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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
1001
SIM
Spark Investment Management
New York
$413K +$422K 1 0.11% New
1002
Scotia Capital
Scotia Capital
Ontario, Canada
$408K +$403K 1 0.02% New
1003
HEIP
Hudson Edge Investment Partners
New Jersey
$407K +$401K 1 0.02% New
1004
FLC
Francis L. Coolidge
$405K +$420K 2 0.49% New
1005
ECM
Endex Capital Management
Kansas
$403K +$410K 3 0.43% New
1006
HIC
Hartline Investment Corp
Illinois
$402K +$396K 1 0.16% New
1007
NIM
NuWave Investment Management
New Jersey
$400K +$401K 3 0.44% New
1008
RHBC
R.H. Bluestein & Co
Michigan
$395K +$400K 1 0.03% New
1009
WP
WMS Partners
Maryland
$395K +$409K 1 0.07% New
1010
TT
Tiedemann Trust
Delaware
$394K +$409K 1 0.07% New
1011
R.M. Davis Inc
R.M. Davis Inc
Maine
$392K +$407K 1 0.03% New
1012
FFC
First Financial Corp
Indiana
$391K +$385K 1 0.19% New
1013
Pinnacle Associates
Pinnacle Associates
New York
$389K +$383K 1 0.01% New
1014
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$389K +$383K 1 0.22% New
1015
ECM
Everence Capital Management
Indiana
$388K +$382K 1 0.18% New
1016
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$383K +$377K 1 0.03% New
1017
First National Trust
First National Trust
Pennsylvania
$379K +$373K 1 0.08% New
1018
ICM
IronBridge Capital Management
Illinois
$376K +$356K 1 0.01% New
1019
PRA
Parametric Risk Advisors
Connecticut
$369K +$383K 1 0.03% New
1020
FTI
Fiduciary Trust International
Massachusetts
$369K +$374K 1 0.14% New
1021
First Horizon Advisors
First Horizon Advisors
Tennessee
$365K +$362K 5 0.19% New
1022
JWA
JFS Wealth Advisors
Pennsylvania
$362K +$357K 1 0.18% New
1023
ATC
Adirondack Trust Company
New York
$361K +$355K 2 0.33% New
1024
PHS
Pekin Hardy Strauss
Illinois
$360K +$354K 1 0.06% New
1025
CC
Capital Counsel
New York
$358K +$371K 1 0.02% New