WMTMT◆
WHAT MOVED THE MARKET TODAY
METHODOLOGY

Dow Jones Industrial Average

31 stocks · price-weighted · Jul 2, 2026 close
52,900.07
+979.45 (+1.89%)
DJIA 52,900.07 · +979.4 pts (+1.89%) 1W
1D1W1MYTD1Y5Y
53,74453,21852,69352,16851,642EW +3.26%H 52,900 · 15:55L 51,771 · 09:30
Jun 26Jun 29Jun 30Jul 1Jul 2
30-minute bars · index reconstructed live from member prices
Breadth
22 / 31
stocks rose with the index
Concentration
63%
of the gain from MSFT, AAPL, V
Biggest driver
MSFT +228
Microsoft, +10.67%
Biggest drag
CAT −568
Caterpillar, −8.84%

What drove it

31 members · drivers first · 1W · residual 0.143bp within 1bp gate

The DJIA rose 1.89% (+979 pts) on the week, and 63% of that gain came from just three stocks: MSFT, AAPL, V.

+2,031.1 pts from 22 gainers−1,052.4 pts from 9 losers
net +979.4 pts · gainers outweigh losers 1.9 to 1
Stock
Points
Return
DJIAsum of all 31 stocks
+979.4
100%
+1.89%
MSFTMicrosoft
+228.1
23%
+10.67%
AAPLApple
+200.8
21%
+12.17%
VVisa
+189.1
19%
+9.56%
IBMIBM
+188.6
19%
+12.10%
TRVTravelers
+144.7
15%
+7.55%
GOOGLAlphabet
+133.8
14%
+6.67%
AMGNAmgen
+128.0
13%
+6.05%
JNJJohnson & Johnson
+110.0
11%
+7.42%
MCDMcDonald's
+96.7
10%
+6.08%
CRMSalesforce
+96.4
10%
+10.60%
AMZNAmazon
+94.3
10%
+6.90%
SHWSherwin-Williams
+80.7
8%
+3.95%
HDHome Depot
+77.5
8%
+3.74%
UNHUnitedHealth
+61.1
6%
+2.37%
AXPAmerican Express
+56.0
6%
+2.77%
BABoeing
+49.6
5%
+3.84%
MRKMerck
+25.1
3%
+3.28%
KOCoca-Cola
+22.6
2%
+4.63%
NKENike
+18.9
2%
+7.80%
PGProcter & Gamble
+17.4
2%
+1.96%
DISDisney
+8.8
1%
+1.48%
VZVerizon
+2.9
0%
+1.02%
JPMJPMorgan Chase
−5.2
−1%
−0.19%
NVDANvidia
−6.1
−1%
−0.46%
CVXChevron
−18.3
−2%
−1.76%
WMTWalmart
−23.4
−2%
−3.40%
CSCOCisco
−38.4
−4%
−5.28%
MMM3M
−45.6
−5%
−4.48%
HONHoneywell
−75.3
−8%
−5.22%
GSGoldman Sachs
−271.7
−28%
−4.14%
CATCaterpillar
−568.3
−58%
−8.84%
Price weighting, illustrated

Travelers and Nike moved almost identically (+7.55% vs +7.80%), yet TRV moved the DJIA 7.6× as much. In a price-weighted index, a higher-priced share simply outvotes a cheaper one.

Attribution map

slicing the +979 pt move · cell size = points contributed · color = direction, intensity = return
CAT−568.3
GS−271.7
MSFT+228.1
AAPL+200.8
V+189.1
IBM+188.6
TRV+144.7
GOOGL+133.8
AMGN+128.0
JNJ+110.0
MCD+96.7
CRM+96.4
AMZN+94.3
SHW+80.7
HD+77.5
HON−75.3
UNH+61.1
AXP+56.0
BA
MMM−45.6
CSCO−38.4
MRK
WMT
KO

Concentration curve

cumulative share of the +979 pt move · sorted by contribution
0%50%100%8162331stocks:3 stocks = 63%100% covered at 6

When they drove it

cumulative points through the period
0MSFT +228AAPL +201V +189CAT −568Jun 25Jul 2

Breadth

member returns, this period
−10%−5%0%+5%+10%
From −8.84% (CAT) to +12.17% (AAPL). Equal-weight, the DJIA would be +3.26% vs the actual +1.89%; the gap is what price weighting did.

By sector

point contribution · sums to +979 pts
Information Technology6
+669.4
Health Care4
+324.1
Consumer Discretionary4
+287.5
Communication Services3
+145.5
Financials5
+112.9
Materials1
+80.7
Consumer Staples3
+16.6
Energy1
−18.3
Industrials4
−639.6

The year, session by session

every trading day of 2026 · hover for the move; day pages come next
JANFEBMARAPRMAYJUNJUL

Share this move

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