The past week has been a story of sharp divergence. While the broader market indices struggled to find direction, the sector-level data reveals a massive rotation of capital. Investors are rapidly moving funds out of cyclical hardware and struggling retail names, parking them safely into high-growth software and services.
This was not a week for “passive investing”—it was a week for stock pickers. Below is the full breakdown of how every major sector performed over the last 5 trading sessions.
The Weekly Scorecard
Most sectors finished the week in the red, with Technology Services being the only significant gainer among major industries.
| Sector | Daily Change | Performance (1 Week) | Trend |
| Technology Services | +0.37% | +2.15% | 🟢 Leader |
| Consumer Durables | +0.32% | +0.58% | 🟢 Stable |
| Health Technology | -0.08% | -0.07% | 🟡 Flat |
| Non-Energy Minerals | +0.10% | -0.32% | 🟡 Flat |
| Transportation | -0.45% | -0.48% | 🟡 Flat |
| Communications | -0.10% | -0.77% | 🔴 Weak |
| Distribution Services | +0.89% | -0.82% | 🔴 Weak |
| Finance | +0.87% | -0.89% | 🔴 Weak |
| Commercial Services | -1.11% | -1.11% | 🔴 Weak |
| Process Industries | -0.03% | -1.37% | 🔴 Weak |
| Consumer Non-Durables | -0.70% | -1.42% | 🔴 Weak |
| Consumer Services | -0.26% | -1.43% | 🔴 Weak |
| Energy Minerals | +0.30% | -1.47% | 🔴 Weak |
| Producer Manufacturing | -0.29% | -1.70% | 🔴 Sell-off |
| Utilities | +0.02% | -1.94% | 🔴 Sell-off |
| Industrial Services | +0.35% | -2.39% | 🔴 Sell-off |
| Retail Trade | -0.14% | -2.39% | 🔴 Sell-off |
| Health Services | -0.47% | -3.50% | 🔴 Profit Taking |
| Electronic Technology | -1.70% | -4.52% | 🔴 Major Drop |
| Miscellaneous | +3.80% | -5.50% | 🔴 Volatile |
Key Takeaways
1. The Tech Decoupling
The disparity between Technology Services (+2.15%) and Electronic Technology (-4.52%) is the most critical signal of the week.
Why it’s happening: Investors are treating Software/IT Services as a defensive growth play. Meanwhile, Hardware (Electronic Tech) is facing headwinds from global semiconductor weakness (tracking falls in Asian markets like Taiwan and Japan).
The Trade: The market is saying “Yes” to recurring revenue (Software) and “No” to cyclical inventory risk (Hardware).
2. Retail’s Pain Deepens
Retail Trade fell another -2.39% this week. This is particularly concerning as we head into December, typically a bullish month for consumption. Combined with weakness in Consumer Services (-1.43%), the data suggests the market is pricing in a weaker-than-expected holiday shopping season.
3. Health Services Correction
Health Services dropped -3.50%, making it one of the worst performers. Given that this sector is still up significantly Year-to-Date, this move looks like aggressive profit-taking by institutions to lock in gains before the year ends, rather than a fundamental collapse.
4. Finance: A Late Bloomer?
While the Finance sector finished the week down -0.89%, it is worth noting the daily change of +0.87%. A strong Friday session suggests buyers stepped in at the lows. Watch this sector closely on Monday—if this bounce holds, Finance could lead the recovery next week.
