Briefing.com just posted this and I thought I’d pass it along:
7:51AM Top Sector Movers : As noted in the Morning Briefing comment, the Nasdaq has rallied 14% year-to-date. The key sectors driving this performance have been Internet Software (+54% y-t-d), Computer Storage (+47%), Internet Retail (+41%), Semis (+28%), Biotech (+24%), Wireless Services (+21%)… Sectors that have underperformed the market this year include Tobacco (-23%), Healthcare Facilities (-18%), Food Retail (-12%), Household Appliances (-9%), Aerospace/Defense (-8%), Home Furnishings (-8%)… Active accounts may want to take note of these laggards in the event that tech cools off and money begins to rotate back into underperforming groups such as Tobacco, Household Appliances and Defense.
