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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
176
Suntrust Banks
Suntrust Banks
Georgia
$62.6M +$162K 9 0.4% Increased
177
TD Asset Management
TD Asset Management
Ontario, Canada
$61.5M -$8.57M 5 0.11% Reduced
178
Korea Investment Corp
Korea Investment Corp
South Korea
$58.9M +$20.6M 6 0.46% Increased
179
Chilton Investment Company
Chilton Investment Company
Connecticut
$58.4M -$39.7M 1 2.08% Reduced
180
Lazard Asset Management
Lazard Asset Management
New York
$57.2M -$2.49M 4 0.12% Reduced
181
LT
Lindsell Train
United Kingdom
$55.2M +$5.82M 1 4.55% Increased
182
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$55.1M -$452K 1 1.3% Reduced
183
USAA
United Services Automobile Association
Texas
$53.9M +$13.4M 7 0.19% Increased
184
Numeric Investors
Numeric Investors
Massachusetts
$53.5M +$3.15M 4 0.66% Increased
185
Saturna Capital
Saturna Capital
Washington
$53.2M $0 1 1.43% Maintained
186
MCMC
Matrix Capital Management Company
New Hampshire
$52.6M +$59.2M 1 2.7% New
187
South Texas Money Management
South Texas Money Management
Texas
$52.1M +$24.2M 2 3.02% Increased
188
Aviva
Aviva
United Kingdom
$51.7M +$14.8M 6 0.35% Increased
189
PGGM Investments
PGGM Investments
Netherlands
$50.8M -$18M 2 0.24% Reduced
190
Apex Capital Management
Apex Capital Management
Ohio
$50.7M -$37.8M 1 1.19% Reduced
191
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$50.6M -$13.8M 5 0.19% Reduced
192
Canada Life
Canada Life
Manitoba, Canada
$50.2M -$21.2M 10 0.17% Reduced
193
KBC Group
KBC Group
Belgium
$50M +$28.6M 6 0.64% Increased
194
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$49.1M +$20.7M 1 1.71% Increased
195
Markel Group
Markel Group
Virginia
$48.5M +$716K 3 1.23% Increased
196
NIMC
NWQ Investment Management Company
California
$48.3M -$3.25M 1 0.6% Reduced
197
M&T Bank
M&T Bank
New York
$47.8M +$1.66M 7 0.3% Increased
198
HCM
Highline Capital Management
New York
$47.3M +$17.8M 1 2.15% Increased
199
Federated Hermes
Federated Hermes
Pennsylvania
$47.3M -$39M 8 0.14% Reduced
200
SCM
SOL Capital Management
Maryland
$47.1M $0 2 17.33% Maintained
6 7
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