XLI

Ticker	Performance (Week)	Performance (Month)	Performance (Quarter)	Market Cap
GE	7.55%	-12.65%	-17.19%	172043.51
UTX	7.55%	-18.34%	-16.77%	65472.56
UPS	4.98%	-11.34%	-11.86%	63829.81
MMM	4.14%	-13.57%	-13.27%	57423.07
CAT	4.95%	-20.07%	-16.38%	56621.57
BA	8.31%	-11.23%	-18.85%	46080.98
UNP	3.61%	-8.57%	-9.48%	44870.11
HON	7.18%	-19.33%	-22.21%	35983.96
EMR	9.55%	-16.62%	-14.46%	34174.28
DE	9.22%	-8.18%	-13.71%	31167.67
DHR	5.31%	-17.68%	-20.47%	29917.4
FDX	5.06%	-13.77%	-15.38%	25086.58
CSX	4.74%	-11.46%	-9.87%	24709.52
LMT	6.46%	-9.20%	-10.16%	23892.79
NSC	2.38%	-7.94%	-4.73%	23752.69
GD	6.00%	-11.51%	-15.84%	22385.71
PCP	7.83%	-6.40%	-1.81%	21856.97
ITW	4.09%	-22.20%	-23.24%	21646.61
TYC	9.21%	-11.82%	-16.07%	19331.72
CMI	6.59%	-13.75%	-15.03%	17898.77
WM	8.71%	-13.48%	-19.42%	14727.96
NOC	5.33%	-18.09%	-17.81%	14670.45
RTN	6.05%	-9.60%	-15.33%	14625.31
ETN	6.49%	-18.66%	-16.44%	14169.29
PCAR	4.28%	-24.62%	-26.61%	13619.27

Since there aren't enough new highs or breakouts to do anything there, I took a look at XLI, which is the lagging sector ETF both on a short and mid term basis. These are the top 25 stocks by market cap in the ETF. I thought it would be GE dragging it down (both because it is by far the largest, but also a weak stock), but it looks here like it is CAT, UTX, HON, and DHR that are the biggest drags.