The Dow is down 4,655 points YTD as of yesterday's close, of which:

15% is $BA (-704 pts) &amp; 7% is $RTX (-331)
25% is Financials: $GS (-363), $JPM (-296 points), $TRV (-271) &amp; $AXP (-253)
14% is from weakness in commodity prices: $CAT (-270), $CVX (-210) &amp; $XOM (-170)

$DIA $XLF