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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
1251
KLI
Kelman-Lazarov Inc
Tennessee
$2.06K $0 1 0% Maintained
1252
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K $0 2 0% Maintained
1253
LNB
Ledyard National Bank
$2K -$4K 1 0% Reduced
1254
TWI
Thomas White International
Illinois
$2K -$5.76K 1 0% Reduced
1255
WC
Whitnell & Co
Illinois
$2K +$2.08K 1 0% New
1256
CAM
ClariVest Asset Management
California
$1K -$2.12M 1 0% Reduced
1257
FWM
Focused Wealth Management
New York
$1K -$425 1 0% Reduced
1258
CFA
CT Financial Advisors
Pennsylvania
$495 $0 1 0% Maintained
1259
1GA
1st Global Advisors
Texas
$0 -$650K 0 – Closed
1260
ACI
Advance Capital I
Michigan
$0 -$1.18M 0 – Closed
1261
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$0 -$772K 0 – Closed
1262
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0 -$4.4M 0 – Closed
1263
AW
Alpha Windward
Massachusetts
$0 -$17K 0 – Closed
1264
ACM
Argent Capital Management
Missouri
$0 -$204K 0 – Closed
1265
ACP
Atalan Capital Partners
New York
$0 -$9.18M 0 – Closed
1266
ACM
Atika Capital Management
New York
$0 -$2.21M 0 – Closed
1267
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$0 -$1.05M 0 – Closed
1268
Azimuth Capital Management
Azimuth Capital Management
Michigan
$0 -$5.39M 0 – Closed
1269
BWFA
Baltimore-Washington Financial Advisors
Maryland
$0 -$1.58M 0 – Closed
1270
BP
Banbury Partners
North Carolina
$0 -$20.7M 0 – Closed
1271
BCM
Barometer Capital Management
Ontario, Canada
$0 -$519K 0 – Closed
1272
BCM
Bluefin Capital Management
New York
$0 -$3.27M 0 – Closed
1273
BPIM
Brant Point Investment Management
New York
$0 -$10.4M 0 – Closed
1274
Burney Company
Burney Company
Virginia
$0 -$344K 0 – Closed
1275
Calamos Wealth Management
Calamos Wealth Management
Illinois
$0 -$438K 0 – Closed