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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
1126
IC
IKOS CIF
Cyprus
$113K +$118K 2 0.21% New
1127
CCM
Catapult Capital Management
New York
$99K +$93.3K 1 0.04% New
1128
HPBT
High Point Bank & Trust
North Carolina
$93K +$97.9K 2 0.03% New
1129
ECM
Estabrook Capital Management
New York
$86.7K +$83.4K 2 0.01% New
1130
CBT
Central Bank & Trust
Kentucky
$86.2K +$86.8K 2 0.04% New
1131
RCM
Ratan Capital Management
Florida
$86K +$85.5K 1 0.04% New
1132
JIC
Joel Isaacson & Co
New York
$84K +$85.3K 1 0.04% New
1133
EWM
Elite Wealth Management
Washington
$83K +$78.8K 1 0.12% New
1134
TCOV
Trust Company of Vermont
Vermont
$78K +$76.4K 1 0.02% New
1135
FIG
Fortress Investment Group
New York
$74K +$77K 1 0% New
1136
HF
Hoxton Financial
West Virginia
$69K +$71.7K 1 0.04% New
1137
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$69K +$68.2K 1 0.02% New
1138
HR
Howe & Rusling
New York
$61K +$61.6K 3 0.02% New
1139
CA
CapWealth Advisors
Tennessee
$57K +$56.2K 1 0.02% New
1140
SAM
Solaris Asset Management
New York
$57K +$56.2K 1 0.05% New
1141
AMG National Trust Bank
AMG National Trust Bank
Colorado
$55K +$54.9K 1 0.01% New
1142
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$55K +$57.1K 2 0.02% New
1143
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$51K +$50.1K 1 0.17% New
1144
MIC
MU Investments Company
Japan
$51K +$51.2K 1 0.02% New
1145
BKBG
BHF Kleinwort Benson Group
Belgium
$46K +$45.4K 1 0.01% New
1146
Pathstone Family Office
Pathstone Family Office
New Jersey
$46K +$45K 1 0.05% New
1147
MMEA
Mark Morris et al
$44K +$42.4K 1 0.02% New
1148
WA
WealthTrust-Arizona
Arizona
$44K +$43K 3 0.06% New
1149
PSI
Pinnacle Summer Investments
Virginia
$43K +$42.4K 2 0.01% New
1150
AIP
Advanced Investment Partners
Florida
$41K +$40.8K 1 0.07% New