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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
1076
JIP
Jaffetilchin Investment Partners
Florida
$259K +$255K 1 0.18% New
1077
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$253K +$263K 1 0.02% New
1078
FMW
Farr Miller & Washington
District of Columbia
$253K +$263K 1 0.04% New
1079
TCM
Tufton Capital Management
Maryland
$253K +$263K 1 0.06% New
1080
CL
CIM LLC
New York
$251K +$248K 1 0.16% New
1081
KTC
Kistler-Tiffany Companies
Pennsylvania
$249K +$255K 3 0.21% New
1082
ICAS
Investors Capital Advisory Services
Massachusetts
$247K +$244K 1 0.08% New
1083
MRCM
M&R Capital Management
New Jersey
$245K +$242K 1 0.07% New
1084
MCM
Murphy Capital Management
New Jersey
$240K +$254K 1 0.05% New
1085
AL
Airain Ltd
Guernsey
$239K +$242K 1 0.04% New
1086
CTA
Chesley Taft & Associates
Illinois
$238K +$247K 1 0.03% New
1087
Diversified Trust
Diversified Trust
Tennessee
$237K +$233K 1 0.03% New
1088
ICOA
Investment Centers of America
North Dakota
$237K +$233K 1 0.07% New
1089
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$236K +$239K 1 0.08% New
1090
DWT
Dorsey & Whitney Trust
South Dakota
$232K +$240K 1 0.08% New
1091
Raymond James Trust
Raymond James Trust
Florida
$231K +$227K 1 0.04% New
1092
WA
WFG Advisors
Texas
$231K +$230K 7 0.04% New
1093
Old National Bancorp
Old National Bancorp
Indiana
$228K +$237K 1 0.02% New
1094
RCAG
Rehmann Capital Advisory Group
Michigan
$228K +$225K 1 0.08% New
1095
Synovus Financial
Synovus Financial
Georgia
$225K +$227K 6 0.01% New
1096
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$224K +$232K 1 0.02% New
1097
RIM
Regent Investment Management
Kentucky
$224K +$221K 1 0.17% New
1098
LCM
Levitt Capital Management
Florida
$223K +$220K 1 0.39% New
1099
Welch & Forbes
Welch & Forbes
Massachusetts
$223K +$220K 1 0.01% New
1100
NPC
National Planning Corporation
California
$221K +$217K 1 0.03% New