Sunday, October 25, 2009

Sector Weightings in The S&P 500 Over Time

Very interesting charts from Bespoke on the changing weightings of various sectors of the S&P:

The weighting of the Financial sector in the S&P 500 has made a huge move since the March lows. After being the biggest sector of the market for six years in a row, the weight of the Financials dropped all the way down to 8.9% (6th place) on March 9th, 2009. After the recent rally we've had, the Finanial sector has nearly doubled its weight to 15%, and it now ranks 2nd behind the Technology sector (18.8%). Technology, Financials, Industrials, Consumer Discretionary, and Materials are sectors that have gained market share during the bull market, while the other five sectors have lost share. The Financial sector has gained the most, while Health Care has lost the most (16.1% to 12.5%).

Secwgtchart

Secwgttable

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