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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
NMC
Nine Masts Capital
Hong Kong
$808K +$310K 2 0.1% Increased
902
Hancock Whitney
Hancock Whitney
Mississippi
$806K -$942K 1 0.03% Reduced
903
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$805K -$90.6K 2 0.01% Reduced
904
CK
Cohen Klingenstein
New York
$802K $0 1 0.12% Maintained
905
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$801K -$4.59K 1 0.03% Reduced
906
CFA
Carroll Financial Associates
North Carolina
$797K -$57K 5 0.1% Reduced
907
DY
Dowling & Yahnke
California
$792K +$41.3K 1 0.08% Increased
908
SCA
Snowden Capital Advisors
New York
$789K +$88.4K 1 0.15% Increased
909
OI
Oakbrook Investments
Illinois
$787K -$2.12M 2 0.05% Reduced
910
GIA
GHP Investment Advisors
Colorado
$783K +$92 1 0.12% Increased
911
MIS
Morningstar Investment Services
Illinois
$780K -$429K 2 0.02% Reduced
912
Wealthfront
Wealthfront
California
$769K +$133K 2 0.01% Increased
913
CBN
Cadence Bank NA
Texas
$767K $0 1 0.35% Maintained
914
Intact Investment Management
Intact Investment Management
Quebec, Canada
$762K +$414K 2 0.03% Increased
915
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$758K -$9.18K 1 0.05% Reduced
916
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$754K +$52.8K 1 0.08% Increased
917
SCM
Stonebridge Capital Management
California
$751K +$374K 1 0.29% Increased
918
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$741K -$22.9K 2 0.02% Reduced
919
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$739K -$6.24K 1 0.06% Reduced
920
KSCM
Kamunting Street Capital Management
Florida
$738K +$750K 1 0.59% New
921
TSS
Two Sigma Securities
New York
$738K -$597K 2 0.14% Reduced
922
AAM
Auxier Asset Management
Oregon
$731K -$2.19K 1 0.15% Reduced
923
KJHP
K.J. Harrison & Partners
Ontario, Canada
$729K +$38.2K 1 0.29% Increased
924
TH
Timber Hill
Connecticut
$726K -$2.05M 1 0.03% Reduced
925
Fulton Bank
Fulton Bank
Pennsylvania
$720K +$236K 2 0.06% Increased