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A Deep Dive into Sector Investing with State Street's Matt Bartolini

Excess Returns

CHAPTER

Sector Dynamics in the S&P 500

This chapter examines the current dominance of healthcare, consumer discretionary, and technology sectors within the S&P 500, representing over 52% of the index. It also discusses the historical changes in sector classifications and the shifts in market weighting, with a focus on the implications of these transformations for investors.

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