Observatory · observe first

Follow the allocation change

Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.

Historical time machine
Historical observation
20182026
Universe›Financials›Multi-Sector Holdings›Multi-Sector Holdings

1 · Sector

Weight and 12M allocation change

Information Technology17.0%+0.98 ppEnergy5.1%+0.38 ppUtilities3.4%+0.28 ppReal Estate3.4%+0.12 ppHealth Care16.8%+0.09 ppConsumer Discretionary7.1%+0.05 ppMaterials2.1%-0.04 ppCommunication Services3.3%-0.22 ppFinancials18.2%-0.27 ppIndustrials15.0%-0.59 ppConsumer Staples8.6%-0.79 pp

2 · Industry

Inside Financials

Diversified Banks7.98%-0.46 ppFinancial Exchanges & Data0.98%+0.13 ppInsurance Brokers0.55%+0.03 ppTransaction & Payment Processing Services1.55%+0.03 ppAsset Management & Custody Banks1.19%-0.02 ppInvestment Banking & Brokerage1.64%+0.02 ppMulti-line Insurance0.44%-0.01 ppConsumer Finance0.95%-0.01 ppRegional Banks0.79%+0.01 ppLife & Health Insurance0.85%+0.01 ppReinsurance0.06%+0.00 ppProperty & Casualty Insurance1.22%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp

3 · Sub-industry

Inside Multi-Sector Holdings

Multi-Sector Holdings0.00%-0.000 pp
Concentrated

Most of this industry's losses came from a few companies.

View all contributions →
Multi-Sector Holdings · weight
0.00%
Industry change · 12M
-0.00 pp
Multi-Sector Holdings · contribution
-0.000 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 2018 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Berkshire Hathaway →
BRK.B
United States$0.2bn0.001%-0.000 pp-0.000 pp-9.6%No

Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.