← All themes

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
B
BancorpSouth
Mississippi
$203K -$218K 1 0.02% Reduced
1127
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$203K +$208K 1 0.02% New
1128
BTNA
Bremer Trust National Association
Minnesota
$201K $0 1 0.06% Maintained
1129
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$201K -$341K 1 0.01% Reduced
1130
LBG
Lloyds Banking Group
United Kingdom
$199K $0 1 1.64% Maintained
1131
MWP
MYCIO Wealth Partners
Pennsylvania
$196K +$84.8K 8 0.03% Increased
1132
PFBT
Parkside Financial Bank & Trust
Missouri
$196K -$7.27K 5 0.1% Reduced
1133
KAM
Kazazian Asset Management
Florida
$193K +$92.9K 1 0.32% Increased
1134
PC
Permit Capital
Pennsylvania
$187K +$47.6K 2 0.13% Increased
1135
BWP
Baldwin Wealth Partners
Massachusetts
$179K -$877K 2 0.04% Reduced
1136
DAM
Delta Asset Management
Tennessee
$179K $0 3 0.03% Maintained
1137
MRCM
M&R Capital Management
New Jersey
$163K +$159K 2 0.05% New
1138
VHAM
Van Hulzen Asset Management
California
$163K +$184K 1 0.09% New
1139
IIC
Integrated Investment Consultants
Michigan
$150K $0 2 0.09% Maintained
1140
OAM
Orinda Asset Management
California
$150K $0 1 0.17% Maintained
1141
TCOV
Trust Company of Vermont
Vermont
$148K $0 2 0.02% Maintained
1142
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$143K +$78.4K 3 0.02% Increased
1143
ICOM
Investment Counselors of Maryland
Maryland
$141K +$146K 1 0.01% New
1144
TF
Tompkins Financial
New York
$141K -$18.5K 2 0.04% Reduced
1145
FI
FCM Investments
Texas
$137K +$140K 1 0.08% New
1146
NYLT
New York Life Trust
New York
$134K -$17.2K 3 0.65% Reduced
1147
Smithfield Trust
Smithfield Trust
Pennsylvania
$132K -$19.7K 2 0.02% Reduced
1148
WP
WealthPLAN Partners
Nebraska
$123K +$234K 5 0.02% New
1149
Klingman & Associates
Klingman & Associates
New York
$121K $0 1 0.04% Maintained
1150
ARMC
American Research & Management Company
Massachusetts
$119K $0 1 0.05% Maintained