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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
LCM
Lee Capital Management
New York
$566K +$526K 1 0.53% New
952
Formuepleje A/S
Formuepleje A/S
Denmark
$562K -$102K 1 0.07% Reduced
953
Dowling & Yahnke
Dowling & Yahnke
California
$554K -$23.3K 1 0.06% Reduced
954
Dean Investment Associates
Dean Investment Associates
Ohio
$551K +$620K 1 0.09% New
955
ID
Integral Derivatives
New York
$551K -$4.13M 2 0.01% Reduced
956
South Street Advisors
South Street Advisors
New York
$550K $0 1 0.19% Maintained
957
Prelude Capital Management
Prelude Capital Management
New York
$547K -$189K 5 0.07% Reduced
958
Auxier Asset Management
Auxier Asset Management
Oregon
$539K -$2.74K 1 0.12% Reduced
959
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$531K -$18.9K 2 0.1% Reduced
960
FBT
First Bank & Trust
South Dakota
$530K +$562K 3 0.48% New
961
Girard Partners
Girard Partners
Pennsylvania
$525K -$78.5K 2 0.15% Reduced
962
BI
Bulldog Investors
New Jersey
$521K +$71.8K 1 0.13% Increased
963
Laurel Wealth Advisors (California)
Laurel Wealth Advisors (California)
California
$520K +$587K 1 0.23% New
964
PIM
Profit Investment Management
Maryland
$520K $0 1 0.49% Maintained
965
SI
Sapience Investments
California
$515K +$479K 1 0.16% New
966
BTC Capital Management
BTC Capital Management
Iowa
$512K +$170K 1 0.1% Increased
967
Patten Group
Patten Group
Tennessee
$509K -$65K 2 0.23% Reduced
968
Raymond James Trust
Raymond James Trust
Florida
$505K +$538K 1 0.04% New
969
Williams Jones & Associates
Williams Jones & Associates
New York
$505K $0 1 0.01% Maintained
970
WMS Partners
WMS Partners
Maryland
$504K -$488 1 0.07% Reduced
971
Greenwood Capital Associates
Greenwood Capital Associates
South Carolina
$503K +$558K 2 0.14% New
972
TIA
Tiemann Investment Advisors
California
$503K -$49.5K 2 0.49% Reduced
973
VanEck Associates
VanEck Associates
New York
$500K +$12.7K 3 0% Increased
974
SNT
Security National Trust
West Virginia
$496K $0 2 0.18% Maintained
975
CAM
Columbia Asset Management
Michigan
$490K -$594K 1 0.17% Reduced