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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
926
AAM
Autus Asset Management
Arizona
$677K -$24.4K 1 0.15% Reduced
927
Ensemble Capital Management
Ensemble Capital Management
California
$662K +$621K 1 0.16% New
928
Caprock Group
Caprock Group
Idaho
$659K -$450K 1 0.17% Reduced
929
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$657K -$37.2K 1 0.19% Reduced
930
Murphy Capital Management
Murphy Capital Management
New Jersey
$656K -$301K 1 0.1% Reduced
931
ACM
Americafirst Capital Management
California
$639K +$556K 2 0.67% Increased
932
BAM
Brave Asset Management
New Jersey
$639K -$15K 1 0.41% Reduced
933
WIP
Wellesley Investment Partners
Massachusetts
$634K +$43.7K 1 0.31% Increased
934
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$630K $0 1 0.03% Maintained
935
Fulton Bank
Fulton Bank
Pennsylvania
$629K -$98.4K 1 0.06% Reduced
936
First Midwest Bank Trust Division
First Midwest Bank Trust Division
Illinois
$626K -$24.1K 2 0.08% Reduced
937
GHP Investment Advisors
GHP Investment Advisors
Colorado
$623K +$39.9K 1 0.12% Increased
938
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$613K +$20K 1 0.02% Increased
939
Mariner
Mariner
Kansas
$609K -$55.3K 1 0.03% Reduced
940
Cypress Capital Group
Cypress Capital Group
Florida
$608K -$48.3K 1 0.14% Reduced
941
GIA
Gargoyle Investment Advisor
New Jersey
$600K -$689K 1 0.23% Reduced
942
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$596K +$603K 1 0.02% New
943
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$594K -$2.03K 1 0.03% Reduced
944
CK
Cohen Klingenstein
New York
$593K $0 1 0.1% Maintained
945
IPC
Independent Portfolio Consultants
Florida
$588K -$601K 3 0.19% Reduced
946
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$588K $0 1 0.05% Maintained
947
BIC
Beach Investment Counsel
Pennsylvania
$581K $0 1 0.07% Maintained
948
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$581K +$1.46K 1 0.04% Increased
949
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$581K +$52.8K 2 0.02% Increased
950
CBN
Cadence Bank NA
Texas
$568K +$3.65K 1 0.27% Increased