Page 2 - Market Update 4-30-2021.xlsx
P. 2
Sector Snapshot 4/30/21 S&P 500 Sector Weights* 4/20/21
1 Year
Sector Return Sector Weight
Materials 59.73% Technology 23.76%
Financials 59.11% Financials 14.37%
Industrials 58.85% Health Care 12.98%
Comm. Services 55.11% Consumer Cyclical 12.38%
Consumer Cyclical 53.36% Comm. Services 10.97%
Technology 52.74% Industrials 9.05%
Energy 29.74% Consumer Defensive 6.33%
Real Estate 26.90% Energy 2.72%
Health Care 21.59% Utilities 2.60%
Consumer Defensive 19.47% Real Estate 2.50%
Utilities 16.61% Materials 2.36%
Sector Summary 4/30/21
Sector 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Cyclical
Consumer Cyclical 0.56% 7.28% 10.36% 11.21% 53.36% 19.98% 17.79%
Financials 2.38% 5.45% 25.16% 22.75% 59.11% 9.75% 13.93%
Materials 0.08% 4.81% 17.15% 14.38% 59.73% 13.34% 11.96%
Real Estate 1.14% 7.59% 16.63% 17.18% 26.90% 11.93% 6.76%
Sensitive
Comm. Services 2.09% 6.73% 16.59% 15.41% 55.11% - -
Energy 3.68% -0.35% 25.30% 29.83% 29.74% -11.51% -5.27%
Industrials 0.33% 3.21% 20.15% 14.94% 58.85% 12.37% 12.80%
Technology -2.12% 6.79% 8.29% 7.23% 52.74% 28.90% 27.19%
Defensive
Consumer Defensive -0.04% 1.31% 8.38% 2.79% 19.47% 11.37% 5.92%
Health Care -1.90% 4.01% 5.37% 6.72% 21.59% 14.10% 11.84%
Utilities 0.20% 4.90% 7.27% 6.25% 16.61% 9.06% 6.66%
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 4/30/21 0.01% VALID DATE #VALUE!VALID DATE #VALUE! Daily
2 Year Treasury 4/30/21 0.16%VALID DATE #VALUE!VALID DATE #VALUE! Daily
10 Year Treasury 4/30/21 1.65% VALID DATE #VALUE!VALID DATE #VALUE! Daily
30 Year Mortgage 4/22/21 2.97%VALID DATE #VALUE!VALID DATE #VALUE! Weekly
US Corporate AAA 4/30/21 2.04%VALID DATE #VALUE!VALID DATE #VALUE! Daily
US Corporate BBB 4/30/21 2.45%VALID DATE #VALUE!VALID DATE #VALUE! Daily
US Corporate CCC 4/30/21 7.31%VALID DATE #VALUE!VALID DATE #VALUE! Daily
Effective Federal Funds 4/29/21 0.06% VALID DATE #VALUE!VALID DATE #VALUE! Daily
U.S. Economy
Consumer Sentiment 4/30/21 88.30 VALID DATE #VALUE!VALID DATE #VALUE! Monthly
Unemployment Rate 3/31/21 6.00% VALID DATE #VALUE!VALID DATE #VALUE! Monthly
Inflation Rate 3/31/21 2.62%VALID DATE #VALUE!VALID DATE #VALUE! Monthly
Manufacturing PMI 4/30/21 60.70VALID DATE #VALUE!VALID DATE #VALUE! Monthly
Non Manufacturing PMI 3/31/21 63.70 VALID DATE #VALUE!VALID DATE #VALUE! Monthly
Retail Sales 3/31/21 556,935VALID DATE #VALUE!VALID DATE #VALUE! Monthly
Building Permits 3/31/21 1,766VALID DATE #VALUE!VALID DATE #VALUE! Monthly
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