The Global Industry Classification Standard (GICS) divides the S&P 500 into 11 sectors. Each sector groups companies in similar industries — for example, Apple and Microsoft are in Technology, while JPMorgan and Visa are in Financials.
YTD Return shows how much the sector has gained or lost since January 1st. Green cards = gains, amber/red = losses. S&P Weight shows how much of the total S&P 500 index that sector represents — higher weight = bigger influence on the index.
P/E (Price-to-Earnings) compares a stock's price to its earnings — lower P/E can mean better value, but growth sectors (like Tech) often have higher P/E. Dividend Yield is the annual dividend payment as a percentage of price — higher yield means more passive income.
Mega-cap (>$200B) are the largest companies like Apple and Amazon. Large-cap ($10B-$200B) are well-established companies. Mid-cap (<$10B) are smaller but can offer higher growth potential.
A composite score based on momentum, valuation, yield, and price position within the 52-week range. Outperform = strong outlook, Market Perform = average, Underperform = caution.