• The best large cap sectors are utilities, industrials, and healthcare.
• The highest scoring large cap industry is cigarettes.

The average large cap score is 57.62 and that's below the four week moving average score of 61.68. As a reminder, scores shifted to reflect Q2 seasonality last week. Markets offer coin-flip seasonality through June with the SPY gaining ground in six of the past 10 years, returning a median 0.11%.

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Source: SEASONAL INVESTOR 

The average large cap stock in our universe is trading -19.83% below its 52 week high, 2.19% above its 200 dma, has 4.35 days to cover held short, and is expected to grow EPS by 14.3% in the coming year. Utilities, industrial goods, healthcare, consumer goods, and technology score best. Basics score in line. Services and financials score below average. 

The following are the best and worst scoring large caps in our universe. 

The following chart shows historical large cap average scores. 

The strongest scoring large cap industry is cigarettes (PM, RAI, MO). Domestic telecom (T, CTL, VZ), processed & packaged goods (PEP, CPB, SJM, MJN, K), insurance brokers (MMC, AJG, AON), and diversified communication (AMT) also score high. The industry ranking is defensive. 

In basics, focus attention on major chemicals (APD, EMN, SHW), steel & iron (TX, SID, PKX, NUE, GGB), and gold (NEM, GOLD). Cigarettes, processed & packaged goods, and personal products (EL, KMB) are best in consumer goods. The top financials baskets are insurance brokers and REITs (DLR, VTR, PSA, HCN, SPG, O). Medical instruments (BCR, SYK, BSX) and healthcare plans (UNH, AET) score above average in healthcare. Industrial electrical (ETN, ROK) and diversified machinery (ITW, IR) can be bought in industrial goods. The best services industries are air delivery & freight (CHRW, FDX), discount stores (DG, DLTR, WMT, TGT), and restaurants (YUM, MCD). Domestic telecom, diversified communication, and scientific & technical instruments (MTD, GRMN, WAT) are top scoring in technology. Diversified utilities (NI, SCG, WEC, EXC) and electric utilities (NEE, DTE, ETR, EIX, AEP) can also be owned.