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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
FTI
Fiduciary Trust International
Massachusetts
$0 -$211K 0 – Closed
1302
FCI
Financial Counselors Inc
Kansas
$0 -$951K 0 – Closed
1303
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$0 -$372K 0 – Closed
1304
FIM
Freedom Investment Management
Connecticut
$0 -$448K 0 – Closed
1305
GA
Geneva Advisors
Illinois
$0 -$752K 0 – Closed
1306
GGHC
Gilder Gagnon Howe & Co
New York
$0 -$34M 0 – Closed
1307
GCA
Greenwood Capital Associates
South Carolina
$0 -$240K 0 – Closed
1308
GIM
Guardian Investment Management
California
$0 -$1.13M 0 – Closed
1309
HI
Handelsinvest Investeringsforvaltning
Denmark
$0 -$1.1M 0 – Closed
1310
Harris Associates
Harris Associates
Illinois
$0 -$266K 0 – Closed
1311
HFM
Hartford Financial Management
Connecticut
$0 -$4K 0 – Closed
1312
HC
Henshaw Capital
Massachusetts
$0 -$227K 0 – Closed
1313
HCMT
Highland Capital Management (Texas)
Texas
$0 -$2.71M 0 – Closed
1314
HCM
Hollencrest Capital Management
California
$0 -$555K 0 – Closed
1315
Horizon Investments
Horizon Investments
North Carolina
$0 -$492K 0 – Closed
1316
HMP
HS Management Partners
New York
$0 -$76.5M 0 – Closed
1317
ICRM
Insight Capital Research & Management
California
$0 -$4.96M 0 – Closed
1318
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$0 -$26.1M 0 – Closed
1319
Jefferies Financial Group
Jefferies Financial Group
New York
$0 -$1.06M 0 – Closed
1320
KM
Kalos Management
Georgia
$0 -$350K 0 – Closed
1321
KB
Kimelman & Baird
New York
$0 -$285K 0 – Closed
1322
LTI
Laffer Tengler Investments
Tennessee
$0 -$2.95M 0 – Closed
1323
LOAMU
Lombard Odier Asset Management (USA)
New York
$0 -$17M 0 – Closed
1324
LA
LVW Advisors
New York
$0 -$436K 0 – Closed
1325
Meag Munich Ergo
Meag Munich Ergo
Germany
$0 -$2.97M 0 – Closed