← All themes

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	MC Moors & Cabot Boston, Massachusetts	$397K	+$73.3K	1	0.06%	Increased
1002	BTNA Bremer Trust National Association St. Cloud, Minnesota	$396K	-$41.4K	1	0.12%	Reduced
1003	ST Sabal Trust St. Petersburg, Florida	$390K	-$14.7K	1	0.05%	Reduced
1004	GP Girard Partners King Of Prussia, Pennsylvania	$387K	+$5.61K	1	0.22%	Increased
1005	PTC Provident Trust Company Waukesha, Wisconsin	$376K	$0	1	0.02%	Maintained
1006	NFG Next Financial Group Houston, Texas	$371K	-$28.5K	4	0.13%	Reduced
1007	F FolioMetrix Omaha, Nebraska	$366K	+$223K	1	0.15%	Increased
1008	First National Trust Hermitage, Pennsylvania	$365K	+$185K	1	0.06%	Increased
1009	TNAM Terra Nova Asset Management New York	$365K	+$363K	1	0.3%	New
1010	PHK Point72 Hong Kong Hong Kong	$356K	-$67.6K	1	0.69%	Reduced
1011	Great Lakes Advisors Chicago, Illinois	$354K	+$5.13K	1	0.01%	Increased
1012	Nippon Life Insurance Tokyo, Japan	$354K	-$1.25M	1	0.01%	Reduced
1013	IB Intrust Bank Wichita, Kansas	$352K	-$306K	1	0.12%	Reduced
1014	First Citizens Bank & Trust Raleigh, North Carolina	$349K	+$385K	1	0.02%	New
1015	TCM Tufton Capital Management Hunt Valley, Maryland	$349K	$0	1	0.07%	Maintained
1016	FPFS First Personal Financial Services Charlotte, North Carolina	$345K	-$6K	1	0.21%	Reduced
1017	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$345K	+$124K	1	0.16%	Increased
1018	Beck Mack & Oliver New York	$342K	$0	1	0.01%	Maintained
1019	CL CPWM LLC Seattle, Washington	$342K	+$70.3K	1	0.08%	Increased
1020	BAM Burnham Asset Management New York	$341K	-$9.5K	1	0.08%	Reduced
1021	MCM Manchester Capital Management Manchester, Vermont	$341K	$0	3	0.05%	Maintained
1022	SGH Schonfeld Group Holdings Jericho, New York	$337K	+$451K	1	0.31%	New
1023	CS Comerica Securities Detroit, Michigan	$329K	-$287K	1	0.08%	Reduced
1024	WCM Weik Capital Management Wyomissing, Pennsylvania	$328K	$0	1	0.19%	Maintained
1025	AMIM Aull & Monroe Investment Management Mobile, Alabama	$319K	+$67.3K	1	0.19%	Increased