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Data to Fri 30 Oct 2026 · Charts and data, not recommendations

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S&P 500 over four weeks to Fri 30 Oct 2026 · Index (cap-weighted) +0.2% · Size = market value, colour = price change · Full map

Treemap of S&P 500 companies grouped by sector, sized by market value and coloured by price change over the four weeks to Fri 30 Oct 2026.AAPL · Apple Inc.: +3.28% (Consumer Electronics)AAPL+3.3%NVDA · NVIDIA Corporation: -12.53% (Semiconductors)NVDA-12.5%MSFT · Microsoft Corporation: +0.85% (Software - Infrastructure)MSFT+0.8%AVGO · Broadcom Inc.: -8.18% (Semiconductors)AVGO-8.2%MU · Micron Technology, Inc.: -17.69% (Semiconductors)MU-17.7%AMD · Advanced Micro Devices, Inc.: -20.37% (Semiconductors)AMD-20.4%PLTR · Palantir Technologies Inc.: -2.46% (Software - Infrastructure)PLTR-2.5%CSCO · Cisco Systems, Inc.: -6.85% (Communication Equipment)CSCO-6.8%ORCL · Oracle Corporation: -8.17% (Software - Infrastructure)ORCL-8.2%INTC · Intel Corp.: -44.89% (Semiconductors)INTC-44.9%AMAT · Applied Materials, Inc.: -27.77% (Semiconductors)AMAT-27.8%PANW · Palo Alto Networks, Inc.: -9.27% (Software - Infrastructure)PANWLRCX · Lam Research Corporation: -31.19% (Semiconductors)LRCX-31.2%TXN · Texas Instruments Incorporated: +2.40% (Semiconductors)TXNDELL · Dell Technologies Inc.: -24.57% (Computer Hardware)CRWD · CrowdStrike Holdings, Inc.: -7.26% (Software - Infrastructure)IBM · International Business Machines Corporation: +15.80% (Information Technology Services)ANET · Arista Networks, Inc.: -18.56% (Computer Hardware)ADI · Analog Devices, Inc.: -0.01% (Semiconductors)KLAC · KLA Corporation: -23.67% (Semiconductors)APH · Amphenol Corporation: -8.81% (Hardware, Equipment & Parts)CRM · Salesforce, Inc.: -2.35% (Software - Application)QCOM · QUALCOMM Incorporated: -10.86% (Semiconductors)ACN · Accenture plc: +29.83% (Information Technology Services)SNDK · Sandisk Corporation: -33.09% (Computer Hardware)MRVL · Marvell Technology, Inc.: -27.87% (Semiconductors)STX · Seagate Technology Holdings plc: -24.08% (Computer Hardware)UBER · Uber Technologies, Inc.: -4.20% (Software - Application)WDC · Western Digital Corporation: -11.84% (Computer Hardware)ADP · Automatic Data Processing, Inc.: +14.03% (Software - Application)NOW · ServiceNow, Inc.: -21.77% (Software - Application)GLW · Corning Inc: -24.90% (Hardware, Equipment & Parts)ADBE · Adobe Inc.: +5.28% (Software - Application)INTU · Intuit Inc.: +21.35% (Software - Application)FTNT · Fortinet, Inc.: -24.80% (Software - Infrastructure)CDNS · Cadence Design Systems, Inc.: -6.68% (Software - Application)SNPS · Synopsys, Inc.: -4.55% (Software - Infrastructure)MSI · Motorola Solutions, Inc.: +9.86% (Communication Equipment)DDOG · Datadog, Inc.: -15.13% (Software - Application)APP · AppLovin Corporation: -14.81% (Software - Application)HPE · Hewlett Packard Enterprise Company: -20.54% (Computer Hardware)NXPI · NXP Semiconductors N.V.: +6.55% (Semiconductors)TEL · TE Connectivity plc: -3.33% (Semiconductors)LITE · Lumentum Holdings Inc.: -22.55% (Communication Equipment)MPWR · Monolithic Power Systems, Inc.: -15.84% (Semiconductors)ADSK · Autodesk, Inc.: +17.74% (Software - Application)GRMN · Garmin Ltd.: -3.02% (Hardware, Equipment & Parts)KEYS · Keysight Technologies, Inc.: -20.13% (Hardware, Equipment & Parts)VEEV · Veeva Systems Inc.: +14.50% (Software - Application)WDAY · Workday, Inc.: +6.27% (Software - Application)ROP · Roper Technologies, Inc.: +31.69% (Software - Application)XYZ · Block, Inc.: +2.54% (Software - Infrastructure)MCHP · Microchip Technology Incorporated: -4.89% (Semiconductors)TER · Teradyne, Inc.: -38.90% (Semiconductors)CIEN · Ciena Corporation: -18.05% (Communication Equipment)COHR · Coherent, Inc.: -37.60% (Hardware, Equipment & Parts)P · Everpure, Inc.: -9.39% (Computer Hardware)NTAP · NetApp, Inc.: -11.97% (Computer Hardware)TTWO · Take-Two Interactive Software, Inc.: -6.20% (Electronic Gaming & Multimedia)TWLO · Twilio Inc.: -30.40% (Software - Infrastructure)FLEX · Flex Ltd.: -25.84% (Hardware, Equipment & Parts)TDY · Teledyne Technologies Incorporated: +6.65% (Hardware, Equipment & Parts)CTSH · Cognizant Technology Solutions Corporation: +11.28% (Information Technology Services)VRSN · VeriSign, Inc.: +6.55% (Software - Infrastructure)JBL · Jabil Inc.: -10.41% (Hardware, Equipment & Parts)ON · ON Semiconductor Corporation: -15.57% (Semiconductors)CPAY · Corpay, Inc.: +1.61% (Software - Infrastructure)VRSK · Verisk Analytics, Inc.: +19.78% (Software - Services)HPQ · HP Inc.: -10.40% (Computer Hardware)PTC · PTC Inc.: +35.76% (Software - Application)BR · Broadridge Financial Solutions, Inc.: +13.95% (Information Technology Services)FIS · Fidelity National Information Services, Inc.: +18.83% (Information Technology Services)SMCI · Super Micro Computer, Inc.: -24.58% (Computer Hardware)FTV · Fortive Corporation: +13.50% (Hardware, Equipment & Parts)CDW · CDW Corporation: +15.38% (Information Technology Services)FFIV · F5, Inc.: -25.48% (Software - Infrastructure)LDOS · Leidos Holdings, Inc.: +21.44% (Information Technology Services)GEN · Gen Digital Inc.: +32.47% (Software - Infrastructure)ZBRA · Zebra Technologies Corporation: -3.88% (Communication Equipment)TYL · Tyler Technologies, Inc.: +22.15% (Software - Application)FICO · Fair Isaac Corporation: +7.56% (Software - Application)TRMB · Trimble Inc.: +12.90% (Hardware, Equipment & Parts)IT · Gartner, Inc.: +23.80% (Information Technology Services)GDDY · GoDaddy Inc.: +20.60% (Software - Infrastructure)SWKS · Skyworks Solutions, Inc.: +3.00% (Semiconductors)AKAM · Akamai Technologies, Inc.: -14.87% (Software - Infrastructure)JKHY · Jack Henry & Associates, Inc.: +13.19% (Information Technology Services)TECHNOLOGY -6.6%BRK-B · Berkshire Hathaway Inc.: +7.93% (Insurance - Diversified)BRK-B+7.9%JPM · JPMorgan Chase & Co.: +1.40% (Banks - Diversified)JPM+1.4%V · Visa Inc.: +14.68% (Financial - Credit Services)V+14.7%MA · Mastercard Incorporated: +15.53% (Financial - Credit Services)MA+15.5%BAC · Bank of America Corporation: -6.96% (Banks - Diversified)MS · Morgan Stanley: -3.16% (Financial - Capital Markets)MS-3.2%GS · The Goldman Sachs Group, Inc.: -0.89% (Financial - Capital Markets)WFC · Wells Fargo & Company: +3.67% (Banks - Diversified)AXP · American Express Company: +5.39% (Financial - Credit Services)C · Citigroup Inc.: -4.56% (Banks - Diversified)BLK · BlackRock, Inc.: +8.30% (Asset Management)SCHW · The Charles Schwab Corporation: -8.95% (Financial - Capital Markets)CB · Chubb Limited: +10.04% (Insurance - Property & Casualty)BX · Blackstone Inc.: +6.05% (Asset Management)SPGI · S&P Global Inc.: +20.78% (Financial - Data & Stock Exchanges)PGR · The Progressive Corporation: +9.97% (Insurance - Property & Casualty)IBKR · Interactive Brokers Group, Inc.: -12.91% (Investment - Banking & Investment Services)COF · Capital One Financial Corporation: +5.20% (Financial - Credit Services)CME · CME Group Inc.: +15.20% (Financial - Data & Stock Exchanges)BNY · Bank of New York Mellon Corp: +1.18% (Investment - Banking & Investment Services)MRSH · Marsh & McLennan Companies, Inc.: +17.97% (Insurance - Brokers)ICE · Intercontinental Exchange, Inc.: +12.45% (Financial - Data & Stock Exchanges)USB · U.S. Bancorp: +3.37% (Banks - Regional)PNC · The PNC Financial Services Group, Inc.: +3.09% (Banks - Regional)KKR · KKR & Co. Inc.: +4.54% (Asset Management)MCO · Moody's Corporation: +11.91% (Financial - Data & Stock Exchanges)TRV · The Travelers Companies, Inc.: +9.95% (Insurance - Property & Casualty)AJG · Arthur J. Gallagher & Co.: +22.10% (Insurance - Brokers)AON · Aon plc: +19.38% (Insurance - Brokers)APO · Apollo Global Management, Inc.: +1.60% (Asset Management)ALL · The Allstate Corporation: +16.15% (Insurance - Property & Casualty)HOOD · Robinhood Markets, Inc.: -24.61% (Financial - Capital Markets)MET · MetLife, Inc.: +5.92% (Insurance - Life)AFL · Aflac Incorporated: +11.07% (Insurance - Life)NDAQ · Nasdaq, Inc.: +17.60% (Financial - Data & Stock Exchanges)TFC · Truist Financial Corporation: +5.04% (Banks - Regional)FITB · Fifth Third Bancorp: +5.90% (Banks - Regional)PYPL · PayPal Holdings, Inc.: +7.97% (Financial - Credit Services)MSCI · MSCI Inc.: +16.31% (Financial - Data & Stock Exchanges)STT · State Street Corporation: -3.52% (Asset Management)AMP · Ameriprise Financial, Inc.: -0.02% (Asset Management)AIG · American International Group, Inc.: +9.30% (Insurance - Diversified)ARES · Ares Management Corporation: +9.02% (Asset Management)PRU · Prudential Financial, Inc.: +3.42% (Insurance - Life)ACGL · Arch Capital Group Ltd.: +13.63% (Insurance - Diversified)COIN · Coinbase Global, Inc.: -21.56% (Financial - Data & Stock Exchanges)CBOE · Cboe Global Markets, Inc.: +23.69% (Financial - Data & Stock Exchanges)HIG · The Hartford Insurance Group, Inc.: +5.19% (Insurance - Diversified)MTB · M&T Bank Corporation: +0.72% (Banks - Regional)HBAN · Huntington Bancshares Incorporated: +2.94% (Banks - Regional)RJF · Raymond James Financial, Inc.: -0.63% (Asset Management)NTRS · Northern Trust Corporation: -1.31% (Asset Management)WTW · Willis Towers Watson Public Limited Company: +12.41% (Insurance - Brokers)CINF · Cincinnati Financial Corporation: +11.88% (Insurance - Property & Casualty)WRB · W. R. Berkley Corporation: +7.07% (Insurance - Property & Casualty)CFG · Citizens Financial Group, Inc.: -0.81% (Banks - Regional)GPN · Global Payments Inc.: +23.55% (Financial - Credit Services)SYF · Synchrony Financial: +4.99% (Financial - Credit Services)RF · Regions Financial Corporation: +5.42% (Banks - Regional)PFG · Principal Financial Group, Inc.: -0.29% (Asset Management)BRO · Brown & Brown, Inc.: +16.44% (Insurance - Brokers)KEY · KeyCorp: +5.18% (Banks - Regional)L · Loews Corporation: +4.99% (Insurance - Property & Casualty)TROW · T. Rowe Price Group, Inc.: -0.69% (Asset Management)BEN · Franklin Resources, Inc.: -3.57% (Asset Management)EG · Everest Group, Ltd.: +11.59% (Insurance - Reinsurance)AIZ · Assurant, Inc.: +9.53% (Insurance - Property & Casualty)ERIE · Erie Indemnity Company: +18.23% (Insurance - Property & Casualty)GL · Globe Life Inc.: -3.98% (Insurance - Life)IVZ · Invesco Ltd.: -9.46% (Asset Management)FDS · FactSet Research Systems Inc.: +23.90% (Financial - Data & Stock Exchanges)FINANCIALS +6.1%LLY · Eli Lilly and Company: +24.04% (Drug Manufacturers - General)LLY+24.0%JNJ · Johnson & Johnson: +6.71% (Drug Manufacturers - General)JNJ+6.7%ABBV · AbbVie Inc.: +12.20% (Drug Manufacturers - General)ABBV+12.2%MRK · Merck & Co., Inc.: +3.62% (Drug Manufacturers - General)MRK+3.6%UNH · UnitedHealth Group Incorporated: +9.43% (Medical - Healthcare Plans)UNH+9.4%TMO · Thermo Fisher Scientific Inc.: +6.44% (Medical - Diagnostics & Research)AMGN · Amgen Inc.: +15.62% (Drug Manufacturers - General)GILD · Gilead Sciences, Inc.: +17.92% (Drug Manufacturers - General)ABT · Abbott Laboratories: +8.92% (Medical - Devices)PFE · Pfizer Inc.: +9.78% (Drug Manufacturers - General)DHR · Danaher Corporation: +8.49% (Medical - Diagnostics & Research)ISRG · Intuitive Surgical, Inc.: +10.22% (Medical - Instruments & Supplies)VRTX · Vertex Pharmaceuticals Incorporated: +10.73% (Biotechnology)BMY · Bristol-Myers Squibb Company: +2.17% (Drug Manufacturers - General)MDT · Medtronic Plc: +11.76% (Medical - Devices)SYK · Stryker Corporation: +5.97% (Medical - Devices)MCK · McKesson Corporation: +10.23% (Medical - Distribution)CVS · CVS Health Corp.: +4.38% (Medical - Healthcare Plans)REGN · Regeneron Pharmaceuticals, Inc.: +26.21% (Biotechnology)HCA · HCA Healthcare, Inc.: +10.90% (Medical - Care Facilities)ELV · Elevance Health Inc.: +8.71% (Medical - Healthcare Plans)MRNA · Moderna, Inc.: +16.69% (Biotechnology)CI · Cigna Corporation: +10.24% (Medical - Healthcare Plans)COR · Cencora, Inc.: +7.05% (Medical - Distribution)BSX · Boston Scientific Corporation: -1.46% (Medical - Devices)CAH · Cardinal Health, Inc.: +9.72% (Medical - Distribution)BDX · Becton, Dickinson and Company: +11.92% (Medical - Instruments & Supplies)EW · Edwards Lifesciences Corporation: +8.06% (Medical - Devices)IDXX · IDEXX Laboratories, Inc.: +6.33% (Medical - Diagnostics & Research)HUM · Humana Inc.: +6.73% (Medical - Healthcare Plans)A · Agilent Technologies, Inc.: +4.23% (Medical - Diagnostics & Research)WAT · Waters Corporation: +8.82% (Medical - Diagnostics & Research)IQV · IQVIA Holdings Inc.: +3.53% (Medical - Diagnostics & Research)BIIB · Biogen Inc.: +15.34% (Drug Manufacturers - General)GEHC · GE HealthCare Technologies Inc.: +19.10% (Medical - Devices)ZTS · Zoetis Inc.: +14.39% (Drug Manufacturers - Specialty & Generic)ILMN · Illumina, Inc.: -13.57% (Medical - Diagnostics & Research)MTD · Mettler-Toledo International Inc.: +12.69% (Medical - Diagnostics & Research)CNC · Centene Corp.: +8.67% (Medical - Healthcare Plans)RMD · ResMed Inc.: +5.05% (Medical - Instruments & Supplies)DXCM · DexCom, Inc.: -3.60% (Medical - Devices)LH · Labcorp Holdings Inc.: +17.15% (Medical - Diagnostics & Research)WST · West Pharmaceutical Services, Inc.: +13.05% (Medical - Instruments & Supplies)DGX · Quest Diagnostics Incorporated: +7.92% (Medical - Diagnostics & Research)INCY · Incyte Corporation: +4.41% (Biotechnology)STE · STERIS plc: +8.91% (Medical - Specialties)VTRS · Viatris Inc.: +8.18% (Drug Manufacturers - Specialty & Generic)ZBH · Zimmer Biomet Holdings, Inc.: +7.06% (Medical - Devices)RVTY · Revvity, Inc.: +3.61% (Medical - Diagnostics & Research)CRL · Charles River Laboratories International, Inc.: +23.85% (Medical - Diagnostics & Research)SOLV · Solventum Corporation: -7.42% (Medical - Instruments & Supplies)BAX · Baxter International Inc.: -2.09% (Medical - Instruments & Supplies)DVA · DaVita Inc.: +4.93% (Medical - Care Facilities)COO · The Cooper Companies, Inc.: +4.64% (Medical - Instruments & Supplies)TECH · Bio-Techne Corporation: +0.36% (Biotechnology)ALGN · Align Technology, Inc.: +4.28% (Medical - Devices)PODD · Insulet Corp.: +13.66% (Medical - Devices)HSIC · Henry Schein, Inc.: +0.00% (Medical - Distribution)UHS · Universal Health Services, Inc.: +0.19% (Medical - Care Facilities)HEALTHCARE +12.0%AMZN · Amazon.com, Inc.: -4.44% (Specialty Retail)AMZN-4.4%TSLA · Tesla, Inc.: +7.88% (Auto - Manufacturers)TSLA+7.9%HD · The Home Depot, Inc.: +16.39% (Home Improvement)HD+16.4%MCD · McDonald's Corporation: +11.31% (Restaurants)TJX · The TJX Companies, Inc.: +5.75% (Apparel - Retail)LOW · Lowe's Companies, Inc.: +15.64% (Home Improvement)SBUX · Starbucks Corporation: +9.46% (Restaurants)BKNG · Booking Holdings Inc.: -6.85% (Travel Services)MAR · Marriott International, Inc.: +11.24% (Travel Lodging)ABNB · Airbnb, Inc.: +1.21% (Travel Services)RCL · Royal Caribbean Cruises Ltd.: +10.60% (Travel Services)HLT · Hilton Worldwide Holdings Inc.: +11.76% (Travel Lodging)CVNA · Carvana Co.: +7.09% (Auto - Dealerships)GM · General Motors Company: +11.66% (Auto - Manufacturers)ROST · Ross Stores, Inc.: -0.11% (Apparel - Retail)ORLY · O'Reilly Automotive, Inc.: +3.79% (Specialty Retail)NKE · NIKE, Inc.: +14.17% (Apparel - Footwear & Accessories)EBAY · eBay Inc.: +14.32% (Specialty Retail)AZO · AutoZone, Inc.: +13.53% (Specialty Retail)F · Ford Motor Company: +1.24% (Auto - Manufacturers)YUM · Yum! Brands, Inc.: +14.16% (Restaurants)DHI · D.R. Horton, Inc.: +8.15% (Residential Construction)CMG · Chipotle Mexican Grill, Inc.: -1.45% (Restaurants)CCL · Carnival Corporation & plc: +11.92% (Travel Services)EXPE · Expedia Group, Inc.: +7.90% (Travel Services)WSM · Williams-Sonoma, Inc.: +8.79% (Specialty Retail)ULTA · Ulta Beauty, Inc.: +17.79% (Specialty Retail)DRI · Darden Restaurants, Inc.: +9.90% (Restaurants)PHM · PulteGroup, Inc.: +7.79% (Residential Construction)LVS · Las Vegas Sands Corp.: +2.04% (Gambling, Resorts & Casinos)CASY · Casey's General Stores, Inc.: +10.11% (Specialty Retail)TPR · Tapestry, Inc.: -1.55% (Luxury Goods)RL · Ralph Lauren Corporation: +8.12% (Apparel - Manufacturers)PKG · Packaging Corporation of America: +12.37% (Packaging & Containers)AMCR · Amcor plc: +13.21% (Packaging & Containers)LEN · Lennar Corporation: +8.93% (Residential Construction)BBY · Best Buy Co., Inc.: +8.73% (Specialty Retail)TSCO · Tractor Supply Company: +9.17% (Specialty Retail)BALL · Ball Corporation: +17.92% (Packaging & Containers)GPC · Genuine Parts Company: -4.98% (Auto - Parts)NVR · NVR, Inc.: -0.59% (Residential Construction)HAS · Hasbro, Inc.: +33.00% (Leisure)AVY · Avery Dennison Corporation: +7.27% (Packaging & Containers)LULU · Lululemon Athletica Inc.: +13.53% (Apparel - Retail)DECK · Deckers Outdoor Corporation: +3.63% (Apparel - Footwear & Accessories)DPZ · Domino's Pizza, Inc.: +5.41% (Restaurants)APTV · Aptiv PLC: +0.90% (Auto - Parts)NCLH · Norwegian Cruise Line Holdings Ltd.: +16.05% (Travel Services)WYNN · Wynn Resorts, Limited: -1.61% (Gambling, Resorts & Casinos)MGM · MGM Resorts International: -1.71% (Gambling, Resorts & Casinos)CONSUMER CYCLICAL +3.6%GOOGL · Alphabet Inc.: -18.53% (Internet Content & Information)GOOGL-18.5%META · Meta Platforms, Inc.: -15.53% (Internet Content & Information)META-15.5%NFLX · Netflix, Inc.: -7.43% (Entertainment)DIS · The Walt Disney Company: +8.56% (Entertainment)VZ · Verizon Communications Inc.: -2.59% (Telecommunications Services)TMUS · T-Mobile US, Inc.: -4.40% (Telecommunications Services)T · AT&T Inc.: -11.89% (Telecommunications Services)CMCSA · Comcast Corporation: +7.65% (Telecommunications Services)DASH · DoorDash, Inc.: -5.37% (Internet Content & Information)LYV · Live Nation Entertainment, Inc.: +5.40% (Entertainment)FOXA · Fox Corporation: +1.54% (Entertainment)OMC · Omnicom Group Inc.: +9.59% (Advertising Agencies)RDDT · Reddit, Inc.: -37.96% (Internet Content & Information)NWSA · News Corporation: +1.50% (Publishing)CHTR · Charter Communications, Inc.: +2.01% (Telecommunications Services)ECHO · EchoStar Corporation: +2.85% (Telecommunications Services)TKO · TKO Group Holdings, Inc.: +2.90% (Entertainment)SKYD · Skydance Corporation: -14.52% (Broadcasting)COMMUNICATION -14.4%GE · GE Aerospace: -2.51% (Aerospace & Defense)CAT · Caterpillar Inc.: -26.34% (Agricultural - Machinery)RTX · RTX Corporation: +8.19% (Aerospace & Defense)GEV · GE Vernova Inc.: -13.23% (Industrial - Machinery)UNP · Union Pacific Corporation: +9.24% (Railroads)DE · Deere & Company: -1.68% (Agricultural - Machinery)LMT · Lockheed Martin Corporation: +26.03% (Aerospace & Defense)ETN · Eaton Corporation plc: -15.17% (Electrical Equipment & Parts)BA · The Boeing Company: -11.37% (Aerospace & Defense)PH · Parker-Hannifin Corporation: -7.48% (Industrial - Machinery)GD · General Dynamics Corporation: +12.88% (Aerospace & Defense)CSX · CSX Corporation: +9.61% (Railroads)WM · Waste Management, Inc.: +14.18% (Waste Management)PWR · Quanta Services, Inc.: -8.25% (Engineering & Construction)EMR · Emerson Electric Co.: +2.06% (Industrial - Machinery)MMM · 3M Company: +7.69% (Conglomerates)TT · Trane Technologies plc: -11.62% (Industrial - Machinery)CTAS · Cintas Corporation: +13.88% (Specialty Business Services)VRT · Vertiv Holdings Co: -7.80% (Electrical Equipment & Parts)HWM · Howmet Aerospace Inc.: -13.86% (Aerospace & Defense)ITW · Illinois Tool Works Inc.: +5.94% (Industrial - Machinery)UPS · United Parcel Service, Inc.: +16.37% (Integrated Freight & Logistics)NOC · Northrop Grumman Corporation: +16.64% (Aerospace & Defense)NSC · Norfolk Southern Corporation: +7.94% (Railroads)RSG · Republic Services, Inc.: +16.45% (Waste Management)FDX · FedEx Corporation: +7.89% (Integrated Freight & Logistics)URI · United Rentals, Inc.: +8.23% (Rental & Leasing Services)HON · Honeywell International Inc.: +2.03% (Industrial - Machinery)CMI · Cummins Inc.: -5.34% (Industrial - Machinery)TDG · TransDigm Group Incorporated: +5.18% (Aerospace & Defense)GWW · W.W. Grainger, Inc.: +6.16% (Industrial - Distribution)FAST · Fastenal Company: +2.29% (Industrial - Distribution)BE · Bloom Energy Corporation: -29.74% (Electrical Equipment & Parts)AME · AMETEK, Inc.: -4.29% (Electrical Equipment & Parts)DAL · Delta Air Lines, Inc.: -4.69% (Airlines, Airports & Air Services)PCAR · PACCAR Inc: -7.08% (Industrial - Machinery)LHX · L3Harris Technologies, Inc.: +17.33% (Aerospace & Defense)HONA · Honeywell Aerospace Inc: -0.31% (Aerospace & Defense)ROK · Rockwell Automation, Inc.: -3.99% (Industrial - Machinery)WAB · Westinghouse Air Brake Technologies Corporation: -2.76% (Railroads)FERG · Ferguson plc: +6.87% (Industrial - Distribution)CARR · Carrier Global Corporation: -2.70% (Industrial - Machinery)FIX · Comfort Systems USA, Inc.: -28.67% (Engineering & Construction)PAYX · Paychex, Inc.: +13.32% (Staffing & Employment Services)ODFL · Old Dominion Freight Line, Inc.: -4.39% (Trucking)UAL · United Airlines Holdings, Inc.: -7.35% (Airlines, Airports & Air Services)AXON · Axon Enterprise, Inc.: +3.49% (Aerospace & Defense)IR · Ingersoll Rand Inc.: +5.23% (Industrial - Machinery)EME · EMCOR Group, Inc.: -13.61% (Engineering & Construction)OTIS · Otis Worldwide Corporation: +18.27% (Industrial - Machinery)CPRT · Copart, Inc.: +10.69% (Specialty Business Services)DOV · Dover Corporation: +9.52% (Industrial - Machinery)VLTO · Veralto Corporation: +17.34% (Industrial - Pollution & Treatment Controls)EXPD · Expeditors International of Washington, Inc.: +3.31% (Integrated Freight & Logistics)HUBB · Hubbell Incorporated: -11.16% (Electrical Equipment & Parts)EFX · Equifax Inc.: +31.86% (Consulting Services)XYL · Xylem Inc.: -9.22% (Industrial - Machinery)LUV · Southwest Airlines Co.: -0.09% (Airlines, Airports & Air Services)JBHT · J.B. Hunt Transport Services, Inc.: -5.60% (Integrated Freight & Logistics)FDXF · FedEx Freight Holding Company, Inc.: +11.65% (Integrated Freight & Logistics)SNA · Snap-on Incorporated: -3.59% (Manufacturing - Tools & Accessories)J · Jacobs Solutions Inc.: +11.99% (Engineering & Construction)NDSN · Nordson Corporation: -3.26% (Industrial - Machinery)IEX · IDEX Corporation: +0.36% (Industrial - Machinery)ROL · Rollins, Inc.: +14.92% (Specialty Business Services)ALLE · Allegion plc: +20.90% (Security & Protection Services)SWK · Stanley Black & Decker, Inc.: +13.25% (Manufacturing - Tools & Accessories)TXT · Textron Inc.: +10.92% (Aerospace & Defense)CHRW · C.H. Robinson Worldwide, Inc.: -20.99% (Integrated Freight & Logistics)HII · Huntington Ingalls Industries, Inc.: +18.00% (Aerospace & Defense)LII · Lennox International Inc.: -3.43% (Industrial - Machinery)GNRC · Generac Holdings Inc.: -8.70% (Industrial - Machinery)PNR · Pentair plc: +24.95% (Industrial - Machinery)AOS · A. O. Smith Corporation: +11.14% (Industrial - Machinery)INDUSTRIALS +0.1%WMT · Walmart Inc.: +18.46% (Discount Stores)WMT+18.5%COST · Costco Wholesale Corporation: +9.95% (Discount Stores)COSTKO · The Coca-Cola Company: +9.84% (Beverages - Non-Alcoholic)KOPG · The Procter & Gamble Company: +11.50% (Household & Personal Products)PG+11.5%PM · Philip Morris International Inc.: +11.38% (Tobacco)PMPEP · PepsiCo, Inc.: +9.10% (Beverages - Non-Alcoholic)MO · Altria Group, Inc.: +15.86% (Tobacco)MNST · Monster Beverage Corporation: +10.25% (Beverages - Non-Alcoholic)MDLZ · Mondelez International, Inc.: +11.60% (Food Confectioners)CL · Colgate-Palmolive Company: +13.09% (Household & Personal Products)TGT · Target Corporation: -1.04% (Discount Stores)KDP · Keurig Dr Pepper Inc.: +18.01% (Beverages - Non-Alcoholic)KR · The Kroger Co.: +13.10% (Grocery Stores)SYY · Sysco Corporation: +6.98% (Food Distribution)EL · The Estée Lauder Companies Inc.: +18.77% (Household & Personal Products)KVUE · Kenvue Inc.: +12.27% (Household & Personal Products)ADM · Archer-Daniels-Midland Company: -4.40% (Agricultural Farm Products)KMB · Kimberly-Clark Corporation: +14.39% (Household & Personal Products)HSY · The Hershey Company: +3.38% (Food Confectioners)DG · Dollar General Corporation: +11.23% (Discount Stores)KHC · The Kraft Heinz Company: +9.69% (Packaged Foods)CHD · Church & Dwight Co., Inc.: +13.70% (Household & Personal Products)DLTR · Dollar Tree, Inc.: +19.36% (Discount Stores)STZ · Constellation Brands, Inc.: +19.90% (Beverages - Alcoholic)TSN · Tyson Foods, Inc.: +9.92% (Agricultural Farm Products)GIS · General Mills, Inc.: +7.12% (Packaged Foods)BG · Bunge Global S.A.: -9.45% (Agricultural Farm Products)SJM · The J. M. Smucker Company: +10.85% (Packaged Foods)BF-B · Brown-Forman Corporation: +9.75% (Beverages - Wineries & Distilleries)MKC · McCormick & Company, Incorporated: +5.87% (Packaged Foods)HRL · Hormel Foods Corporation: +5.09% (Packaged Foods)CLX · The Clorox Company: +9.44% (Household & Personal Products)CONSUMER DEFENSIVE +12.6%XOM · Exxonmobil Holdings Corporation: +14.17% (Oil & Gas Integrated)XOM+14.2%CVX · Chevron Corporation: +13.95% (Oil & Gas Integrated)CVX+13.9%COP · ConocoPhillips: +21.52% (Oil & Gas Exploration & Production)MPC · Marathon Petroleum Corporation: +5.30% (Oil & Gas Refining & Marketing)PSX · Phillips 66: +6.90% (Oil & Gas Refining & Marketing)VLO · Valero Energy Corporation: -1.63% (Oil & Gas Refining & Marketing)WMB · The Williams Companies, Inc.: +5.40% (Oil & Gas Midstream)EOG · EOG Resources, Inc.: +17.09% (Oil & Gas Exploration & Production)SLB · Slb N.V.: +10.26% (Oil & Gas Equipment & Services)KMI · Kinder Morgan, Inc.: +9.01% (Oil & Gas Midstream)TRGP · Targa Resources Corp.: +11.80% (Oil & Gas Midstream)OXY · Occidental Petroleum Corporation: +10.19% (Oil & Gas Exploration & Production)OKE · ONEOK, Inc.: +10.46% (Oil & Gas Midstream)FANG · Diamondback Energy, Inc.: +14.82% (Oil & Gas Exploration & Production)DVN · Devon Energy Corporation: +9.44% (Oil & Gas Exploration & Production)BKR · Baker Hughes Company: -1.38% (Oil & Gas Equipment & Services)HAL · Halliburton Company: +13.56% (Oil & Gas Equipment & Services)TPL · Texas Pacific Land Corporation: -2.50% (Oil & Gas Exploration & Production)EXE · Expand Energy Corporation: +5.88% (Oil & Gas Exploration & Production)FSLR · First Solar, Inc.: -0.12% (Solar)APA · APA Corporation: +20.92% (Oil & Gas Exploration & Production)ENERGY +11.8%NEE · NextEra Energy, Inc.: +8.95% (Regulated Electric)SO · The Southern Company: +11.93% (Regulated Electric)DUK · Duke Energy Corporation: +11.62% (Regulated Electric)CEG · Constellation Energy Corporation: +1.90% (Independent Power Producers)AEP · American Electric Power Company, Inc.: +8.90% (Regulated Electric)D · Dominion Energy, Inc.: +8.66% (Regulated Electric)SRE · Sempra: +9.80% (Diversified Utilities)ETR · Entergy Corporation: +9.12% (Regulated Electric)XEL · Xcel Energy Inc.: +11.79% (Regulated Electric)EXC · Exelon Corporation: +13.33% (Regulated Electric)VST · Vistra Corp.: -1.18% (Independent Power Producers)ED · Consolidated Edison, Inc.: +12.82% (Regulated Electric)WEC · WEC Energy Group, Inc.: +14.25% (Regulated Electric)PEG · Public Service Enterprise Group Incorporated: +9.14% (Regulated Electric)PCG · PG&E Corporation: +6.98% (Regulated Electric)AEE · Ameren Corporation: +10.61% (Regulated Electric)ATO · Atmos Energy Corporation: +9.70% (Regulated Gas)AWK · American Water Works Company, Inc.: +10.84% (Regulated Water)CNP · CenterPoint Energy, Inc.: +12.30% (Regulated Electric)DTE · DTE Energy Company: +8.87% (Regulated Electric)FE · FirstEnergy Corp.: +8.24% (Regulated Electric)PPL · PPL Corporation: +8.69% (Regulated Electric)ES · Eversource Energy: +6.28% (Regulated Electric)EIX · Edison International: +9.09% (Regulated Electric)CMS · CMS Energy Corporation: +9.98% (Regulated Electric)NI · NiSource Inc: +13.04% (Regulated Gas)EVRG · Evergy, Inc.: +8.54% (Regulated Electric)NRG · NRG Energy, Inc.: +0.87% (Independent Power Producers)LNT · Alliant Energy Corporation: +11.38% (Regulated Electric)PNW · Pinnacle West Capital Corporation: +10.80% (Regulated Electric)AES · The AES Corporation: -0.54% (Diversified Utilities)UTIL +9.1%LIN · Linde plc: +7.25% (Chemicals - Specialty)NEM · Newmont Corporation: -7.74% (Gold)FCX · Freeport-McMoRan Inc.: -13.28% (Copper)JCI · Johnson Controls International plc: -4.61% (Construction Materials)ECL · Ecolab Inc.: +10.70% (Chemicals - Specialty)SHW · The Sherwin-Williams Company: +4.10% (Chemicals - Specialty)APD · Air Products and Chemicals, Inc.: +14.00% (Chemicals - Specialty)CRH · CRH plc: +10.82% (Construction Materials)NUE · Nucor Corporation: +13.93% (Steel)VYLR · Vylor Inc.: +7.64% (Agricultural Inputs)VMC · Vulcan Materials Company: +15.71% (Construction Materials)STLD · Steel Dynamics, Inc.: +8.11% (Steel)MLM · Martin Marietta Materials, Inc.: +12.06% (Construction Materials)PPG · PPG Industries, Inc.: +13.67% (Chemicals - Specialty)DOW · Dow Inc.: +24.06% (Chemicals)IFF · International Flavors & Fragrances Inc.: +12.86% (Chemicals - Specialty)LYB · LyondellBasell Industries N.V.: +17.17% (Chemicals - Specialty)IP · International Paper Company: +13.76% (Paper, Lumber & Forest Products)DD · DuPont de Nemours, Inc.: +7.75% (Chemicals)CF · CF Industries Holdings, Inc.: +7.21% (Agricultural Inputs)MAS · Masco Corporation: +17.96% (Construction Materials)ALB · Albemarle Corporation: -12.99% (Chemicals - Specialty)MOS · The Mosaic Company: -12.72% (Agricultural Inputs)MATS +5.6%WELL · Welltower Inc.: +3.03% (REIT - Healthcare Facilities)PLD · Prologis, Inc.: -0.72% (REIT - Industrial)EQIX · Equinix, Inc.: -1.17% (REIT - Specialty)AMT · American Tower Corporation: +15.77% (REIT - Specialty)SPG · Simon Property Group, Inc.: +8.36% (REIT - Retail)DLR · Digital Realty Trust, Inc.: +1.20% (REIT - Specialty)PSA · Public Storage: +14.43% (REIT - Industrial)O · Realty Income Corporation: +5.17% (REIT - Retail)VTR · Ventas, Inc.: +0.94% (REIT - Healthcare Facilities)CBRE · CBRE Group, Inc.: -0.56% (Real Estate - Services)CCI · Crown Castle Inc.: +33.49% (REIT - Specialty)IRM · Iron Mountain Incorporated: +2.79% (REIT - Specialty)EXR · Extra Space Storage Inc.: +13.56% (REIT - Industrial)VICI · VICI Properties Inc.: +7.99% (REIT - Diversified)VMRK · Vivmark Residential: +3.53% (REIT - Residential)SBAC · SBA Communications Corporation: +18.08% (REIT - Specialty)HST · Host Hotels & Resorts, Inc.: +12.15% (REIT - Hotel & Motel)ESS · Essex Property Trust, Inc.: -1.66% (REIT - Residential)KIM · Kimco Realty Corporation: +10.25% (REIT - Retail)INVH · Invitation Homes Inc.: +2.00% (REIT - Residential)WY · Weyerhaeuser Company: +10.18% (REIT - Specialty)REG · Regency Centers Corporation: +4.18% (REIT - Retail)MAA · Mid-America Apartment Communities, Inc.: +1.68% (REIT - Residential)DOC · Healthpeak Properties, Inc.: -2.36% (REIT - Healthcare Facilities)CSGP · CoStar Group, Inc.: +10.19% (Real Estate - Services)UDR · UDR, Inc.: +6.76% (REIT - Residential)CPT · Camden Property Trust: +4.93% (REIT - Residential)BXP · BXP, Inc.: +3.89% (REIT - Office)FRT · Federal Realty Investment Trust: +3.28% (REIT - Retail)ARE · Alexandria Real Estate Equities, Inc.: -15.14% (REIT - Office)REIT +5.8%
  • Consumer Defensive+12.6%
  • Healthcare+12.0%
  • Energy+11.8%
  • Utilities+9.1%
  • Financials+6.1%
  • Real Estate+5.8%
  • Materials+5.6%
  • Consumer Cyclical+3.6%
  • Industrials+0.1%
  • Technology-6.6%
  • Communication-14.4%

