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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
1176
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$46K +$8.43K 5 0.03% Increased
1177
GAM
Gemmer Asset Management
California
$45K -$1.18K 6 0.03% Reduced
1178
BWA
Burt Wealth Advisors
Maryland
$42K +$38.4K 1 0.04% New
1179
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$42K +$9.87K 2 0.09% Increased
1180
ECM
Estabrook Capital Management
New York
$41.7K $0 2 0% Maintained
1181
OIA
Optimum Investment Advisors
Illinois
$39K $0 2 0.01% Maintained
1182
SAM
Solaris Asset Management
New York
$38K $0 1 0.02% Maintained
1183
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$35K $0 1 0% Maintained
1184
PSI
Pinnacle Summer Investments
Virginia
$34K -$20.7K 3 0% Reduced
1185
RGI
River Global Investors
United Kingdom
$31K +$31.4K 1 0.01% New
1186
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$30.9K -$1.11M 2 0.01% Reduced
1187
CHP
Cable Hill Partners
Oregon
$30K +$29.1K 2 0.03% New
1188
LNB
Ledyard National Bank
$30K $0 2 0.01% Maintained
1189
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$28.7K +$28.5K 1 0.04% New
1190
MWP
MYCIO Wealth Partners
Pennsylvania
$28K +$10.1K 2 0.01% Increased
1191
AWM
AllSquare Wealth Management
New York
$26K +$25.9K 2 0.03% New
1192
KPCM
Kings Point Capital Management
New York
$26K +$25.9K 2 0.01% New
1193
UFA
US Financial Advisors
Massachusetts
$26K +$26.1K 1 0.02% New
1194
AMG National Trust Bank
AMG National Trust Bank
Colorado
$25K $0 1 0% Maintained
1195
ARMT
Amica Retiree Medical Trust
Rhode Island
$24K $0 1 0.02% Maintained
1196
PFSC
Peoples Financial Services Corp
Pennsylvania
$24K $0 2 0.02% Maintained
1197
BRWM
B. Riley Wealth Management
Tennessee
$22K +$22.4K 1 0.02% New
1198
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$22K +$23.5K 2 0.01% New
1199
VNA
Valley National Advisers
Pennsylvania
$22K +$14K 1 0.02% New
1200
GWS
Glassman Wealth Services
Virginia
$21K +$19.6K 2 0.02% New