Source: "This Week in Earnings", IBES by Refinitiv
To cut right to the chase, the overall "estimated" S&P 500 earnings growth for 2020 fell about 1/2 of 1% in January 2020, which, if we annualize, puts the expected 10% S&P 500 EPS growth rate in 2020 of 10% closer to 4-5% for the calendar year.
The highlighted boxes show upward revisions to expected growth within the Financials and Technology sectors, which comprise 24.4% and 12.6% (37% total) of the S&P 500's market cap respectively.
Just owning the three sectors of Tech, Healthcare and Financials gets