Flows are rotating into GEN while DD weakens

🇺🇸 A flow shift is emerging as investors pull $56M from $DD (DuPont de Nemours, Inc.) while simultaneously pouring $39M into GEN, signaling a pivot from defensive industrials to more growth-oriented themes. The net outflow remains high, with 152 clusters exiting versus 122 entering, underscoring caution despite the apparent rotation. The largest outflows cluster around DD, EMB, and AIR, reflecting broad-based risk-off signals, while the top inflow into GEN confirms continued appetite for growth. The critical next step is watching whether GEN sustains its inflow, which would suggest a more durable rotation, or if the outflows in industrials and EMs intensify, reinforcing the risk-off tone.