Daily Money Tracker — 2026-10-22
Daily Money Tracker — 2026-10-22
(1) WHO IS GETTING MONEY
Consumer Defensive +2.81% (thin volume — not confirmed) is pulling the money today.
(2) WHO IS LOSING MONEY
Technology -3.08% (thin volume — not confirmed) is where money is leaving.
(3) WHY
Top accumulation name SPCX (Industrials) -9.14% on 2.1x volume — $28.2B traded. Heavy single-name flow.
Top / bottom sectors
Top 5 gaining
- Consumer Defensive +2.81% (vol 0.96x, thin)
- WMT: +2.82% (contrib +0.44%)
- PG: +5.58% (contrib +0.34%)
- LRLCY: +7.15% (contrib +0.29%)
- Driver hint: WMT, PG, LRLCY leading the gains.
- Healthcare +1.33% (vol 1.03x, thin)
- LLY: +2.83% (contrib +0.33%)
- JNJ: +3.81% (contrib +0.23%)
- UCBJY: +20.77% (contrib +0.09%)
- Driver hint: LLY, JNJ, UCBJY leading the gains.
- Utilities +1.32% (vol 0.74x, thin)
- NEE: +4.62% (contrib +0.32%)
- DUK: +3.92% (contrib +0.16%)
- D: +4.93% (contrib +0.12%)
- Driver hint: NEE, DUK, D leading the gains.
- Real Estate +1.02% (vol 1.01x, thin)
- WELL: +1.37% (contrib +0.15%)
- SPG: +3.16% (contrib +0.14%)
- PSA: +3.63% (contrib +0.13%)
- Driver hint: WELL, SPG, PSA leading the gains.
- Financial Services +0.11% (vol 0.78x, thin)
- BRK-B: +1.48% (contrib +0.09%)
- IDCBY: +2.74% (contrib +0.06%)
- V: +1.59% (contrib +0.06%)
- Driver hint: BRK-B, IDCBY, V leading the gains.
Top 5 losing
- Consumer Cyclical -1.51% (vol 0.99x, thin)
- AMZN: -4.57% (contrib -1.20%)
- TSLA: -3.08% (contrib -0.42%)
- HESAY: -5.68% (contrib -0.09%)
- Driver hint: AMZN, TSLA, HESAY dragging it down.
- Communication Services -2.21% (vol 1.22x, thin)
- GOOG: -3.08% (contrib -1.26%)
- META: -6.98% (contrib -1.25%)
- SFTBY: -7.91% (contrib -0.13%)
- Driver hint: GOOG, META, SFTBY dragging it down.
- Basic Materials -2.76% (vol 0.95x, thin)
- SCCO: -7.31% (contrib -0.36%)
- ZIJMF: -10.39% (contrib -0.31%)
- BHP: -4.01% (contrib -0.25%)
- Driver hint: SCCO, ZIJMF, BHP dragging it down.
- Industrials -2.97% (vol 1.14x, thin)
- SPCX: -9.14% (contrib -1.46%)
- GEV: -10.64% (contrib -0.21%)
- CYATY: -6.60% (contrib -0.14%)
- Driver hint: SPCX, GEV, CYATY dragging it down.
- Technology -3.08% (vol 1.26x, thin)
- NVDA: -4.40% (contrib -0.68%)
- TSM: -4.52% (contrib -0.29%)
- MSFT: -2.23% (contrib -0.26%)
- Driver hint: NVDA, TSM, MSFT dragging it down.
Breadth by market-cap tier
| Sector | Tier | % Up | % Down | % Flat | n |
|---|---|---|---|---|---|
| Basic Materials | $1T+ | n/a | n/a | n/a | 0 |
| Basic Materials | $100B-$1T | 25% | 75% | 0% | 8 |
| Basic Materials | $10B-$100B | 36% | 64% | 0% | 59 |
| Basic Materials | <$10B | 12% | 88% | 0% | 201 |
| Communication Services | $1T+ | 0% | 100% | 0% | 2 |
| Communication Services | $100B-$1T | 73% | 27% | 0% | 11 |
| Communication Services | $10B-$100B | 68% | 32% | 0% | 60 |
| Communication Services | <$10B | 52% | 43% | 5% | 82 |
| Consumer Cyclical | $1T+ | 0% | 100% | 0% | 2 |
| Consumer Cyclical | $100B-$1T | 47% | 53% | 0% | 19 |
| Consumer Cyclical | $10B-$100B | 64% | 36% | 0% | 81 |
| Consumer Cyclical | <$10B | 63% | 37% | 0% | 152 |
| Consumer Defensive | $1T+ | n/a | n/a | n/a | 0 |
| Consumer Defensive | $100B-$1T | 93% | 7% | 0% | 15 |
| Consumer Defensive | $10B-$100B | 95% | 5% | 0% | 42 |
| Consumer Defensive | <$10B | 82% | 17% | 2% | 66 |
| Energy | $1T+ | n/a | n/a | n/a | 0 |
| Energy | $100B-$1T | 36% | 57% | 7% | 14 |
| Energy | $10B-$100B | 28% | 72% | 0% | 50 |
| Energy | <$10B | 21% | 77% | 3% | 112 |
| Financial Services | $1T+ | 100% | 0% | 0% | 1 |
| Financial Services | $100B-$1T | 41% | 59% | 0% | 54 |
| Financial Services | $10B-$100B | 51% | 49% | 0% | 136 |
| Financial Services | <$10B | 58% | 34% | 8% | 686 |
| Healthcare | $1T+ | 100% | 0% | 0% | 1 |
| Healthcare | $100B-$1T | 82% | 18% | 0% | 22 |
| Healthcare | $10B-$100B | 69% | 30% | 1% | 80 |
| Healthcare | <$10B | 48% | 49% | 3% | 359 |
| Industrials | $1T+ | 0% | 100% | 0% | 1 |
| Industrials | $100B-$1T | 19% | 77% | 4% | 26 |
| Industrials | $10B-$100B | 48% | 51% | 1% | 143 |
| Industrials | <$10B | 44% | 55% | 2% | 216 |
| Real Estate | $1T+ | n/a | n/a | n/a | 0 |
| Real Estate | $100B-$1T | 50% | 50% | 0% | 2 |
| Real Estate | $10B-$100B | 74% | 21% | 5% | 38 |
| Real Estate | <$10B | 85% | 14% | 1% | 96 |
| Technology | $1T+ | 20% | 80% | 0% | 5 |
| Technology | $100B-$1T | 26% | 74% | 0% | 38 |
| Technology | $10B-$100B | 43% | 57% | 0% | 103 |
| Technology | <$10B | 40% | 59% | 1% | 365 |
| Utilities | $1T+ | n/a | n/a | n/a | 0 |
| Utilities | $100B-$1T | 100% | 0% | 0% | 3 |
| Utilities | $10B-$100B | 78% | 20% | 2% | 60 |
| Utilities | <$10B | 58% | 42% | 0% | 24 |
Accumulation signals
15 tickers meet the bar (vol ratio > 2.0, |return| > 5%, MC ≥ $1B).
