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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
901
FMA
FNY Managed Accounts
New York
$868K +$820K 1 1.36% New
902
CCM
Compton Capital Management
Rhode Island
$861K +$848K 1 0.53% New
903
NCM
Northroad Capital Management
New York
$853K +$841K 1 0.33% New
904
Bel Air Investment Advisors
Bel Air Investment Advisors
California
$852K +$840K 1 0.12% New
905
CG
Clinton Group
New York
$844K +$855K 1 0.27% New
906
MAI Capital Management
MAI Capital Management
Ohio
$841K +$854K 2 0.11% New
907
Cetera Advisors
Cetera Advisors
Colorado
$834K +$818K 1 0.17% New
908
ETrade Capital Management
ETrade Capital Management
Virginia
$834K +$822K 5 0.09% New
909
NPF
Norris Perne & French
Michigan
$829K +$817K 1 0.18% New
910
TFA
Toth Financial Advisory
Virginia
$826K +$874K 1 0.41% New
911
FDS
First Dallas Securities
Texas
$816K +$770K 1 0.63% New
912
Boston Financial Management
Boston Financial Management
Massachusetts
$810K +$820K 1 0.13% New
913
BWM
Braver Wealth Management
Massachusetts
$802K +$790K 1 0.37% New
914
RBA
Richard Bernstein Advisors
New York
$799K +$828K 1 0.26% New
915
RT
Reliance Trust
Georgia
$795K +$805K 2 0.52% New
916
CB
Chemical Bank
Michigan
$793K +$781K 1 0.16% New
917
Silvercrest Asset Management
Silvercrest Asset Management
New York
$790K +$778K 1 0.02% New
918
ICRM
Insight Capital Research & Management
California
$786K +$742K 1 0.2% New
919
BHWM
Bar Harbor Wealth Management
New Hampshire
$781K +$769K 1 0.11% New
920
SNT
Security National Trust
West Virginia
$770K +$767K 2 0.37% New
921
Ronald Blue & Co
Ronald Blue & Co
Georgia
$761K +$775K 2 0.06% New
922
SBWIC
Schaper Benz & Wise Investment Counsel
Wisconsin
$751K +$740K 1 0.19% New
923
BAM
Barrett Asset Management
New York
$748K +$744K 4 0.08% New
924
HCM
Howland Capital Management
Massachusetts
$743K +$782K 2 0.12% New
925
BCA
Benchmark Capital Advisors
New York
$742K +$731K 1 0.57% New