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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
201
Suntrust Banks
Suntrust Banks
Georgia
$48M -$2.48M 9 0.33% Reduced
202
LT
Lindsell Train
United Kingdom
$47.1M +$4.53M 1 4.38% Increased
203
ACI
AMP Capital Investors
Australia
$46.6M +$14.5M 6 0.29% Increased
204
Markel Group
Markel Group
Virginia
$46.2M $0 2 1.16% Maintained
205
KIG
Kovitz Investment Group
Illinois
$45.8M +$338K 1 2.25% Increased
206
Boston Partners
Boston Partners
Massachusetts
$45.7M +$37.4M 1 0.07% Increased
207
T
TOBAM
France
$44M -$21.8M 1 1.46% Reduced
208
NIMC
NWQ Investment Management Company
California
$43.8M +$3.47M 1 0.53% Increased
209
CPM
Chesapeake Partners Management
Maryland
$43.5M -$4.79M 1 1.66% Reduced
210
SG Americas Securities
SG Americas Securities
New York
$43.3M +$16.2M 9 0.21% Increased
211
M&T Bank
M&T Bank
New York
$43.2M +$2.07M 6 0.27% Increased
212
ACP
Ashfield Capital Partners
California
$43.1M -$2.42M 3 2.08% Reduced
213
HI
Honeywell International
North Carolina
$43M +$23.5M 1 0.98% Increased
214
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$43M +$19M 1 0.8% Increased
215
SCM
SOL Capital Management
Maryland
$42.8M +$96.8K 2 16.59% Increased
216
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$42.7M -$2.22M 3 0.97% Reduced
217
RS Investment Management
RS Investment Management
California
$42.6M +$448K 2 0.38% Increased
218
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$41.5M +$1.38M 1 1.02% Increased
219
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$41.4M +$143K 6 0.34% Increased
220
CI Investments Inc
CI Investments Inc
Ontario, Canada
$41.2M -$12.1M 1 0.47% Reduced
221
Findlay Park Partners
Findlay Park Partners
United Kingdom
$41.2M $0 1 0.44% Maintained
222
SEI Investments
SEI Investments
Pennsylvania
$40.8M +$39.5M 9 0.36% New
223
USAA
United Services Automobile Association
Texas
$40M -$12.4M 7 0.14% Reduced
224
PEAK6 Group
PEAK6 Group
Illinois
$39.5M -$7.69M 5 0.3% Reduced
225
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.4M +$406K 8 0.23% Increased