Sector rotation

Where the money is going.

Leadership trends, sector and industry stage mix, the full heatmap, and the multi-year history — one place to decide which pockets deserve your attention.

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Sector	S2% ↓	1M	3M	2025	2024	2023	2022	2021
Health Care	51%	+6.4%	+16.9%	-10.9%	+33.6%	+45.5%	-7.6%	+52.0%
Industrials	38%	-1.0%	+11.7%	-9.3%	+45.3%	+82.4%	+31.5%	+87.5%
Financials	36%	+2.0%	+0.8%	+1.6%	+28.1%	+47.4%	+16.3%	+75.7%
Consumer Discretionary	36%	+3.0%	+4.9%	-4.2%	+32.4%	+48.2%	+24.3%	+99.9%
Materials	34%	-1.0%	+2.7%	-7.9%	+20.6%	+42.4%	+16.6%	+95.6%
Energy	32%	+0.4%	+0.3%	-10.3%	+35.0%	+82.0%	+21.2%	+73.4%
Information Technology	30%	+1.5%	-3.3%	-17.9%	+46.7%	+78.4%	+7.3%	+163.6%
Consumer Staples	28%	-0.6%	+3.2%	+5.8%	+12.5%	+27.4%	+51.7%	+60.0%
Real Estate	25%	+11.0%	+16.5%	-19.9%	+50.6%	+54.4%	+3.2%	+112.6%
Utilities	20%	-0.7%	+6.9%	+1.1%	+41.2%	+66.3%	+1.1%	+160.9%
Communication Services	18%	+2.9%	+10.8%	-22.5%	+25.6%	+28.9%	+11.0%	+164.1%

Sector	S2% ↓	1M	3M	2025	2024	2023	2022	2021
Health Care	51%	+6.4%	+16.9%	-10.9%	+33.6%	+45.5%	-7.6%	+52.0%
Industrials	38%	-1.0%	+11.7%	-9.3%	+45.3%	+82.4%	+31.5%	+87.5%
Financials	36%	+2.0%	+0.8%	+1.6%	+28.1%	+47.4%	+16.3%	+75.7%
Consumer Discretionary	36%	+3.0%	+4.9%	-4.2%	+32.4%	+48.2%	+24.3%	+99.9%
Materials	34%	-1.0%	+2.7%	-7.9%	+20.6%	+42.4%	+16.6%	+95.6%
Energy	32%	+0.4%	+0.3%	-10.3%	+35.0%	+82.0%	+21.2%	+73.4%
Information Technology	30%	+1.5%	-3.3%	-17.9%	+46.7%	+78.4%	+7.3%	+163.6%
Consumer Staples	28%	-0.6%	+3.2%	+5.8%	+12.5%	+27.4%	+51.7%	+60.0%
Real Estate	25%	+11.0%	+16.5%	-19.9%	+50.6%	+54.4%	+3.2%	+112.6%
Utilities	20%	-0.7%	+6.9%	+1.1%	+41.2%	+66.3%	+1.1%	+160.9%
Communication Services	18%	+2.9%	+10.8%	-22.5%	+25.6%	+28.9%	+11.0%	+164.1%

Where the money is going.

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Where the money is going.

Sector performance, year by year

Sector performance, year by year