S&P 500 Movers | Winners: IQV, DHI, PHM | Losers: LMT, MSCI, PM

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On Tuesday, July 22, markets were split, as the S&P 500 rising 0.06%, the Dow 30 rising 0.40%, and the Nasdaq 100 falling 0.50% moved in different directions. Similar variation was seen across individual stocks.

List of S&P 500 Winners

The following table shows the list of 10 stocks that generated the highest returns on the last trading day:

# Ticker Company Name 1-D
Returns
YTD
Returns
1 IQV IQVIA 17.9% -4.6%
2 DHI D.R. Horton 17.0% 10.5%
3 PHM PulteGroup 11.5% 11.7%
4 NOC Northrop Grumman 9.4% 21.3%
5 CRL Charles River Laboratories International 9.1% -11.5%
6 LEN Lennar 8.3% -12.4%
7 ALB Albemarle 7.9% -2.1%
8 GPC Genuine Parts 7.6% 16.1%
9 BLDR Builders FirstSource 7.3% -8.5%
10 NVR NVR 7.2% -3.3%

List of S&P 500 Losers

On the other hand, the following table shows the list of 10 stocks that generated the lowest returns:

# Ticker Company Name 1-D
Returns
YTD
Returns
1 LMT Lockheed Martin -10.8% -14.3%
2 MSCI MSCI -8.9% -11.7%
3 PM Philip Morris International -8.4% 39.6%
4 EFX Equifax -8.2% -6.1%
5 GM General Motors -8.1% -7.7%
6 KLAC KLA -4.9% 42.3%
7 AXON Axon Enterprise -4.1% 21.3%
8 LRCX Lam Research -4.0% 36.0%
9 HCA HCA Healthcare -3.7% 17.4%
10 UHS Universal Health Services -3.6% -9.1%

Movers – Last One Week

Analysing over the last one week (5 trading days), a market-wide surge lifted the S&P 500 rising 1.05%, the Dow 30 rising 1.09%, and the Nasdaq 100 rising 0.78%. Gains were broad-based, though not every stock joined the rally.

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List of 1-Week S&P 500 Winners

The following table shows the list of 10 stocks that generated the highest returns over the last week:

# Ticker Company Name 1-W
Returns
YTD
Returns
1 IVZ Invesco 26.9% 24.6%
2 ALB Albemarle 18.9% -2.1%
3 IQV IQVIA 18.8% -4.6%
4 DHI D.R. Horton 18.2% 10.5%
5 PHM PulteGroup 12.2% 11.7%
6 HSY Hershey 11.5% 9.1%
7 DECK Deckers Outdoor 10.9% -48.0%
8 LEN Lennar 10.0% -12.4%
9 BF-B Brown-Forman 9.8% -19.4%
10 WSM Williams-Sonoma 9.2% -2.4%

List of 1-Week S&P 500 Losers

Similarly, the following table shows the 10 stocks that were at the bottom in terms of returns:

# Ticker Company Name 1-W
Returns
YTD
Returns
1 ELV Elevance Health -16.2% -23.0%
2 MOH Molina Healthcare -15.8% -37.9%
3 LMT Lockheed Martin -12.6% -14.3%
4 MU Micron Technology -9.1% 30.1%
5 PM Philip Morris International -8.7% 39.6%
6 UHS Universal Health Services -8.1% -9.1%
7 EFX Equifax -7.4% -6.1%
8 EXE Expand Energy -7.3% 1.2%
9 GM General Motors -7.2% -7.7%
10 CNC Centene -7.0% -54.0%

Movers – Last One Month

On a slightly wider timeline over the last one month, stocks moved decisively higher, as seen in the S&P 500 rising 5.73%, the Dow 30 rising 5.44%, and the Nasdaq 100 rising 6.65%. Most stocks saw buying, though some stocks missed out.

List of 1-Month S&P 500 Winners

The following table shows the 10 stocks that generated the maximum returns over the last one month:

# Ticker Company Name 1-M
Returns
YTD
Returns
1 ALB Albemarle 46.9% -2.1%
2 IVZ Invesco 43.5% 24.6%
3 AES AES 32.7% 11.0%
4 COIN Coinbase Global 31.1% 62.9%
5 SNPS Synopsys 30.7% 26.7%
6 RCL Royal Caribbean 28.0% 52.0%
7 ANET Arista Networks 27.3% -0.7%
8 MRNA Moderna 26.4% -21.3%
9 NKE Nike 26.1% 0.8%
10 TPR Tapestry 26.0% 64.1%

List of 1-Month S&P 500 Losers

In the same period, these 10 stocks were at the bottom in terms of returns:

# Ticker Company Name 1-M
Returns
YTD
Returns
1 CNC Centene -48.7% -54.0%
2 MOH Molina Healthcare -38.6% -37.9%
3 FTV Fortive -26.7% -31.7%
4 ELV Elevance Health -24.8% -23.0%
5 EXE Expand Energy -18.4% 1.2%
6 WAT Waters -16.1% -22.5%
7 FICO Fair Isaac -15.1% -23.1%
8 TPL Texas Pacific Land -13.5% -15.0%
9 LMT Lockheed Martin -12.7% -14.3%
10 CTRA Coterra Energy -12.6% -6.1%

Picking winners on a consistent basis is not an easy task – especially given the volatility associated with a single stock. Instead, the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming the S&P 500 over the last 4-year period. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.