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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
1151
CAW
Cornerstone Advisors (Washington)
Washington
$34K +$12.4K 5 0.03% Increased
1152
GAM
Gemmer Asset Management
California
$34K -$4.93K 6 0.02% Reduced
1153
SAM
Solaris Asset Management
New York
$34K $0 1 0.02% Maintained
1154
CFA
Capstone Financial Advisors
Illinois
$33K +$34.8K 1 0.02% New
1155
LNB
Ledyard National Bank
$31K -$2.11M 3 0.01% Reduced
1156
SFU
Stonehage Fleming (UK)
United Kingdom
$31K -$131K 1 0.01% Reduced
1157
AMG National Trust Bank
AMG National Trust Bank
Colorado
$30K $0 1 0% Maintained
1158
TIM
Tortoise Investment Management
New York
$30K +$28.7K 1 0.01% Increased
1159
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$30K -$261K 1 0% Reduced
1160
FANJ
Financial Architects (New Jersey)
New Jersey
$29K +$29.3K 3 0.01% New
1161
HRIA
Haberer Registered Investment Advisor
Ohio
$29K -$4.29K 1 0.01% Reduced
1162
RIA
Regal Investment Advisors
Michigan
$29K -$2.1M 2 0.01% Reduced
1163
MWP
MYCIO Wealth Partners
Pennsylvania
$26K $0 1 0.01% Maintained
1164
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$25K +$7.25K 1 0.07% Increased
1165
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$24K -$19.1K 2 0.01% Reduced
1166
CFN
Cordasco Financial Network
Florida
$24K +$5.05K 2 0.02% Increased
1167
PFSC
Peoples Financial Services Corp
Pennsylvania
$24K +$20.2K 2 0.02% Increased
1168
TDC
Thompson Davis & Co
Virginia
$23K +$15.5K 2 0.03% Increased
1169
AA
Apriem Advisors
California
$22K -$2K 1 0.01% Reduced
1170
ARMT
Amica Retiree Medical Trust
Rhode Island
$21K $0 1 0.02% Maintained
1171
WAS
Winch Advisory Services
Wisconsin
$20K $0 2 0.01% Maintained
1172
RFA
Reilly Financial Advisors
California
$18K -$39K 2 0% Reduced
1173
QAM
QCI Asset Management
New York
$16K $0 1 0% Maintained
1174
AC
Alexandria Capital
Virginia
$15K +$1.14K 2 0.01% Increased
1175
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$6.75K 4 0.01% Reduced