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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
Boothbay Fund Management
Boothbay Fund Management
New York
$0 -$248K 0 – Closed
1302
Boston Financial Management
Boston Financial Management
Massachusetts
$0 -$201K 0 – Closed
1303
BCM
Bourgeon Capital Management
Connecticut
$0 -$518K 0 – Closed
1304
BKA
Brick & Kyle Associates
Pennsylvania
$0 -$4K 0 – Closed
1305
Capital International Inc
Capital International Inc
California
$0 -$111K 0 – Closed
1306
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0 +$132 1 0% New
1307
CAM
ClariVest Asset Management
California
$0 -$1K 0 – Closed
1308
CC
Clearline Capital
New York
$0 -$9.56M 0 – Closed
1309
CCM
Cohen Capital Management
California
$0 -$81K 0 – Closed
1310
CIP
Convergence Investment Partners
Florida
$0 -$1.01M 0 – Closed
1311
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$0 -$6K 0 – Closed
1312
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$0 -$821K 0 – Closed
1313
ECM
Engine Capital Management
New York
$0 -$509K 0 – Closed
1314
FBC
Fairfield, Bush & Co
Connecticut
$0 -$3.7M 0 – Closed
1315
Farallon Capital Management
Farallon Capital Management
California
$0 -$126M 0 – Closed
1316
FI
FCM Investments
Texas
$0 -$174K 0 – Closed
1317
FP
FDO Partners
Massachusetts
$0 -$4.79M 0 – Closed
1318
FIM
Fernwood Investment Management
Massachusetts
$0 -$210K 0 – Closed
1319
FWM
FFT Wealth Management
Pennsylvania
$0 -$253K 0 – Closed
1320
FPA
Fieldpoint Private Advisors
New York
$0 -$111K 0 – Closed
1321
Financial Engines Advisors
Financial Engines Advisors
California
$0 -$2K 0 – Closed
1322
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$0 -$1.99M 0 – Closed
1323
FMT
First Mercantile Trust
Tennessee
$0 -$134K 0 – Closed
1324
First Merchants Corp
First Merchants Corp
Indiana
$0 -$1.48M 0 – Closed
1325
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$0 -$787K 0 – Closed