Page 2 - Market Update 5-31-2020.xlsx

Sector Snapshot 5/31/20 S&P 500 Sector Weights* 5/29/20
1 Year
Sector Return Sector Weight
Technology 35.16% Technology 22.64%
Health Care 18.67% Health Care 15.36%
Comm. Services 13.28% Financials 13.58%
Consumer Cyclical 11.32% Comm. Services 10.97%
Consumer Defensive 5.64% Consumer Cyclical 10.28%
Materials 4.24% Industrials 8.42%
Utilities 3.10% Consumer Defensive 7.55%
Real Estate -3.45% Utilities 3.24%
Industrials -6.75% Energy 2.92%
Financials -11.74% Real Estate 2.84%
Energy -33.90% Materials 2.20%
Sector Summary 5/31/20
Sector 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Cyclical
Consumer Cyclical 2.40% 5.86% 7.56% -0.94% 11.32% 11.09% 10.37%
Financials 6.30% -0.32% -12.07% -24.23% -11.74% -0.33% 3.23%
Materials 4.49% 3.51% 5.14% -9.97% 4.24% 1.52% 1.85%
Real Estate 8.17% 1.06% -5.90% -10.84% -3.45% 2.81% -
Sensitive
Comm. Services 1.24% 6.94% 6.38% 0.57% 13.28% - -
Energy 0.17% -1.32% -14.88% -35.79% -33.90% -15.44% -12.51%
Industrials 5.89% 2.98% -7.80% -17.08% -6.75% 0.30% 4.05%
Technology 1.84% 6.34% 10.93% 6.66% 35.16% 20.32% 17.81%
Defensive
Consumer Defensive 3.48% 0.41% 2.05% -6.35% 5.64% 1.65% 4.00%
Health Care 3.62% 2.66% 11.39% 0.84% 18.67% 10.99% 6.70%
Utilities 6.93% 1.43% -3.73% -7.99% 3.10% 3.88% 6.12%
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 5/29/20 0.13% 0.10% 30.0% 2.35% -94.5% Daily
2 Year Treasury 5/29/20 0.16% 0.20% -20.0% 2.09% -92.3% Daily
10 Year Treasury 5/29/20 0.65% 0.63% 3.2% 2.25% -71.1% Daily
30 Year Mortgage 5/21/20 3.24% 3.31% -2.1% 4.07% -20.4% Weekly
US Corporate AAA 5/29/20 1.69% 1.81% -6.6% 3.07% -45.0% Daily
US Corporate BBB 5/29/20 3.02% 3.64% -17.0% 3.90% -22.6% Daily
US Corporate CCC 5/29/20 16.74% 17.21% -2.7% 11.41% 46.7% Daily
Effective Federal Funds 5/28/20 0.05% 0.04% 25.0% 2.39% -97.9% Daily
U.S. Economy
Consumer Sentiment 5/31/20 72.30 71.80 0.7% 100.00 -27.7% Monthly
Unemployment Rate 4/30/20 14.70% 3.50% 320.0% 3.60% 308.3% Monthly
Inflation Rate 4/30/20 0.33% 2.33% -85.9% 2.00% -83.5% Monthly
Manufacturing PMI 5/31/20 43.10 41.50 3.9% 52.10 -17.3% Monthly
Non Manufacturing PMI 4/30/20 41.80 57.30 -27.1% 55.50 -24.7% Monthly
Retail Sales 4/30/20 371,585 461,914 -19.6% 452,220 -17.8% Monthly
Building Permits 4/30/20 1,074 1,438 -25.3% 1,330 -19.2% Monthly

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