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![BenBrey Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::262650302.png) Capital Misallocation [@BenBrey](/creator/twitter/BenBrey) on x 8804 followers
Created: 2025-07-20 19:38:08 UTC

Just did a quick contribution analysis on the S&P XXX. YTD the index is up $XXX trillion with just XX stocks comprising XXX% of the gain. 

The biggest drags - AAPL (-20%), TSLA (-9%), and UNH (-6%) combined cut off 35%. 

It's truly amazing how top heavy this market is these days, especially in actual dollar contribution.

![](https://pbs.twimg.com/media/GwUyNS7W0AEfxyr.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947018205463032212/c:line.svg)

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[Post Link](https://x.com/BenBrey/status/1947018205463032212)