The average stock in the S&P 500 has gained 4.43% since Trump won the election on November 8th. Below we highlight the five best performing stocks in each S&P 500 sector since the close on Election Day. Obviously, the top five stocks in some sectors are up a lot more than the top five stocks in others. It’s a function of sector performance since the election, where we’ve seen areas like Financials, Consumer Discretionary, Industrials, and Energy do extremely well, while areas like Consumer Staples and Utilities have done poorly. In fact, three of the five best performing Utilities stocks since the election are actually in the red.
As shown, Staples (SPLS), Advance Auto Parts (AAP), and Kohl’s (KSS) have been the best Consumer Discretionary stocks with gains of 22%+. In Consumer Staples, however, Walgreens (WBA), Whole Foods (WFM), and Kroger (KR) have been the best with gains of just over 5%. Transocean (RIG) has been the top Energy stock with a gain of 32%, while Navient (NAVI), Ameriprise (AMP), and Citizens Financial (CFG) have been the top Financial stocks with gains of more than 23%. In Health Care, Humana (HUM) is up the most at 17.9%, and in Industrials, it’s United Rentals (URI) that holds the top spot with a gain of 33.7%.
Freeport (FCX) and Nucor (NUE) have been the best performing Materials stocks since the election, while in the REIT space, Host Hotels (HST) and Vornado (VNO) are up the most at 10.27%. In Technology, NVIDIA (NVDA) is up by far the most with a gain of 31%, and in Telecom, the best stock has been Frontier (FTR). Finally, CenterPoint Energy (CNP) has been the top performing stock in the Utilities sector since the election with a gain of…wait for it…0.89%.