S&P 500 · WMTMT

Aug 17, 2021Nov 16, 2022Feb 22, 2024May 21, 2025Aug 25, 2026

Breadth

387 / 503

stocks rose with the index

Concentration

31%

of the gain from NVDA, AAPL, MSFT

Biggest driver

NVDA +549

NVIDIA CORP, +998.66%

Biggest drag

PYPL −24

PAYPAL HOLDINGS INC, −76.83%

What drove it

503 members · drivers first · 5Y · residual 1292.1bp exceeds 60bp gate

The S&P 500 rose 72.60% (+3,229 pts) over five years in a broad advance: 387 of 503 stocks rose, with NVDA out front at +549 points.

Read the latest market-close note: Nvidia and Goldman Sachs Lead a Narrow Advance as Energy and Staples Slide

+3,622.1 pts from 348 gainers−352.8 pts from 155 losers

net +3,229.2 pts · gainers outweigh losers 10.3 to 1

Stock

Points

Return

S&P 500sum of all 503 stocks

+3,229.2

+72.60%

NVDANVIDIA CORP

+549.2

+998.66%

AAPLAPPLE INC

+264.7

+111.35%

MSFTMICROSOFT CORP

+191.5

+74.84%

AVGOBROADCOM INC

+168.8

+718.63%

GOOGLALPHABET INC CL A

+139.3

+156.15%

AMZNAMAZON.COM INC

+128.9

+61.05%

GOOGALPHABET INC CL C

+111.8

+152.28%

MUMICRON TECHNOLOGY INC

+102.4

+1,251.75%

LLYELI LILLY + CO

+83.6

+372.60%

AMDADVANCED MICRO DEVICES

+68.9

+345.50%

JPMJPMORGAN CHASE + CO

+54.1

+156.43%

TSLATESLA INC

+46.0

+57.84%

ABBVABBVIE INC

+43.1

+165.10%

PLTRPALANTIR TECHNOLOGIES INC A

+42.7

+620.61%

BRK-BBERKSHIRE HATHAWAY INC CL B

+34.7

+74.39%

473 othersclick to expand the full index

+1,412.5

MDTMEDTRONIC PLC

−5.9

−18.50%

FISVFISERV INC

−5.9

−53.56%

UPSUNITED PARCEL SERVICE CL B

−6.2

−33.40%

ZTSZOETIS INC

−6.6

−60.71%

PFEPFIZER INC

−6.7

−27.39%

ACNACCENTURE PLC CL A

−8.8

−38.26%

ELESTEE LAUDER COMPANIES CL A

−9.0

−64.96%

CHTRCHARTER COMMUNICATIONS INC A

−9.1

−80.32%

MRNAMODERNA INC

−9.4

−60.48%

XYZBLOCK INC

−9.5

−68.30%

CMCSACOMCAST CORP CLASS A

−9.6

−39.47%

ADBEADOBE INC

−18.3

−56.86%

NKENIKE INC CL B

−21.9

−74.88%

DISWALT DISNEY CO/THE

−22.1

−34.74%

PYPLPAYPAL HOLDINGS INC

−23.8

−76.83%

Cap weighting, illustrated

MICROSOFT CORP and NEWS CORP CLASS B moved almost identically (+74.84% vs +64.47%), yet MSFT moved the S&P 500 2,551.3× as much. In a cap-weighted index, the bigger company's weight turns the same percentage move into far more points.

Attribution map

slicing the +3,229 pt move · cell size = points contributed · color = direction, intensity = return

NVDA+549.2 pts(+998.7%)

AAPL+264.7 pts(+111.3%)

383 more+251.9 pts

MSFT+191.5 pts(+74.8%)

AVGO+168.8 pts

GOOGL+139.3 pts(+156.1%)

AMZN+128.9 pts(+61.1%)

GOOG+111.8 pts

MU+102.4 pts(+1,251.8%)

LLY+83.6 pts(+372.6%)

AMD+68.9 pts

JPM

TSLA

ABBV+43.1 pts

PLTR+42.7 pts

META+33.0 pts

LRCX+32.3 pts

PANW

CVX

WMT

MRK

CAT

AMAT

CSCO

SNDK

DIS

NKE

ANET

CRWD

NFLX

APH

BAC

GILD

Concentration curve

cumulative share of the +3,229 pt move · sorted by contribution

When they drove it

cumulative points through the period

Breadth

member returns, this period

−100%+100%+300%+500%+700%+900%+1,100%+1,300%+1,500%+1,700%+1,900%+2,100%+2,300%+2,500%+2,700%+2,900%

From −83.28% (TTD) to +2,946.85% (SNDK). Equal-weight, the S&P 500 would be +96.65% vs the actual +72.60%; the gap is what cap weighting did.

By sector

point contribution · sums to +3,229 pts

-503

+3,269.4

The year, session by session

every trading day of 2026 · hover for the move

JANFEBMARAPRMAYJUNJULAUG

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