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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
1226
AWA
AmeriServ Wealth Advisors
Pennsylvania
$0 -$20K 0 – Closed
1227
BWP
Baldwin Wealth Partners
Massachusetts
$0 -$1.31M 0 – Closed
1228
BHB
Bank Hapoalim BM
Israel
$0 -$565K 0 – Closed
1229
BHTS
Bar Harbor Trust Services
Maine
$0 -$4.97M 0 – Closed
1230
BCM
Barometer Capital Management
Ontario, Canada
$0 -$130K 0 – Closed
1231
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0 -$1.41M 0 – Closed
1232
Beck Mack & Oliver
Beck Mack & Oliver
New York
$0 -$342K 0 – Closed
1233
BL
Bolton LP
Connecticut
$0 -$80K 0 – Closed
1234
Boston Financial Management
Boston Financial Management
Massachusetts
$0 -$201K 0 – Closed
1235
BRWM
B. Riley Wealth Management
Tennessee
$0 -$41K 0 – Closed
1236
BA
Broadview Advisors
Wisconsin
$0 -$5.12M 0 – Closed
1237
CT
Cambridge Trust
Massachusetts
$0 -$279K 0 – Closed
1238
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$5.77M 0 – Closed
1239
CS
Central Securities
New York
$0 -$5.19M 0 – Closed
1240
CI
Chartist Inc
California
$0 -$845K 0 – Closed
1241
CBB
Citizens Business Bank
California
$0 -$235K 0 – Closed
1242
CC
Clearline Capital
New York
$0 -$24.5M 0 – Closed
1243
COC
Commonwealth Opportunity Capital
California
$0 -$10.5M 0 – Closed
1244
CIM
Contravisory Investment Management
Massachusetts
$0 -$8.09M 0 – Closed
1245
CCM
Cornerstone Capital Management
Minnesota
$0 -$82.6M 0 – Closed
1246
CCT
Country Club Trust
Missouri
$0 -$1.46M 0 – Closed
1247
CWM
Cranbrook Wealth Management
Michigan
$0 +$62 1 0% New
1248
CM
CS McKee
Pennsylvania
$0 -$14.5M 0 – Closed
1249
CFMC
Curbstone Financial Management Corp
New Hampshire
$0 -$267K 0 – Closed
1250
DCM
Destrier Capital Management
New York
$0 -$2.94M 0 – Closed