S&P 500 Sector Heatmap

Real-time sector performance visualization using S&P 500 sector ETFs. Track sector rotation, identify market leaders, and monitor institutional money flows across major market segments.

S&P 500 Sector Heatmap

Understanding Sector Rotation

Risk-On Environment: Technology, Consumer Discretionary, Financials lead
Risk-Off Environment: Utilities, Consumer Staples, Real Estate outperform
Economic Growth: Industrials, Materials, Energy gain momentum
Market Uncertainty: Healthcare and defensive sectors preferred

Sector ETF Methodology

XLK: Technology
XLF: Financials
XLV: Healthcare
XLY: Consumer Discretionary
XLP: Consumer Staples
XLE: Energy
XLI: Industrials
XLB: Materials
XLRE: Real Estate
XLU: Utilities
XLC: Communication

Data based on SPDR sector ETFs which represent the largest holdings in each S&P 500 sector. Color intensity reflects performance magnitude relative to other sectors.

Market Cycle Analysis

Early Cycle (Recovery)

Technology, Consumer Discretionary, Financials typically lead

Mid Cycle (Growth)

Industrials, Materials, Energy gain momentum with economic expansion

Late Cycle (Peak)

Energy, Materials may outperform as inflation concerns rise

Recession

Utilities, Consumer Staples, Healthcare provide defensive characteristics

Key Holdings by Sector

Technology (XLK)

Apple, Microsoft, NVIDIA, Alphabet, Meta, Tesla

Financials (XLF)

Berkshire Hathaway, JPMorgan, Bank of America, Wells Fargo

Healthcare (XLV)

Johnson & Johnson, Pfizer, UnitedHealth, Merck

Consumer Discretionary (XLY)

Amazon, Home Depot, McDonald's, Nike

Communication (XLC)

Meta, Alphabet, Netflix, Disney, Comcast

Energy (XLE)

ExxonMobil, Chevron, ConocoPhillips, EOG Resources