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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
951
PIM
Penobscot Investment Management
Massachusetts
$572K +$595K 1 0.24% New
952
G
GlobalBridge
Minnesota
$566K +$573K 2 0.31% New
953
JWBC
J.W. Burns & Co
New York
$560K +$567K 1 0.23% New
954
CICI
Capital Investment Counsel Inc
North Carolina
$557K +$548K 1 0.29% New
955
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$556K +$542K 2 0.18% New
956
NCM
Narwhal Capital Management
Georgia
$542K +$534K 1 0.26% New
957
FHB
First Hawaiian Bank
Hawaii
$540K +$520K 4 0.11% New
958
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$540K +$519K 2 0.09% New
959
MWR
McAdams Wright Ragen
Washington
$535K +$565K 1 0.04% New
960
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$534K +$548K 2 0.02% New
961
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$534K +$555K 1 0.08% New
962
Cetera Advisor Networks
Cetera Advisor Networks
California
$526K +$528K 2 0.05% New
963
CAM
ClariVest Asset Management
California
$525K +$534K 2 0.02% New
964
AAM
AR Asset Management
California
$521K +$528K 1 0.23% New
965
DAM
Deltec Asset Management
New York
$521K +$528K 1 0.15% New
966
AFC
AFT Forsyth & Company
Florida
$520K +$517K 3 0.74% New
967
SOAMC
Spirit of America Management Corp
New York
$520K +$539K 1 0.19% New
968
NCCM
Nine Chapters Capital Management
New Jersey
$519K +$526K 1 0.09% New
969
CI
Constellation Investments
Ohio
$514K +$519K 2 0.18% New
970
GIA
Gargoyle Investment Advisor
New Jersey
$511K +$522K 1 0.26% New
971
FM
Forward Management
California
$507K +$489K 1 0.04% New
972
WCM
Westend Capital Management
California
$505K +$510K 1 0.52% New
973
IB
Intrust Bank
Kansas
$503K +$475K 1 0.22% New
974
YMRC
Yorktown Management & Research Company
Virginia
$503K +$511K 2 0.11% New
975
FFA
First Foundation Advisors
California
$501K +$521K 1 0.1% New