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Daily Money Tracker — 2026-10-15

3-week rotation chart 2026-10-15

Daily Money Tracker — 2026-10-15

(1) WHO IS GETTING MONEY

Healthcare +1.82% (thin volume — not confirmed) is pulling the money today.

(2) WHO IS LOSING MONEY

Basic Materials -3.40% (thin volume — not confirmed) is where money is leaving.

(3) WHY

Top accumulation name CRWV (Technology) +5.94% on 3.8x volume — $9.1B traded. Heavy single-name flow.

Top / bottom sectors

Top 5 gaining

Top 5 losing

Breadth by market-cap tier

SectorTier% Up% Down% Flatn
Basic Materials$1T+n/an/an/a0
Basic Materials$100B-$1T54%31%15%13
Basic Materials$10B-$100B70%20%10%69
Basic Materials<$10B42%20%38%364
Communication Services$1T+50%50%0%2
Communication Services$100B-$1T79%21%0%14
Communication Services$10B-$100B65%9%27%93
Communication Services<$10B51%10%39%146
Consumer Cyclical$1T+50%50%0%2
Consumer Cyclical$100B-$1T95%5%0%22
Consumer Cyclical$10B-$100B87%5%8%98
Consumer Cyclical<$10B39%7%54%368
Consumer Defensive$1T+n/an/an/a0
Consumer Defensive$100B-$1T82%18%0%17
Consumer Defensive$10B-$100B73%13%13%52
Consumer Defensive<$10B26%15%59%167
Energy$1T+n/an/an/a0
Energy$100B-$1T13%80%7%15
Energy$10B-$100B15%61%24%71
Energy<$10B27%39%34%177
Financial Services$1T+0%100%0%1
Financial Services$100B-$1T76%9%15%66
Financial Services$10B-$100B66%14%20%187
Financial Services<$10B58%18%24%868
Healthcare$1T+100%0%0%1
Healthcare$100B-$1T79%21%0%24
Healthcare$10B-$100B87%9%4%91
Healthcare<$10B56%17%27%493
Industrials$1T+0%100%0%1
Industrials$100B-$1T48%52%0%29
Industrials$10B-$100B67%22%11%174
Industrials<$10B29%22%49%474
Real Estate$1T+n/an/an/a0
Real Estate$100B-$1T50%50%0%2
Real Estate$10B-$100B87%0%13%45
Real Estate<$10B42%8%50%208
Technology$1T+29%71%0%7
Technology$100B-$1T42%58%0%36
Technology$10B-$100B63%30%7%114
Technology<$10B42%24%35%598
Utilities$1T+n/an/an/a0
Utilities$100B-$1T67%33%0%3
Utilities$10B-$100B43%37%21%87
Utilities<$10B24%24%52%50

Accumulation signals

15 tickers meet the bar (vol ratio > 2.0, |return| > 5%, MC ≥ $1B).

SymbolSectorReturnVol ratio$ VolumeMC
CRWVTechnology+5.94%3.8x$9.1B$36.3B
DELLTechnology-6.80%2.3x$7.8B$322.9B
RKLBIndustrials-6.64%2.3x$2.7B$37.8B
ANETTechnology-5.04%2.0x$1.9B$246.5B
WULFFinancial Services+9.36%3.7x$1.4B$5.8B
WCNIndustrials+5.54%2.8x$728.7M$40.0B
CORZTechnology+6.99%2.7x$488.0M$4.3B
ERICTechnology+11.80%4.8x$439.6M$32.3B
VGEnergy-5.80%2.7x$424.1M$33.2B
ZCommunication Services+11.05%2.8x$415.1M$6.4B
ESTCTechnology+5.63%2.4x$406.6M$9.7B
ONCHealthcare+6.43%2.0x$278.6M$40.0B
RXRXHealthcare+11.23%2.1x$261.5M$2.0B
PEGATechnology+6.27%2.6x$184.3M$5.6B
FMCBasic Materials-30.53%6.9x$183.4M$1.3B

Sector flips

No breadth flips (70%+ → 30%-) today.

Opposed pairs that were not opposed yesterday:

Sector pair matrix

         MATL   COMM   DISC   STPL   ENRG    FIN   HLTH   INDU   REST   TECH   UTIL
  MATL   1.00   0.09   0.05  -0.31   0.33   0.07  -0.49   0.56   0.21   0.40   0.56
  COMM   0.09   1.00   0.59  -0.22  -0.39   0.43   0.03   0.38   0.20   0.63   0.11
  DISC   0.05   0.59   1.00   0.05  -0.41   0.60   0.37   0.40   0.45   0.52   0.35
  STPL  -0.31  -0.22   0.05   1.00   0.38   0.38   0.55  -0.04   0.45  -0.70   0.25
  ENRG   0.33  -0.39  -0.41   0.38   1.00   0.06  -0.38  -0.09   0.04  -0.42   0.28
   FIN   0.07   0.43   0.60   0.38   0.06   1.00   0.23   0.51   0.80   0.15   0.68
  HLTH  -0.49   0.03   0.37   0.55  -0.38   0.23   1.00  -0.02   0.26  -0.30  -0.03
  INDU   0.56   0.38   0.40  -0.04  -0.09   0.51  -0.02   1.00   0.52   0.52   0.54
  REST   0.21   0.20   0.45   0.45   0.04   0.80   0.26   0.52   1.00  -0.01   0.59
  TECH   0.40   0.63   0.52  -0.70  -0.42   0.15  -0.30   0.52  -0.01   1.00   0.10
  UTIL   0.56   0.11   0.35   0.25   0.28   0.68  -0.03   0.54   0.59   0.10   1.00

Capitulation watch

No new capitulations today.

Notes / data gaps

Market-structure reporting: capital flows, breadth and volume signals across Fam's watchlist. Not personalized investment advice, and not buy or sell recommendations.