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In “Consumer Discretionary Stocks To Watch For Year-End Window Dressing,” I mention several stocks to keep an eye on as we head into year-end window dressing. For investors wishing to take advantage of institutional window dressing, either by trying to jump into or out of the stocks ahead of time, or using window dressing as a contrarian indicator, scouring over the top and bottom performers in a sector can be a useful activity in the few weeks before the end of a quarter.

The data that follows comes from Standard & Poor’s S&P 500 GICS Sector Scorecard, which includes data through November 30, 2011. S&P’s sector scorecard shows ten sectors and numerous subgroups within those sectors, along with a myriad of other data. In this article, we’ll look at three more sectors of the S&P 500: Consumer Staples, Energy, and Financials.

Consumer Staples’ year-to-date return is 7.9%. This sector has 12 subgroups, nine of which are up on the year, and three of which are down. The worst performer is Brewers (-19.1%). All three subgroups down on the year together comprise a total of just 3.42% of the sector’s total weighting. The three best performers are Tobacco (26.6%), Packaged Foods & Meats (11.6%), and Hypermarkets & Super Centers (11.1%). These three subgroups comprise 43.45% of the sector’s total weighting.

Energy’s year-to-date return is 3.9%. This sector has seven subgroups, three of which are up on the year, and four of which are down. The worst performer is Coal & Consumable Fuels (-35.0%). All four subgroups down on the year together comprise a total of 21.19% of the sector’s total weighting. The best performer is Oil & Gas Storage & Transportation (38.4%). All three subgroups up on the year together comprise a total of 78.81% of the sector’s total weighting.

Financials’ year-to-date return is a negative 19.7%. This sector has 20 subgroups, six of which are up on the year, and 14 of which are down. The three worst performers are Investment Banking & Brokerage (-42.2%), Other Diversified Financial Services (-41.5%), and Thrifts & Mortgage Finance (-36.5%). These three subgroups together comprise 23.03% of the sector’s total weighting. The three best performers are Retail REITs (17.5%), Consumer Finance (11.5%), and Office REITs (10.8%). These three subgroups together comprise 9.68% of the sector’s total weighting.

Below, you will find a few examples of some of the best performing and worst performing equities year-to-date within each sector. Please note that not all these equities are in the S&P 500. However, they do fall within the sectors mentioned above. All companies listed have market capitalizations above $5 billion. Please do your own due diligence on these companies before buying or selling the stocks. All year-to-date data is through December 2.

Consumer Staples

  • Hansen Natural (HANS) is up 79.48% YTD and has a market cap. of $8.17 billion.
  • The Estee Lauder Companies (NYSE:EL) is up 43.84% YTD and has a market cap. of $22.35 billion.
  • Avon Products (NYSE:AVP) is down 42.64% YTD and has a market cap of $7.18 billion.
  • Coca Cola Hellenic Bottling Co. (CCH) is down 40.39% YTD and has a market cap of $5.61 billion.

Energy

  • Cabot Oil & Gas (NYSE:COG) is up 128.30% YTD and has a market cap. of $9.03 billion.
  • Range Resources (NYSE:RRC) is up 56.80% YTD and has a market cap of $11.15 billion.
  • Alpha Natural Resources (NYSE:ANR) is down 59.84% YTD and has a market cap. of $5.3 billion.
  • Talisman Energy (NYSE:TLM) is down 39.21% YTD and has a market cap. of $13.78 billion.

Financials

  • Discover Financial Services (NYSE:DFS) is up 30.65% YTD and has a market cap. of $13.31 billion.
  • Public Storage (NYSE:PSA) is up 27.74% YTD and has a market cap. of $22.16 billion.
  • American International Group (NYSE:AIG) is down 59.77% YTD and has a market cap. of $44.02 billion.
  • Bank of America (NYSE:BAC) is down 57.72% YTD and has a market cap. of $57.17 billion.
Source: 12 Stocks To Watch For Year-End Window Dressing