Defensive themes:

Staples breaking out CPB, GIS, KR, SWY, K , CVS, WAG, PEP, CL, TAP, CSG and UST.

Banks pulling back but holding in for the most part.

Select Pharam: MRK, FRX, JNJ, KOSP, and ABT. PPH- continues its run.
Utilities continue to work in the near-term: DYN, WMB, AYE, AEP, CNP, CMS, D, EIX and ETR.Others include: FPL, PCG, SRP, RRI TXU and XEL.
Tech that stood out: BMC, ORCL, INTU, FISV.Media: not as strong and not clear if defensive. CMCSA and CVC- leading the pack.
Telco: CZN, TWTC, Q, and VZ- working. Other parts are mixed.