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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
MMG
Monetary Management Group
Missouri
$112K -$39.9K 2 0.05% Reduced
1127
APFBOT
Amica Pension Fund Board of Trustees
Rhode Island
$111K $0 1 0.01% Maintained
1128
NYLT
New York Life Trust
New York
$111K +$104K 3 0.46% Increased
1129
GWM
Gupta Wealth Management
California
$107K +$30.1K 4 0.03% Increased
1130
Klingman & Associates
Klingman & Associates
New York
$103K $0 1 0.04% Maintained
1131
CIM
CenturyLink Investment Management
Colorado
$101K -$107K 2 0.03% Reduced
1132
TFA
Transamerica Financial Advisors
Florida
$99K -$2.1K 5 0.01% Reduced
1133
SignatureFD
SignatureFD
Georgia
$90K +$13.5K 5 0.02% Increased
1134
New York Life Investment Management
New York Life Investment Management
New York
$88K +$118K 1 0.01% New
1135
PCTC
Perkins Coie Trust Company
Washington
$88K +$574 2 0.07% Increased
1136
MDCM
Morgan Dempsey Capital Management
Wisconsin
$86K +$87.7K 2 0.02% New
1137
BL
Bolton LP
Connecticut
$80K +$107K 1 0.02% New
1138
TCCM
Timber Creek Capital Management
Massachusetts
$75K $0 1 0.06% Maintained
1139
HR
Howe & Rusling
New York
$72K -$38.2K 4 0.02% Reduced
1140
TCOV
Trust Company of Vermont
Vermont
$72K -$18.7K 2 0.01% Reduced
1141
DBT
Dubuque Bank & Trust
Iowa
$70K $0 1 0.01% Maintained
1142
MUS
Mitsubishi UFJ Securities
Japan
$70K +$49.6K 1 0.47% Increased
1143
ZB
Zions Bancorporation
Utah
$69K +$35K 1 0.01% Increased
1144
CFG
CKW Financial Group
Hawaii
$65K -$16.2K 3 0.03% Reduced
1145
BAM
Barrett Asset Management
New York
$61K $0 2 0.01% Maintained
1146
AA
Apriem Advisors
California
$57K +$6.68K 3 0.02% Increased
1147
CAW
Cornerstone Advisors (Washington)
Washington
$57K +$2.88K 5 0.05% Increased
1148
ATC
Adirondack Trust Company
New York
$47K $0 2 0.04% Maintained
1149
TDC
Thompson Davis & Co
Virginia
$45K +$6.1K 4 0.05% Increased
1150
WA
WealthTrust-Arizona
Arizona
$45K +$3.95K 3 0.03% Increased