Page 2 - Market Update 11-30-2021.xlsx
P. 2
Sector Snapshot 11/30/21 S&P 500 Sector Weights* 10/29/21
1 Year
Sector Return Sector Weight
Energy 48.62% Technology 26.25%
Technology 36.62% Financials 13.17%
Financials 36.31% Health Care 12.93%
Real Estate 31.07% Consumer Cyclical 12.77%
Consumer Cyclical 30.11% Comm. Services 10.50%
Materials 19.05% Industrials 8.27%
Health Care 18.35% Consumer Defensive 6.14%
Comm. Services 15.34% Energy 2.75%
Industrials 14.74% Real Estate 2.62%
Consumer Defensive 5.11% Utilities 2.39%
Utilities 4.68% Materials 2.22%
Sector Summary 11/30/21
Sector 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Cyclical
Consumer Cyclical -3.07% 1.62% 11.61% 27.07% 30.11% 23.84% 20.22%
Financials -4.07% -5.79% -1.17% 28.53% 36.31% 12.13% 11.09%
Materials -4.36% -0.70% -1.38% 16.51% 19.05% 15.74% 11.12%
Real Estate -1.18% -0.97% -0.04% 29.85% 31.07% 12.34% 10.08%
Sensitive
Comm. Services -4.23% -6.12% -11.63% 11.49% 15.34% 18.74% -
Energy -2.06% -5.88% 12.00% 42.43% 48.62% -5.15% -5.32%
Industrials -4.95% -3.71% -3.80% 13.48% 14.74% 11.85% 10.26%
Technology -0.49% 4.23% 5.53% 29.28% 36.62% 35.53% 28.98%
Defensive
Consumer Defensive -3.41% -1.59% -2.69% 3.65% 5.11% 7.70% 6.87%
Health Care -1.95% -3.13% -4.13% 14.08% 18.35% 11.26% 13.74%
Utilities -2.93% -2.13% -4.21% 4.24% 4.68% 5.83% 7.12%
Market Indicators
Last 1 Month 1 Mo. % 1 Year 1 Year %
Name As of Month** Ago Change Ago Change Freq.
Key Interest Rates
1 Month Treasury 11/30/21 0.11% 0.06% 83.3% 0.08% 37.5% Daily
2 Year Treasury 11/30/21 0.52% 0.48% 8.3% 0.16% 225.0% Daily
10 Year Treasury 11/30/21 1.43% 1.55% -7.7% 0.84% 70.2% Daily
30 Year Mortgage 11/18/21 3.10% 3.05% 1.6% 2.84% 9.2% Weekly
US Corporate AAA 11/29/21 2.03% 1.97% 3.0% 1.56% 30.1% Daily
US Corporate BBB 11/29/21 2.56% 2.45% 4.5% 2.16% 18.5% Daily
US Corporate CCC 11/29/21 8.20% 7.58% 8.2% 9.67% -15.2% Daily
Effective Federal Funds 11/29/21 0.08% 0.07% 14.3% 0.08% 0.0% Daily
U.S. Economy
Consumer Sentiment 11/30/21 67.40 72.80 -7.4% 76.90 -12.4% Monthly
Unemployment Rate 9/30/21 4.60% 5.40% -14.8% 7.80% -41.0% Monthly
Inflation Rate 9/30/21 6.22% 5.37% 16.0% 1.37% 353.7% Monthly
Manufacturing PMI 11/30/21 61.10 61.10 0.0% 57.50 6.3% Monthly
Non Manufacturing PMI 10/31/21 66.70 61.90 7.8% 56.60 17.8% Monthly
Retail Sales 9/30/21 565,767 543,191 4.2% 493,411 14.7% Monthly
Building Permits 9/30/21 1,650 1,630 1.2% 1,589 3.8% Monthly
©2020 YCharts, Inc. All Rights Reserved. YCharts, Inc. (“YCharts”) is not registered with the U.S. Securities and Exchange Commission (or with the securities regulatory
authority or body of any state or any other jurisdiction) as an investment adviser, broker-dealer or in any other capacity, and does not purport to provide investment advice
or make investment recommendations. This report has been generated through application of the analytical tools and data provided through ycharts.com and is intended
solely to assist you or your investment or other adviser(s) in conducting investment research. You should not construe this report as an offer to buy or sell, as a solicitation
of an offer to buy or sell, or as a recommendation to buy, sell, hold or trade, any security or other financial instrument. For further information regarding your use of this
report, please go to: ycharts.com/about/disclosure. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member
FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products, or services referenced here are independent of WFS.