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Which sector turned in the greatest positive contribution to the portfolios performance? Explain why this investment made the greatest positive contribution based on the differences

  • Which sector turned in the greatest positive contribution to the portfolios performance? Explain why this investment made the greatest positive contribution based on the differences in weighting and the sector over- or under- performance.
  • 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.image text in transcribed
PART ONE Sector Performance Sector (6) Sector (7)(3) x (6) Portfolio (2) S&P Differences 5) Portfolio S&P Over Sector Weighting in Under Weighting Allocation Weighting Return Return Performance Contributions Telecommunications 3.10% Services 5.904 A 2.80% 5096 3.10% K 0.60% U 0.029 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% 4.9096 3.20% M -1.70% W-0.06% Materials 6.30% 3.70% D-2.60% 4.809 5.10% N 0.30% X-0.01% Financials 13.4094 17.10% E 3.70% 6.2096 4.8046 O -1.40% Y-0.05% Consumer Discretionary 12.7096 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% 0 -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% U 1.60% 1.50% 13.20% T 11.70% DD 0.19% PART ONE Sector Performance Sector (6) Sector (7)(3) x (6) Portfolio (2) S&P Differences 5) Portfolio S&P Over Sector Weighting in Under Weighting Allocation Weighting Return Return Performance Contributions Telecommunications 3.10% Services 5.904 A 2.80% 5096 3.10% K 0.60% U 0.029 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% 4.9096 3.20% M -1.70% W-0.06% Materials 6.30% 3.70% D-2.60% 4.809 5.10% N 0.30% X-0.01% Financials 13.4094 17.10% E 3.70% 6.2096 4.8046 O -1.40% Y-0.05% Consumer Discretionary 12.7096 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% 0 -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% U 1.60% 1.50% 13.20% T 11.70% DD 0.19%

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