Daily Money Tracker — 2026-10-26
Daily Money Tracker — 2026-10-26
(1) WHO IS GETTING MONEY
Technology +1.43% (thin volume — not confirmed) is pulling the money today.
(2) WHO IS LOSING MONEY
Communication Services -1.02% (thin volume — not confirmed) is where money is leaving.
(3) WHY
Top accumulation name NU (Financial Services) -16.95% on 4.1x volume — $4.3B traded. Heavy single-name flow.
Top / bottom sectors
Top 5 gaining
- Technology +1.43% (vol 0.91x, thin)
- NVDA: +2.39% (contrib +0.37%)
- MSFT: +1.54% (contrib +0.18%)
- SKHY: +4.09% (contrib +0.12%)
- Driver hint: NVDA, MSFT, SKHY leading the gains.
- Industrials +1.06% (vol 0.75x, thin)
- GEV: +4.92% (contrib +0.10%)
- SMEGF: +7.39% (contrib +0.08%)
- RTX: +3.39% (contrib +0.07%)
- Driver hint: GEV, SMEGF, RTX leading the gains.
- Consumer Cyclical +0.80% (vol 0.81x, thin)
- TSLA: +5.21% (contrib +0.68%)
- AMZN: +0.44% (contrib +0.11%)
- HESAY: +3.32% (contrib +0.05%)
- Driver hint: TSLA, AMZN, HESAY leading the gains.
- Real Estate +0.78% (vol 0.88x, thin)
- MITEF: +9.53% (contrib +0.16%)
- WELL: +1.39% (contrib +0.15%)
- EQIX: +1.32% (contrib +0.08%)
- Driver hint: MITEF, WELL, EQIX leading the gains.
- Financial Services +0.28% (vol 0.75x, thin)
- BRK-B: +1.17% (contrib +0.07%)
- IDCBY: +2.77% (contrib +0.07%)
- JPM: +0.74% (contrib +0.04%)
- Driver hint: BRK-B, IDCBY, JPM leading the gains.
Top 5 losing
- Healthcare -0.08% (vol 0.86x, thin)
- MRK: -3.21% (contrib -0.12%)
- RHHBY: -1.95% (contrib -0.07%)
- UNH: -1.77% (contrib -0.06%)
- Driver hint: MRK, RHHBY, UNH dragging it down.
- Consumer Defensive -0.11% (vol 0.76x, thin)
- BUD: -2.71% (contrib -0.08%)
- PG: -0.68% (contrib -0.05%)
- UL: -0.94% (contrib -0.02%)
- Driver hint: BUD, PG, UL dragging it down.
- Energy -0.31% (vol 0.97x, thin)
- PBR: -13.99% (contrib -0.47%)
- SHEL: -1.17% (contrib -0.07%)
- E: -2.46% (contrib -0.05%)
- Driver hint: PBR, SHEL, E dragging it down.
- Utilities -0.60% (vol 0.73x, thin)
- SBS: -26.09% (contrib -0.24%)
- AXIAY: -19.22% (contrib -0.22%)
- AXICY: -17.38% (contrib -0.19%)
- Driver hint: SBS, AXIAY, AXICY dragging it down.
- Communication Services -1.02% (vol 0.98x, thin)
- GOOG: -0.97% (contrib -0.38%)
- META: -1.88% (contrib -0.32%)
- NFLX: -2.96% (contrib -0.08%)
- Driver hint: GOOG, META, NFLX 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 | 75% | 25% | 0% | 8 |
| Basic Materials | $10B-$100B | 54% | 44% | 2% | 61 |
| Basic Materials | <$10B | 42% | 54% | 4% | 195 |
| Communication Services | $1T+ | 0% | 100% | 0% | 2 |
| Communication Services | $100B-$1T | 33% | 67% | 0% | 12 |
| Communication Services | $10B-$100B | 28% | 70% | 2% | 61 |
| Communication Services | <$10B | 21% | 78% | 1% | 80 |
| Consumer Cyclical | $1T+ | 100% | 0% | 0% | 2 |
| Consumer Cyclical | $100B-$1T | 60% | 40% | 0% | 20 |
| Consumer Cyclical | $10B-$100B | 52% | 46% | 2% | 83 |
| Consumer Cyclical | <$10B | 46% | 51% | 4% | 160 |
| Consumer Defensive | $1T+ | n/a | n/a | n/a | 0 |
| Consumer Defensive | $100B-$1T | 38% | 62% | 0% | 13 |
| Consumer Defensive | $10B-$100B | 29% | 69% | 2% | 42 |
| Consumer Defensive | <$10B | 29% | 69% | 3% | 70 |
| Energy | $1T+ | n/a | n/a | n/a | 0 |
| Energy | $100B-$1T | 69% | 31% | 0% | 13 |
| Energy | $10B-$100B | 61% | 39% | 0% | 49 |
| Energy | <$10B | 57% | 40% | 3% | 109 |
| Financial Services | $1T+ | 100% | 0% | 0% | 1 |
| Financial Services | $100B-$1T | 80% | 20% | 0% | 51 |
| Financial Services | $10B-$100B | 62% | 36% | 1% | 137 |
| Financial Services | <$10B | 57% | 36% | 7% | 676 |
| Healthcare | $1T+ | 100% | 0% | 0% | 1 |
| Healthcare | $100B-$1T | 50% | 50% | 0% | 22 |
| Healthcare | $10B-$100B | 54% | 46% | 0% | 80 |
| Healthcare | <$10B | 47% | 51% | 3% | 359 |
| Industrials | $1T+ | 0% | 100% | 0% | 1 |
| Industrials | $100B-$1T | 75% | 21% | 4% | 24 |
| Industrials | $10B-$100B | 77% | 23% | 0% | 138 |
| Industrials | <$10B | 52% | 45% | 3% | 219 |
| Real Estate | $1T+ | n/a | n/a | n/a | 0 |
| Real Estate | $100B-$1T | 50% | 50% | 0% | 2 |
| Real Estate | $10B-$100B | 64% | 36% | 0% | 39 |
| Real Estate | <$10B | 41% | 54% | 5% | 99 |
| Technology | $1T+ | 80% | 20% | 0% | 5 |
| Technology | $100B-$1T | 71% | 29% | 0% | 38 |
| Technology | $10B-$100B | 58% | 42% | 0% | 101 |
| Technology | <$10B | 56% | 42% | 2% | 359 |
| Utilities | $1T+ | n/a | n/a | n/a | 0 |
| Utilities | $100B-$1T | 33% | 67% | 0% | 3 |
| Utilities | $10B-$100B | 52% | 48% | 0% | 60 |
| Utilities | <$10B | 42% | 54% | 4% | 24 |
Accumulation signals
15 tickers meet the bar (vol ratio > 2.0, |return| > 5%, MC ≥ $1B).