Free tools

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Free simulator

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Two pots, the same money going in and the same growth. The only difference is the yearly charge. Works in pounds or dollars, for UK and US accounts. Drag the sliders and watch compounding widen the gap.

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See what your charges are: free portfolio review How to find every charge on your pension or retirement account →

* The 14% default is close to the S&P 500's recent annualised growth: about 13.5% a year in price alone over the 10 years to October 2026, slightly more with dividends reinvested (in US dollars). That decade was unusually strong and is not a forecast; returns vary every year and can be negative. Try 7% or 10% to see how the charge gap behaves either way.

Educational illustration only, not personal advice or a recommendation. It assumes the same growth and charge every year, money added at the start of each month and no withdrawals, and ignores inflation and tax on withdrawals. Charges you enter should include fund, platform and any adviser fees. UK figures use basic-rate SIPP relief; US figures exclude employer matching and tax. Works for clients in any country: pick the currency you invest in. The value of investments can fall as well as rise and you may get back less than you put in.

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Guide · 9 min

Is my pension actually performing?

Work out your real return, add up every charge and see what you actually own, in about ten minutes.

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Guide · 9 min

Do you need a financial adviser?

When advice is essential, what you may be paying for without needing it, and the questions to ask.

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Guide · 22 min

What works in investing: the research behind my approach

Value, CROCI, profitable growth, momentum, Sortino, drawdowns and behaviour, from Tweedy, Browne to Nobel prize winners.

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Start the Free CourseBuild your investing knowledge step by step. (opens in a new tab)Watch the Latest WebinarMarkets, risks and the investment process.Get Investing UnpluggedFree book; registration required. (opens in a new tab)Watch Investing LessonsPractical videos to learn at your own pace. (opens in a new tab)Read Portfolio GuidesUnderstand common investment problems. (opens in a new tab)Explore Sample ReportsThe model portfolio and historic reports. (opens in a new tab)Join the NewsletterOptional email lessons and updates.Follow Daily Market NotesOur free public Telegram channel. (opens in a new tab)

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Approximate audience figures supplied September 2026. Audiences may overlap across platforms.

Alpesh Patel OBE speaking at a lectern A selection of investing and trading books by Alpesh B Patel

Meet Alpesh

Alpesh B Patel OBE®

Investor. Author. Financial educator.

Alpesh created these free resources to make investing knowledge and practical tools easier to access.

His experience includes writing for the Financial Times, presenting on Bloomberg TV and a former Visiting Fellowship in Business at Corpus Christi College, Oxford.

He is the author of 18 books on investing and entrepreneurship, and brings that teaching experience to questions about portfolios, investing and retirement.

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Alpesh Patel OBE provides free investing education and practical tools to help people understand portfolios, investing and retirement. His goal is to help one million people become better-informed investors.

Short biography

Alpesh B Patel OBE is Founding Principal of Rootbridge Capital and the author of 18 books. His background includes the Financial Times, Bloomberg TV and a former Visiting Fellowship in Business at Corpus Christi College, Oxford. He teaches investing concepts through free tools, writing and broadcasts.

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