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PART ONE: Sector Performance Sector Portfolio Weighting (2) S&P Weighting (3) Differences in Weighting (4) Portfolio Return (5) S&P Return (6) Sector Over- or Under

PART ONE: Sector Performance

Sector

Portfolio

Weighting

(2) S&P Weighting

(3) Differences in Weighting

(4) Portfolio Return

(5) S&P Return

(6) Sector Over- or Under Performance

(7) = (3) x (6) Sector Allocation Contributions

Telecommunications Services

3.10%

5.90%

A 2.80%

2.50%

3.10%

K 0.60%

U 0.02%

Utilities

7.50%

3.80%

B -3.70%

3.10%

1.90%

L -1.20%

V 0.04%

Information Technology

14.30%

17.90%

C 3.60%

4.90%

3.20%

M -1.70%

W -0.06%

Materials

6.30%

3.70%

D -2.60%

4.80%

5.10%

N 0.30%

X -0.01%

Financials

13.40%

17.10%

E 3.70%

6.20%

4.80%

O -1.40%

Y -0.05%

Consumer Discretionary

12.70%

13.50%

F 0.80%

2.10%

4.00%

P 1.90%

Z 0.02%

Industrials

14.10%

11.90%

G -2.20%

4.90%

3.10%

Q -1.80%

AA 0.04%

Energy

8.40%

8.00%

H -0.40%

3.70%

8.60%

R 4.90%

BB -0.02%

Healthcare

15.30%

11.70%

I -3.60%

9.80%

5.70%

S -4.10%

CC 0.015%

Consumer Staples

4.90%

6.50%

J 1.60%

1.50%

13.20%

T 11.70%

DD 0.19%

4. Which sector made the greatest negative contribution to the portfolios performance? Explain why this investment made the greatest negative contribution based on the differences in weighting and the sector over- or under- performance

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