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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
1301
EI
EAM Investors
California
$0 -$2.25M 0 – Closed
1302
EMA
Efficient Market Advisors
California
$0 -$1K 0 – Closed
1303
EC
Eminence Capital
New York
$0 -$176M 0 – Closed
1304
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$0 -$291K 0 – Closed
1305
FHC
First Houston Capital
Texas
$0 -$466K 0 – Closed
1306
FNYS
First New York Securities
New York
$0 -$1.81M 0 – Closed
1307
First Pacific Advisors
First Pacific Advisors
California
$0 -$63.2M 0 – Closed
1308
FMA
FNY Managed Accounts
New York
$0 -$63K 0 – Closed
1309
FAM
Formidable Asset Management
Ohio
$0 -$19K 0 – Closed
1310
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$0 -$469K 0 – Closed
1311
FCG
FrontFour Capital Group
Connecticut
$0 -$9.11M 0 – Closed
1312
GVT
Genesee Valley Trust
New York
$0 -$285K 0 – Closed
1313
Greenleaf Trust
Greenleaf Trust
Michigan
$0 -$319K 0 – Closed
1314
GCA
Greenwood Capital Associates
South Carolina
$0 -$221K 0 – Closed
1315
Harding Loevner
Harding Loevner
New Jersey
$0 +$200 1 0% New
1316
HW
Hedeker Wealth
Illinois
$0 +$809 1 0% New
1317
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$0 -$288K 0 – Closed
1318
HPCM
High Pointe Capital Management
Illinois
$0 -$570K 0 – Closed
1319
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$0 -$137K 0 – Closed
1320
IC
IKOS CIF
Cyprus
$0 -$17K 0 – Closed
1321
IC
InterOcean Capital
Illinois
$0 -$993K 0 – Closed
1322
IB
Intrust Bank
Kansas
$0 -$314K 0 – Closed
1323
IRS
Invictus RG (Singapore)
Singapore
$0 -$675K 0 – Closed
1324
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0 -$7.83M 0 – Closed
1325
JT
Jump Trading
Illinois
$0 -$643K 0 – Closed