Daily Money Tracker — 2026-10-29
Daily Money Tracker — 2026-10-29
(1) WHO IS GETTING MONEY
Healthcare +2.03% (thin volume — not confirmed) is pulling the money today.
(2) WHO IS LOSING MONEY
Communication Services -4.41% (REAL MOVE) is where money is leaving.
(3) WHY
Top accumulation name GOOG (Communication Services) -12.29% on 5.5x volume — $26.1B traded. Heavy single-name flow.
Capitulation printed in: Communication Services.
Top / bottom sectors
Top 5 gaining
- Healthcare +2.03% (vol 0.98x, thin)
- LLY: +6.63% (contrib +0.78%)
- MRK: +3.83% (contrib +0.14%)
- JNJ: +1.53% (contrib +0.09%)
- Driver hint: LLY, MRK, JNJ leading the gains.
- Real Estate +1.94% (vol 0.91x, thin)
- WELL: +2.63% (contrib +0.29%)
- EQIX: +2.88% (contrib +0.18%)
- PLD: +2.24% (contrib +0.17%)
- Driver hint: WELL, EQIX, PLD leading the gains.
- Utilities +1.23% (vol 0.7x, thin)
- CKISY: +14.71% (contrib +0.13%)
- CEG: +2.52% (contrib +0.11%)
- NEE: +1.38% (contrib +0.10%)
- Driver hint: CKISY, CEG, NEE leading the gains.
- Consumer Defensive +1.19% (vol 0.76x, thin)
- WMT: +2.09% (contrib +0.38%)
- PM: +2.89% (contrib +0.18%)
- MO: +5.15% (contrib +0.12%)
- Driver hint: WMT, PM, MO leading the gains.
- Financial Services +1.16% (vol 0.74x, thin)
- IDCBF: +6.28% (contrib +0.14%)
- MA: +4.16% (contrib +0.11%)
- V: +2.48% (contrib +0.09%)
- Driver hint: IDCBF, MA, V leading the gains.
Top 5 losing
- Energy +0.54% (vol 0.88x, thin)
- MPC: -1.87% (contrib -0.05%)
- FTI: -6.23% (contrib -0.04%)
- VLO: -1.01% (contrib -0.03%)
- Driver hint: MPC, FTI, VLO dragging it down.
- Consumer Cyclical -0.32% (vol 1.1x, thin)
- AMZN: -4.25% (contrib -1.12%)
- BABA: -1.41% (contrib -0.04%)
- BYDDY: -3.92% (contrib -0.03%)
- Driver hint: AMZN, BABA, BYDDY dragging it down.
- Basic Materials -0.55% (vol 0.93x, thin)
- AEM: -3.93% (contrib -0.11%)
- RIO: -3.12% (contrib -0.10%)
- ZIJMY: -2.41% (contrib -0.07%)
- Driver hint: AEM, RIO, ZIJMY dragging it down.
- Technology -0.98% (vol 1.03x, thin)
- MU: -4.98% (contrib -0.15%)
- NVDA: -0.80% (contrib -0.12%)
- NOW: -26.95% (contrib -0.12%)
- Driver hint: MU, NVDA, NOW dragging it down.
- Communication Services -4.41% (vol 2.73x, REAL)
- GOOG: -12.29% (contrib -4.99%)
- TCEHY: -0.90% (contrib -0.04%)
- SFTBF: -1.83% (contrib -0.03%)
- Driver hint: GOOG, TCEHY, SFTBF 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 | 11% | 89% | 0% | 9 |
| Basic Materials | $10B-$100B | 47% | 52% | 2% | 58 |
| Basic Materials | <$10B | 22% | 75% | 3% | 189 |
| Communication Services | $1T+ | 50% | 50% | 0% | 2 |
| Communication Services | $100B-$1T | 55% | 45% | 0% | 11 |
| Communication Services | $10B-$100B | 73% | 27% | 0% | 62 |
| Communication Services | <$10B | 74% | 24% | 1% | 82 |
| Consumer Cyclical | $1T+ | 0% | 100% | 0% | 2 |
| Consumer Cyclical | $100B-$1T | 83% | 17% | 0% | 18 |
| Consumer Cyclical | $10B-$100B | 80% | 20% | 0% | 82 |
| Consumer Cyclical | <$10B | 74% | 24% | 2% | 161 |
| Consumer Defensive | $1T+ | n/a | n/a | n/a | 0 |
| Consumer Defensive | $100B-$1T | 92% | 8% | 0% | 12 |
| Consumer Defensive | $10B-$100B | 68% | 32% | 0% | 40 |
| Consumer Defensive | <$10B | 59% | 41% | 0% | 69 |
| Energy | $1T+ | n/a | n/a | n/a | 0 |
| Energy | $100B-$1T | 62% | 38% | 0% | 13 |
| Energy | $10B-$100B | 64% | 36% | 0% | 47 |
| Energy | <$10B | 35% | 60% | 6% | 107 |
| Financial Services | $1T+ | 100% | 0% | 0% | 1 |
| Financial Services | $100B-$1T | 85% | 15% | 0% | 53 |
| Financial Services | $10B-$100B | 79% | 21% | 0% | 136 |
| Financial Services | <$10B | 75% | 20% | 5% | 686 |
| Healthcare | $1T+ | 100% | 0% | 0% | 1 |
| Healthcare | $100B-$1T | 95% | 5% | 0% | 22 |
| Healthcare | $10B-$100B | 82% | 18% | 0% | 82 |
| Healthcare | <$10B | 50% | 47% | 2% | 357 |
| Industrials | $1T+ | 0% | 100% | 0% | 1 |
| Industrials | $100B-$1T | 80% | 20% | 0% | 25 |
| Industrials | $10B-$100B | 78% | 21% | 1% | 138 |
| Industrials | <$10B | 63% | 34% | 3% | 220 |
| Real Estate | $1T+ | n/a | n/a | n/a | 0 |
| Real Estate | $100B-$1T | 100% | 0% | 0% | 2 |
| Real Estate | $10B-$100B | 92% | 8% | 0% | 39 |
| Real Estate | <$10B | 70% | 28% | 2% | 100 |
| Technology | $1T+ | 20% | 80% | 0% | 5 |
| Technology | $100B-$1T | 37% | 63% | 0% | 38 |
| Technology | $10B-$100B | 43% | 57% | 0% | 105 |
| Technology | <$10B | 43% | 55% | 2% | 363 |
| Utilities | $1T+ | n/a | n/a | n/a | 0 |
| Utilities | $100B-$1T | 100% | 0% | 0% | 3 |
| Utilities | $10B-$100B | 81% | 18% | 2% | 57 |
| Utilities | <$10B | 38% | 58% | 4% | 24 |
Accumulation signals
15 tickers meet the bar (vol ratio > 2.0, |return| > 5%, MC ≥ $1B).
