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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	Funds holding	Growth	Growth %	Fund value
1	1 Estee Lauder EL $36.8B	1,260	+87	+7%	$76.4B
2	2 Brown-Forman Class B BF.B $13B	655	+42	+7%	$11B
3	3 Tapestry TPR $22.8B	551	+36	+7%	$9.66B
4	4 Ferrari RACE $67.9B	450	+60	+15%	$15.8B
5	5 Capri Holdings CPRI $1.71B	386	+31	+9%	$8.55B
6	6 Ralph Lauren RL $22.4B	341	+23	+7%	$5.53B
7	7 Coty COTY $2.59B	315	+30	+11%	$3.17B
8	8 Signet Jewelers SIG $4.14B	300	+29	+11%	$4.36B
9	FTCH 9 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	295	-10	-3%	$11.1B
10	10 Oxford Industries OXM $390M	209	+21	+11%	$1.46B
11	11 Brown-Forman Class A BF.A $13.2B	208	+14	+7%	$1.24B
12	12 Interparfums IPAR $3.67B	201	+22	+12%	$1.92B
13	13 The RealReal REAL $1.11B	188	+18	+11%	$945M
14	14 Movado Group MOV $719M	174	+21	+14%	$619M
15	15 Canada Goose Holdings GOOS $772M	155	+13	+9%	$1.69B
16	16 Playboy Inc PLBY $119M	142	+29	+26%	$766M
17	17 DELISTED The Duckhorn Portfolio, Inc. NAPA	109	+29	+36%	$2.57B
18	18 1stdibs.com DIBS $133M	68	+16	+31%	$243M
19	19 LuxExperience B.V. LUXE $1.3B	51	0	0%	$383M
20	20 Brilliant Earth BRLT $24.3M	50	+6	+14%	$143M
21	21 DELISTED Charles & Colvard Ltd CTHR	34	-1	-3%	$26.9M
22	22 Envela ELA $309M	27	0	0%	$5.81M
23	23 Vince Holding Corp VNCE $154M	20	0	0%	$5.5M
24	24 Zegna ZGN $3.44B	16	+16	–	$123M
25	SECO 25 DELISTED Secoo Holding Limited ADR SECO	13	-6	-32%	$5.59M