ABBVIE INC and SOLVENTUM CORP moved almost identically (+12.26% vs +11.61%), yet ABBV moved the XLV 42.8× 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 +9.41 pt move · cell size = points contributed · color = direction, intensity = return
TMO+1.3 pts(+24.5%)
ABBV+1.3 pts(+12.3%)
MRNA+1.2 pts(+235.8%)
UNH−1.1 pts(−11.6%)
MRK+1.1 pts(+17.4%)
AMGN+0.8 pts(+15.1%)
CVS−0.7 pts(−18.1%)
PFE+0.6 pts
GILD+0.6 pts(+15.0%)
JNJ+0.6 pts(+1.4%)
SYK−0.5 pts(−16.3%)
ABT+0.5 pts(+9.0%)
MCK+0.5 pts(+15.6%)
VEEV+0.4 pts
ILMN
BDX+0.3 pts
HCA+0.3 pts
IQV+0.2 pts
LLY+0.2 pts
A+0.2 pts
VRTX+0.2 pts
ISRG
COR
HUM
DHR
WAT+0.1 pts
MTD
MDT
BSX
RVTY
RMD
CRL
LH
COO
EW
DGX
Concentration curve
cumulative share of the +9.41 pt move · sorted by contribution
When they drove it
cumulative points through the period
Breadth
member returns, this period
−50%0%+50%+100%+150%+200%
From −23.93% (DVA) to +235.77% (MRNA). Equal-weight, the XLV would be +10.32% vs the actual +5.83%; the gap is what cap weighting did.
By sector
point contribution · sums to +9.41 pts
-60
+9.6
The year, session by session
every trading day of 2026 · hover for the move
JANFEBMARAPRMAYJUNJULAUGSEPOCT
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Health Care · Select Sector
What moved the market
3M · OCT 9, 2026
+5.83%
+9.4 pts · closed 170.82
40 of 60 rose · 20 fell
TMO+24.5%
+1.3
ABBV+12.3%
+1.3
MRNA+235.8%
+1.2
MRK+17.4%
+1.1
AMGN+15.1%
+0.8
COO−23.8%
−0.1
BSX−4.3%
−0.1
SYK−16.3%
−0.5
CVS−18.1%
−0.7
UNH−11.6%
−1.1
Mixed tape · top 3 drove 41% of the gainWMTMT.COM
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