| Symbol | Sector | Return | Vol ratio | $ Volume | MC |
|---|---|---|---|---|---|
| GOOG | Communication Services | -12.29% | 5.5x | $26.1B | $4.12T |
| MRVL | Technology | -13.24% | 2.0x | $9.0B | $199.8B |
| NOW | Technology | -26.95% | 6.1x | $8.3B | $146.8B |
| CAT | Industrials | -9.25% | 3.0x | $5.3B | $335.9B |
| FTNT | Technology | -20.09% | 4.3x | $2.4B | $124.1B |
| ALNY | Healthcare | -25.13% | 8.5x | $2.1B | $31.0B |
| DASH | Consumer Cyclical | +5.61% | 2.8x | $1.8B | $82.0B |
| CVNA | Consumer Cyclical | +15.68% | 2.7x | $1.6B | $64.8B |
| GKOS | Healthcare | +33.65% | 5.0x | $1.3B | $9.7B |
| NCLH | Consumer Cyclical | +13.45% | 3.4x | $1.2B | $6.9B |
| LHX | Industrials | +6.84% | 2.0x | $909.5M | $46.3B |
| VMC | Basic Materials | +5.78% | 2.3x | $789.4M | $33.4B |
| PURR | Financial Services | +23.27% | 4.9x | $724.9M | $2.5B |
| ATI | Industrials | +5.87% | 2.2x | $601.5M | $25.3B |
| IOVA | Healthcare | -35.45% | 4.7x | $561.1M | $6.2B |
Sector flips
No breadth flips (70%+ → 30%-) today.
Opposed pairs that were not opposed yesterday:
- Basic Materials vs Consumer Defensive
- Basic Materials vs Energy
- Basic Materials vs Financial Services
- Basic Materials vs Healthcare
- Basic Materials vs Industrials
- Basic Materials vs Real Estate
- Basic Materials vs Utilities
- Communication Services vs Energy
- Communication Services vs Financial Services
- Communication Services vs Healthcare
- Communication Services vs Industrials
- Consumer Cyclical vs Consumer Defensive
- Consumer Cyclical vs Energy
- Consumer Cyclical vs Financial Services
- Consumer Cyclical vs Healthcare
- Consumer Cyclical vs Industrials
- Consumer Cyclical vs Real Estate
- Consumer Cyclical vs Utilities
- Energy vs Technology
- Financial Services vs Technology
- Healthcare vs Technology
- Industrials vs Technology
Sector pair matrix
MATL COMM DISC STPL ENRG FIN HLTH INDU REST TECH UTIL MATL 1.00 -0.21 -0.29 0.21 0.48 -0.06 -0.19 0.00 0.03 -0.42 0.29 COMM -0.21 1.00 0.50 -0.38 -0.20 -0.12 -0.30 0.03 -0.42 0.42 -0.41 DISC -0.29 0.50 1.00 -0.29 -0.60 0.36 0.08 0.45 -0.04 0.60 -0.31 STPL 0.21 -0.38 -0.29 1.00 -0.04 0.20 0.66 -0.50 0.49 -0.89 0.49 ENRG 0.48 -0.20 -0.60 -0.04 1.00 -0.24 -0.33 -0.14 0.06 -0.32 0.13 FIN -0.06 -0.12 0.36 0.20 -0.24 1.00 0.40 0.53 0.68 0.11 0.66 HLTH -0.19 -0.30 0.08 0.66 -0.33 0.40 1.00 -0.11 0.54 -0.45 0.42 INDU 0.00 0.03 0.45 -0.50 -0.14 0.53 -0.11 1.00 -0.00 0.64 0.10 REST 0.03 -0.42 -0.04 0.49 0.06 0.68 0.54 -0.00 1.00 -0.32 0.62 TECH -0.42 0.42 0.60 -0.89 -0.32 0.11 -0.45 0.64 -0.32 1.00 -0.43 UTIL 0.29 -0.41 -0.31 0.49 0.13 0.66 0.42 0.10 0.62 -0.43 1.00
Capitulation watch
New capitulation today: Communication Services
Notes / data gaps
- 277 tickers dropped (no sector or no marketCap).
- 2026-10-29: $112.84T of $131.07T cap reporting (86%); 1880 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.