Question: Fill in the missing values in the table above for a quarterly comparison of sectors with the S&P 500 Index. Remember when performing calculations that
Fill in the missing values in the table above for a quarterly comparison of sectors with the S&P 500 Index. Remember when performing calculations that the numbers shown are percentage values. Record your answers as percentage values to two decimal places.
| Sector | Portfolio Weighting | (2) S&P Weighting | (3) Differences in Weighting | (4) Portfolio Return | (5) S&P Return | (6) Sector Over- or Under Performance | (7) = (3) x (6) Sector Allocation Contributions |
| Telecommunications Services | 3.10% | 5.90% | A | 2.50% | 3.10% | K | U |
| Utilities | 7.50% | 3.80% | B | 3.10% | 1.90% | L | V |
| Information Technology | 14.30% | 17.90% | C | 4.90% | 3.20% | M | W |
| Materials | 6.30% | 3.70% | D | 4.80% | 5.10% | N | X |
| Financials | 13.40% | 17.10% | E | 6.20% | 4.80% | O | Y |
| Consumer Discretionary | 12.70% | 13.50% | F | 2.10% | 4.00% | P | Z |
| Industrials | 14.10% | 11.90% | G | 4.90% | 3.10% | Q | AA |
| Energy | 8.40% | 8.00% | H | 3.70% | 8.60% | R | BB |
| Healthcare | 15.30% | 11.70% | I | 9.80% | 5.70% | S | CC |
| Consumer Staples | 4.90% | 6.50% | J | 1.50% | 13.20% | T | DD |
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