| Symbol | Sector | Return | Vol ratio | $ Volume | MC |
|---|---|---|---|---|---|
| SPCX | Industrials | -9.14% | 2.1x | $28.2B | $1.98T |
| META | Communication Services | -6.98% | 2.0x | $26.2B | $1.81T |
| MRNA | Healthcare | -17.57% | 2.8x | $10.1B | $87.0B |
| LRCX | Technology | -11.76% | 2.6x | $5.3B | $330.3B |
| AMAT | Technology | -8.16% | 2.0x | $4.9B | $324.8B |
| GEV | Industrials | -10.64% | 2.7x | $4.8B | $245.3B |
| PG | Consumer Defensive | +5.58% | 2.5x | $3.6B | $370.4B |
| KLAC | Technology | -9.55% | 2.2x | $3.0B | $216.3B |
| SPOT | Communication Services | +11.10% | 3.2x | $2.8B | $109.2B |
| TER | Technology | -10.63% | 2.3x | $1.8B | $50.8B |
| LMT | Industrials | +6.96% | 2.6x | $1.7B | $127.3B |
| MPWR | Technology | -8.99% | 2.2x | $1.7B | $59.5B |
| NOK | Technology | -14.81% | 3.0x | $1.6B | $52.5B |
| CSX | Industrials | +6.76% | 3.1x | $1.5B | $90.2B |
| BX | Financial Services | +8.38% | 2.1x | $1.4B | $127.4B |
Sector flips
No breadth flips (70%+ → 30%-) today.
Opposed pairs that were not opposed yesterday:
- Basic Materials vs Consumer Defensive
- Basic Materials vs Healthcare
- Basic Materials vs Real Estate
- Communication Services vs Consumer Defensive
- Communication Services vs Healthcare
- Communication Services vs Real Estate
- Consumer Cyclical vs Consumer Defensive
- Consumer Cyclical vs Healthcare
- Consumer Cyclical vs Real Estate
- Energy vs Financial Services
- Energy vs Utilities
- Financial Services vs Industrials
- Financial Services vs Technology
- Industrials vs Utilities
- Technology vs Utilities
Sector pair matrix
MATL COMM DISC STPL ENRG FIN HLTH INDU REST TECH UTIL MATL 1.00 -0.44 -0.33 0.14 0.46 -0.05 -0.21 0.05 0.04 -0.40 0.21 COMM -0.44 1.00 0.69 -0.44 -0.05 0.29 -0.12 0.38 0.01 0.61 -0.20 DISC -0.33 0.69 1.00 -0.48 -0.40 0.37 0.14 0.52 0.16 0.74 -0.20 STPL 0.14 -0.44 -0.48 1.00 0.12 0.10 0.37 -0.50 0.44 -0.86 0.41 ENRG 0.46 -0.05 -0.40 0.12 1.00 -0.03 -0.56 0.16 -0.06 -0.28 0.20 FIN -0.05 0.29 0.37 0.10 -0.03 1.00 0.18 0.58 0.70 0.25 0.70 HLTH -0.21 -0.12 0.14 0.37 -0.56 0.18 1.00 -0.12 0.37 -0.23 0.18 INDU 0.05 0.38 0.52 -0.50 0.16 0.58 -0.12 1.00 0.12 0.65 0.19 REST 0.04 0.01 0.16 0.44 -0.06 0.70 0.37 0.12 1.00 -0.17 0.65 TECH -0.40 0.61 0.74 -0.86 -0.28 0.25 -0.23 0.65 -0.17 1.00 -0.21 UTIL 0.21 -0.20 -0.20 0.41 0.20 0.70 0.18 0.19 0.65 -0.21 1.00
Capitulation watch
No new capitulations today.
Notes / data gaps
- 277 tickers dropped (no sector or no marketCap).
- 2026-10-22: $113.67T of $131.07T cap reporting (87%); 1867 names (mostly late-publishing foreign ordinaries) excluded.
Market-structure reporting: capital flows, breadth and volume signals across Fam's watchlist. Not personalized investment advice, and not buy or sell recommendations.