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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
WP
WMS Partners
Maryland
$632K $0 1 0.08% Maintained
952
PPSG
Princeton Portfolio Strategies Group
New Jersey
$630K +$29.8K 1 0.18% Increased
953
SGI
Summit Global Investments
Utah
$630K +$17.4K 1 0.19% Increased
954
CC
Cannell Capital
Wyoming
$629K $0 1 0.18% Maintained
955
AP
Advisor Partners
California
$627K +$289K 2 0.15% Increased
956
CI
Cavalier Investments
Georgia
$625K $0 1 0.35% Maintained
957
Tocqueville Asset Management
Tocqueville Asset Management
New York
$621K -$6.25M 1 0.01% Reduced
958
LNB
Ledyard National Bank
$617K +$54.6K 2 0.09% Increased
959
PG
Patten Group
Tennessee
$610K -$4.59K 1 0.25% Reduced
960
Jensen Investment Management
Jensen Investment Management
Oregon
$599K $0 1 0.01% Maintained
961
WB
Webster Bank
Connecticut
$597K -$734 2 0.09% Reduced
962
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$593K +$81.9K 1 0.01% Increased
963
WIM
Westside Investment Management
California
$588K +$140K 4 0.38% Increased
964
Penserra Capital Management
Penserra Capital Management
California
$588K +$421K 3 0.21% Increased
965
FBT
First Bank & Trust
South Dakota
$587K +$10.9K 2 0.5% Increased
966
CIM
Cetera Investment Management
California
$586K -$124K 1 0.74% Reduced
967
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$579K -$4.82K 1 0.36% Reduced
968
IRF
IBM Retirement Fund
New York
$574K +$269K 1 0.11% Increased
969
DCM
Dynamic Capital Management
Jersey
$566K -$6.34M 1 0.13% Reduced
970
CC
Courier Capital
New York
$563K +$556K 1 0.1% New
971
GCA
Greenwood Capital Associates
South Carolina
$553K +$18.3K 2 0.14% Increased
972
KA
Kovack Advisors
Florida
$551K +$533K 2 0.17% New
973
PAMG
Patton Albertson Miller Group
Tennessee
$548K -$29.2K 1 0.24% Reduced
974
TIA
Tiemann Investment Advisors
California
$534K -$2.75K 2 0.48% Reduced
975
Perceptive Advisors
Perceptive Advisors
New York
$533K $0 1 0.03% Maintained