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Mark Roussin: Healthcare, industrials and financials lead sector performance past month

Mark Roussin: Healthcare, industrials and financials lead sector performance past month
Healthcare, industrials lead sector gains

Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, reports on sector performance over the past month.

According to Roussin, healthcare led with a 7 percent gain, followed by industrials up 6 percent and financials up 3.5 percent. The biggest laggards were communication services down 11 percent, energy down 9 percent, and consumer discretionary down 6 percent.

Roussin previously highlighted NVDA’s $81.6 billion in revenue and 214% earnings-per-share growth in recent financial results. He has also argued that rebalancing Alphabet shares is reasonable but called selling GOOGL over company concerns a mistake in his coverage of Alphabet. The latest sector updates follow these earlier company-focused assessments.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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