +$1.2M 1 1.51% New
842
GS
Gagnon Securities
New York
$1.15M -$35.3K 1 0.54% Reduced
843
Fiduciary Trust
Fiduciary Trust
Massachusetts
$1.15M +$318K 1 0.04% Increased
844
OWD
Osborn Williams & Donohoe
Ohio
$1.14M +$129K 1 0.22% Increased
845
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$1.13M $0 1 0.24% Maintained
846
Sarasin & Partners
Sarasin & Partners
United Kingdom
$1.11M $0 1 0.02% Maintained
847
TC
Tyvor Capital
Illinois
$1.11M -$25.9M 1 0.35% Reduced
848
PVWM
Point View Wealth Management
New Jersey
$1.1M +$93.9K 2 0.67% Increased
849
PNAA
Pictet North America Advisors
Switzerland
$1.1M +$1.14M 1 0.26% New
850
SAMC
Spectrum Asset Management (California)
California
$1.09M $0 1 1.29% Maintained