| Symbol | Sector | Return | Vol ratio | $ Volume | MC |
|---|---|---|---|---|---|
| NU | Financial Services | -16.95% | 4.1x | $4.3B | $70.3B |
| MELI | Consumer Cyclical | -7.81% | 5.0x | $4.0B | $93.0B |
| PBR | Energy | -13.99% | 4.3x | $2.3B | $167.7B |
| LMT | Industrials | +5.13% | 2.1x | $1.7B | $127.3B |
| SGRY | Healthcare | +47.62% | 33.4x | $1.4B | $1.9B |
| DASH | Consumer Cyclical | -6.10% | 2.3x | $1.3B | $82.0B |
| BBD | Financial Services | -28.01% | 4.1x | $598.0M | $44.3B |
| RMBS | Technology | +5.45% | 2.2x | $332.1M | $9.5B |
| XNCR | Healthcare | +15.89% | 6.5x | $259.5M | $1.7B |
| SBS | Utilities | -26.09% | 5.1x | $259.0M | $22.0B |
| STNE | Technology | -27.44% | 4.3x | $246.0M | $2.8B |
| GGB | Basic Materials | -6.86% | 2.7x | $187.5M | $9.9B |
| LTM | Industrials | -6.25% | 5.6x | $185.6M | $13.6B |
| JBLU | Industrials | -9.89% | 2.8x | $176.8M | $1.1B |
| PAGS | Technology | -25.17% | 4.0x | $158.4M | $3.2B |
Sector flips
No breadth flips (70%+ → 30%-) today.
Opposed pairs that were not opposed yesterday:
- Basic Materials vs Consumer Cyclical
- Basic Materials vs Financial Services
- Basic Materials vs Industrials
- Communication Services vs Consumer Cyclical
- Communication Services vs Financial Services
- Communication Services vs Industrials
- Consumer Cyclical vs Consumer Defensive
- Consumer Cyclical vs Healthcare
- Consumer Cyclical vs Utilities
- Consumer Defensive vs Financial Services
- Consumer Defensive vs Industrials
- Energy vs Real Estate
- Energy vs Technology
- Financial Services vs Healthcare
- Financial Services vs Utilities
- Healthcare vs Industrials
- Industrials vs Utilities
Sector pair matrix
MATL COMM DISC STPL ENRG FIN HLTH INDU REST TECH UTIL MATL 1.00 -0.42 -0.29 0.17 0.42 0.00 -0.18 0.06 0.02 -0.40 0.33 COMM -0.42 1.00 0.62 -0.25 -0.15 0.29 -0.01 0.18 0.10 0.41 -0.17 DISC -0.29 0.62 1.00 -0.27 -0.55 0.46 0.23 0.50 0.23 0.62 -0.19 STPL 0.17 -0.25 -0.27 1.00 -0.01 0.17 0.45 -0.41 0.31 -0.86 0.47 ENRG 0.42 -0.15 -0.55 -0.01 1.00 -0.16 -0.57 -0.01 -0.03 -0.30 0.20 FIN 0.00 0.29 0.46 0.17 -0.16 1.00 0.24 0.63 0.73 0.20 0.65 HLTH -0.18 -0.01 0.23 0.45 -0.57 0.24 1.00 -0.09 0.34 -0.27 0.33 INDU 0.06 0.18 0.50 -0.41 -0.01 0.63 -0.09 1.00 0.27 0.62 0.15 REST 0.02 0.10 0.23 0.31 -0.03 0.73 0.34 0.27 1.00 -0.06 0.61 TECH -0.40 0.41 0.62 -0.86 -0.30 0.20 -0.27 0.62 -0.06 1.00 -0.40 UTIL 0.33 -0.17 -0.19 0.47 0.20 0.65 0.33 0.15 0.61 -0.40 1.00
Capitulation watch
No new capitulations today.
Notes / data gaps
- 277 tickers dropped (no sector or no marketCap).
- 2026-10-26: $113.32T of $131.07T cap reporting (86%); 1883 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.