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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
1101
NPC
National Planning Corporation
California
$241K -$96.8K 5 0.02% Reduced
1102
GD
Grandfield & Dodd
New York
$240K $0 2 0.04% Maintained
1103
IIA
IPG Investment Advisors
California
$238K -$133K 1 0.09% Reduced
1104
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$238K +$236K 1 0% New
1105
APU
Alpine Partners USVI
U.S. Virgin Islands
$237K +$222K 1 0.79% New
1106
TFA
Transamerica Financial Advisors
Florida
$237K +$196K 5 0.02% Increased
1107
CL
CPWM LLC
Washington
$235K $0 1 0.07% Maintained
1108
Great Lakes Advisors
Great Lakes Advisors
Illinois
$231K +$25.4K 1 0.01% Increased
1109
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$230K $0 1 0.01% Maintained
1110
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$229K -$8.81K 1 0.03% Reduced
1111
LA
LVW Advisors
New York
$227K +$225K 1 0.13% New
1112
GIM
Groesbeck Investment Management
New Jersey
$223K -$104K 1 0.11% Reduced
1113
Bridges Investment Management
Bridges Investment Management
Nebraska
$218K -$176 1 0.04% Reduced
1114
CFMC
Curbstone Financial Management Corp
New Hampshire
$216K +$203K 1 0.17% New
1115
PHK
Point72 Hong Kong
Hong Kong
$212K -$301K 4 0.21% Reduced
1116
Davenport & Co
Davenport & Co
Virginia
$211K +$205K 1 0% New
1117
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$211K -$12.9K 1 0.05% Reduced
1118
WEC
Winslow Evans & Crocker
Massachusetts
$207K +$2.79K 6 0.06% Increased
1119
SSG
Summit Securities Group
New York
$207K -$101K 2 0.06% Reduced
1120
RCM
Reynolds Capital Management
Nevada
$204K +$190K 1 0.17% New
1121
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K +$6.83K 4 0.05% Increased
1122
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$200K -$79.6K 1 0.08% Reduced
1123
Acadian Asset Management
Acadian Asset Management
Massachusetts
$199K +$193K 1 0% New
1124
CIM
CenturyLink Investment Management
Colorado
$194K $0 2 0.06% Maintained
1125
MSFP
Mark Sheptoff Financial Planning
Connecticut
$183K $0 2 0.16% Maintained