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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
MCM
Murphy Capital Management
New Jersey
$232K -$103K 1 0.04% Reduced
1077
BMC
Benin Management Corp
Connecticut
$231K $0 1 0.13% Maintained
1078
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$229K +$227K 1 0% New
1079
JT
Jump Trading
Illinois
$229K +$239K 2 0.01% Increased
1080
HIC
Hartline Investment Corp
Illinois
$227K $0 1 0.08% Maintained
1081
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$226K $0 1 0.03% Maintained
1082
AMI
Amica Mutual Insurance
Rhode Island
$224K $0 1 0.02% Maintained
1083
RH
Rayner & Haynor
California
$223K $0 1 0.17% Maintained
1084
FIM
Freedom Investment Management
Connecticut
$222K +$39.1K 1 0.04% Increased
1085
IHL
Investment House LLC
California
$222K +$213K 1 0.04% New
1086
Great Lakes Advisors
Great Lakes Advisors
Illinois
$221K -$5.67K 1 0.01% Reduced
1087
TFA
Transamerica Financial Advisors
Florida
$220K -$245K 3 0.02% Reduced
1088
EIM
Essex Investment Management
Massachusetts
$218K +$215K 1 0.03% New
1089
LWM
Lenox Wealth Management
Ohio
$216K +$76.3K 1 0.15% Increased
1090
PHS
Pekin Hardy Strauss
Illinois
$215K $0 1 0.03% Maintained
1091
RCA
Rex Capital Advisors
Rhode Island
$214K $0 1 0.19% Maintained
1092
AT
Arden Trust
Delaware
$213K -$1.23M 1 0.03% Reduced
1093
FBT
Founders Bank & Trust
Michigan
$210K $0 1 0.12% Maintained
1094
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$207K -$250K 1 0.06% Reduced
1095
EAMA
EFG Asset Management (Americas)
Florida
$206K +$81K 1 0.18% Increased
1096
SFSIG
San Francisco Sentry Investment Group
California
$205K $0 2 0.1% Maintained
1097
Verition Fund Management
Verition Fund Management
Connecticut
$203K -$803K 1 0.02% Reduced
1098
WC
Whitney & Co
New York
$203K +$255K 1 0.09% New
1099
NRS
Neville Rodie & Shaw
New York
$202K -$31.6K 1 0.02% Reduced
1100
WA
WFG Advisors
Texas
$201K -$13.7K 7 0.04% Reduced