Page 2 - Market Update 5-31-2021.xlsx

Sector Snapshot 5/31/21 S&P 500 Sector Weights* 4/20/21
1 Year
Sector Return Sector Weight
Financials 60.64% Technology 23.07%
Materials 57.25% Financials 14.78%
Industrials 54.50% Health Care 13.09%
Comm. Services 46.50% Consumer Cyclical 11.86%
Technology 43.15% Comm. Services 11.11%
Consumer Cyclical 39.63% Industrials 9.26%
Energy 34.50% Consumer Defensive 6.48%
Real Estate 25.10% Energy 2.79%
Health Care 21.50% Utilities 2.55%
Consumer Defensive 19.86% Real Estate 2.55%
Utilities 9.99% Materials 2.46%
Sector Summary 5/31/21
Sector 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Cyclical
Consumer Cyclical 2.44% -3.05% 7.09% 7.35% 39.63% 17.68% 16.93%
Financials 1.05% 5.56% 17.64% 28.49% 60.64% 10.96% 14.48%
Materials 0.60% 4.48% 18.62% 20.03% 57.25% 13.87% 13.05%
Real Estate 2.09% 2.41% 16.24% 18.46% 25.10% 12.08% 6.70%
Sensitive
Comm. Services 2.42% 2.34% 9.94% 16.48% 46.50% - -
Energy 0.02% 3.33% 8.40% 36.29% 34.50% -10.25% -4.17%
Industrials 1.92% 2.92% 15.94% 18.26% 54.50% 11.74% 13.62%
Technology 1.58% -2.48% 5.83% 6.11% 43.15% 25.80% 25.81%
Defensive
Consumer Defensive -0.35% 2.77% 11.64% 4.48% 19.86% 12.47% 6.02%
Health Care -0.67% 1.01% 9.62% 8.57% 21.50% 14.46% 11.82%
Utilities -1.57% -1.16% 11.59% 3.29% 9.99% 8.99% 5.97%
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 5/28/21 0.01% 0.01% 0.0% 0.14% -92.9% Daily
2 Year Treasury 5/28/21 0.14% 0.17% -17.6% 0.17% -17.6% Daily
10 Year Treasury 5/28/21 1.58% 1.63% -3.1% 0.70% 125.7% Daily
30 Year Mortgage 5/20/21 3.00% 3.04% -1.3% 3.28% -8.5% Weekly
US Corporate AAA 5/28/21 1.98% 2.02% -2.0% 1.74% 13.8% Daily
US Corporate BBB 5/28/21 2.36% 2.43% -2.9% 3.09% -23.6% Daily
US Corporate CCC 5/28/21 7.00% 7.13% -1.8% 16.71% -58.1% Daily
Effective Federal Funds 5/31/21 0.05% 0.05% 0.0% 0.05% 0.0% Daily
U.S. Economy
Consumer Sentiment 5/31/21 82.90 88.30 -6.1% 72.30 14.7% Monthly
Unemployment Rate 3/31/21 6.10% 6.20% -1.6% 4.40% 38.6% Monthly
Inflation Rate 3/31/21 4.16% 1.68% 148.2% 1.54% 170.2% Monthly
Manufacturing PMI 5/31/21 61.20 60.70 0.8% 43.10 42.0% Monthly
Non Manufacturing PMI 3/31/21 62.70 55.30 13.4% 52.50 19.4% Monthly
Retail Sales 3/31/21 555,051 504,458 10.0% 434,281 27.8% Monthly
Building Permits 3/31/21 1,760 1,726 2.0% 1,382 27.4% Monthly

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