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May 07 2021

Sector Rankings

  • May 7, 2021

Financials remains at the top, and Materials strengthened to #2 (it ranked #6 as recently as March). Consumer Discretionary moved back up to 3rd place. Info Tech dropped to 4th—the first time it has ranked below the top-three since October 2019. Health Care continued its trend of deterioration and is now the eighth-lowest-rated of the eleven broad sectors. Energy, Real Estate, and Utilities are the three-worst-ranked sectors—a distinction they have now maintained for roughly a year.

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About The Author

Greg Swenson / Sr. Research Analyst & Co-Portfolio Manager