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WHAT MOVED THE MARKET TODAY
DAILY NOTES

Materials · Select Sector

25 stocks · cap-weighted, ETF-derived weights · Aug 26, 2026 · session in progress
53.79
+0.20 (+0.38%)
LIVE · UNOFFICIAL UNTIL CLOSE
updated 12:30 ET · top movers every minute · full breadth every 15
XLB 53.79 · +0.2 pts (+0.38%) 1D
1D1W1MQTD3M6MYTD1Y2Y3Y5Y
54.1954.0353.8753.71prev close 53.59EW +0.52%H 54.06 · 09:45L 53.59 · open
open10:1011:0011:4512:30
5-minute bars · index reconstructed live from member prices
Breadth
20 / 25
stocks rose with the index
Concentration
79%
of the gain from LIN, NUE, STLD
Biggest driver
LIN +0.06
LINDE PLC, +0.87%
Biggest drag
NEM −0.09
NEWMONT CORP, −2.08%
Context
64th pctile
of the past year's sessions by daily move, so far

What drove it

25 members · drivers first · 1D · reconstructed from each member's latest trade price; official close pending

The XLB is up 0.38% (+0.20 pts) so far today, and 79% of that gain came from just three stocks: LIN, NUE, STLD.

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

+0.4 pts from 20 gainers−0.2 pts from 5 losers
net +0.2 pts · gainers outweigh losers 2.2 to 1
Stock
Points
Return
XLBsum of all 25 stocks
+0.2
100%
+0.38%
LINLINDE PLC
+0.1
30%
+0.87%
NUENUCOR CORP
+0.1
28%
+2.50%
STLDSTEEL DYNAMICS INC
+0.0
22%
+2.29%
APDAIR PRODUCTS + CHEMICALS INC
+0.0
19%
+1.49%
CRHCRH PLC
+0.0
14%
+1.25%
IPINTERNATIONAL PAPER CO
+0.0
10%
+1.31%
SWSMURFIT WESTROCK PLC
+0.0
9%
+0.97%
MLMMARTIN MARIETTA MATERIALS
+0.0
8%
+0.77%
ECLECOLAB INC
+0.0
8%
+0.66%
PKGPACKAGING CORP OF AMERICA
+0.0
6%
+0.82%
ALBALBEMARLE CORP
+0.0
5%
+0.95%
PPGPPG INDUSTRIES INC
+0.0
5%
+0.58%
AVYAVERY DENNISON CORP
+0.0
5%
+1.01%
VMCVULCAN MATERIALS CO
+0.0
4%
+0.36%
DOWDOW INC
+0.0
4%
+0.48%
MOSMOSAIC CO/THE
+0.0
2%
+0.89%
BALLBALL CORP
+0.0
2%
+0.39%
LYBLYONDELLBASELL INDU CL A
+0.0
2%
+0.31%
CTVACORTEVA INC
+0.0
2%
+0.13%
IFFINTL FLAVORS + FRAGRANCES
+0.0
2%
+0.21%
AMCRAMCOR PLC
−0.0
0%
−0.02%
CFCF INDUSTRIES HOLDINGS INC
−0.0
−6%
−0.90%
SHWSHERWIN WILLIAMS CO/THE
−0.0
−8%
−0.64%
FCXFREEPORT MCMORAN INC
−0.1
−27%
−1.60%
NEMNEWMONT CORP
−0.1
−44%
−2.08%
Cap weighting, illustrated

LINDE PLC and AVERY DENNISON CORP moved almost identically (+0.87% vs +1.01%), yet LIN moved the XLB 6.0× 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 +0.20 pt move · cell size = points contributed · color = direction, intensity = return
NEM−0.1 pts(−2.1%)
LIN+0.1 pts(+0.9%)
NUE+0.1 pts(+2.5%)
FCX−0.1 pts(−1.6%)
STLD+0.0 pts(+2.3%)
APD+0.0 pts(+1.5%)
CRH+0.0 pts(+1.3%)
IP+0.0 pts(+1.3%)
SW+0.0 pts
MLM+0.0 pts
ECL+0.0 pts(+0.7%)
SHW−0.0 pts(−0.6%)
PKG+0.0 pts(+0.8%)
CF−0.0 pts(−0.9%)
ALB+0.0 pts(+0.9%)
PPG+0.0 pts
AVY+0.0 pts
VMC+0.0 pts
DOW+0.0 pts
MOS
BALL
CTVA
IFF

Concentration curve

cumulative share of the +0.20 pt move · sorted by contribution
0%50%100%6131925stocks:3 stocks = 79%100% covered at 5

When they drove it

cumulative points through the period
0LIN +0.06NUE +0.06STLD +0.04NEM −0.09FCX −0.05SHW −0.02Aug 25Aug 26

Breadth

member returns, this period
−3%−2%−1%0%+1%+2%
From −2.08% (NEM) to +2.50% (NUE). Equal-weight, the XLB would be +0.52% vs the actual +0.38%; the gap is what cap weighting did.

By sector

point contribution · sums to +0.20 pts
-25
+0.2

The year, session by session

every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUG

Share this move

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