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WHAT MOVED THE MARKET TODAY

Materials · Select Sector

24 stocks · cap-weighted, ETF-derived weights · Oct 9, 2026 close
49.42
+0.56 (+1.15%)
XLB 49.42 · +0.6 pts (+1.15%) 1W
50.0349.6149.2048.7948.38EW +0.20%H 49.93 · 12:00L 48.77 · 09:30
Oct 5Oct 6Oct 7Oct 8Oct 9
30-minute bars · index reconstructed live from member prices
Breadth
14 / 24
stocks rose with the index
Concentration
57%
of the gain from NUE, STLD, ECL
Biggest driver
NUE +0.13
NUCOR CORP, +4.13%
Biggest drag
MOS −0.06
MOSAIC CO/THE, −11.06%

What drove it

24 members · drivers first · 1W · residual 37.2bp within 60bp gate

The XLB rose 1.15% (+0.56 pts) on the week, but 10 of 24 members went the other way. NUE and STLD carried the tape higher, accounting for 57% of the gain.

Read the latest market-close note: Goldman and Microsoft Push the Dow to a Large Gain While Telecoms Sink Communication Services

+0.8 pts from 14 gainers−0.2 pts from 10 losers
net +0.6 pts · gainers outweigh losers 3.4 to 1
Stock
Points
Return
XLBsum of all 24 stocks
+0.6
100%
+1.15%
NUENUCOR CORP
+0.1
24%
+4.13%
STLDSTEEL DYNAMICS INC
+0.1
18%
+2.75%
ECLECOLAB INC
+0.1
15%
+2.96%
NEMNEWMONT CORP
+0.1
13%
+1.97%
FCXFREEPORT MCMORAN INC
+0.1
13%
+2.30%
LINLINDE PLC
+0.1
11%
+0.89%
BALLBALL CORP
+0.1
9%
+3.73%
IFFINTL FLAVORS + FRAGRANCES
+0.1
9%
+2.61%
LYBLYONDELLBASELL INDU CL A
+0.0
8%
+3.00%
DOWDOW INC
+0.0
8%
+1.66%
APDAIR PRODUCTS + CHEMICALS INC
+0.0
6%
+1.30%
VMCVULCAN MATERIALS CO
+0.0
4%
+0.62%
PKGPACKAGING CORP OF AMERICA
+0.0
3%
+0.89%
IPINTERNATIONAL PAPER CO
+0.0
1%
+0.47%
CRHCRH PLC
−0.0
0%
−0.45%
SHWSHERWIN WILLIAMS CO/THE
−0.0
0%
−0.05%
AMCRAMCOR PLC
−0.0
−1%
−0.32%
AVYAVERY DENNISON CORP
−0.0
−2%
−1.21%
MLMMARTIN MARIETTA MATERIALS
−0.0
−2%
−0.84%
PPGPPG INDUSTRIES INC
−0.0
−4%
−1.14%
ALBALBEMARLE CORP
−0.0
−6%
−3.16%
CFCF INDUSTRIES HOLDINGS INC
−0.0
−7%
−3.00%
SWSMURFIT WESTROCK PLC
−0.1
−9%
−2.91%
MOSMOSAIC CO/THE
−0.1
−10%
−11.06%
Cap weighting, illustrated

LINDE PLC and PACKAGING CORP OF AMERICA moved almost identically (+0.89% vs +0.89%), yet LIN moved the XLB 3.7× 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 +0.56 pt move · cell size = points contributed · color = direction, intensity = return
NUE+0.1 pts(+4.1%)
STLD+0.1 pts(+2.8%)
ECL+0.1 pts(+3.0%)
NEM+0.1 pts(+2.0%)
FCX+0.1 pts(+2.3%)
LIN+0.1 pts(+0.9%)
MOS−0.1 pts(−11.1%)
SW−0.1 pts
BALL+0.1 pts(+3.7%)
IFF+0.1 pts(+2.6%)
LYB+0.0 pts(+3.0%)
DOW+0.0 pts(+1.7%)
CF−0.0 pts
APD+0.0 pts(+1.3%)
ALB−0.0 pts(−3.2%)
VMC+0.0 pts
PPG−0.0 pts
PKG
MLM
AVY
IP

Concentration curve

cumulative share of the +0.56 pt move · sorted by contribution
0%50%100%6121824stocks:3 stocks = 57%100% covered at 7

When they drove it

cumulative points through the period
0NUE +0.13STLD +0.10ECL +0.08MOS −0.06SW −0.05CF −0.04Oct 2Oct 9

Breadth

member returns, this period
−12%−8%−4%0%+4%
From −11.06% (MOS) to +4.13% (NUE). Equal-weight, the XLB would be +0.20% vs the actual +1.15%; the gap is what cap weighting did.

By sector

point contribution · sums to +0.56 pts
-24
+0.6

The year, session by session

every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT

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