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›Consumer Discretionary›Home Improvement Retail›Home Improvement Retail

1 · Sector

Weight and 12M allocation change

Consumer Discretionary47.4%+40.34 ppMaterials1.1%-1.02 ppUtilities1.9%-1.24 ppReal Estate1.9%-1.31 ppCommunication Services1.9%-1.52 ppEnergy2.7%-2.03 ppConsumer Staples4.8%-4.53 ppInformation Technology10.1%-5.91 ppHealth Care9.9%-6.82 ppIndustrials8.2%-7.41 ppFinancials9.9%-8.55 pp

2 · Industry

Inside Consumer Discretionary

Consumer Electronics43.56%+43.49 ppHome Improvement Retail1.03%-0.81 ppRestaurants0.78%-0.69 ppHotels, Resorts & Cruise Lines0.45%-0.49 ppAutomobile Manufacturers0.28%-0.30 ppBroadline Retail0.27%-0.17 ppApparel, Accessories & Luxury Goods0.27%-0.14 ppCasinos & Gaming0.10%-0.11 ppApparel Retail0.23%-0.10 ppHomebuilding0.08%-0.08 ppAutomotive Parts & Equipment0.08%-0.07 ppAutomotive Retail0.07%-0.06 ppComputer & Electronics Retail0.07%-0.05 ppDistributors0.05%-0.04 ppOther Specialty Retail0.06%-0.03 ppLeisure Products0.04%-0.03 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Home Improvement Retail

Home Improvement Retail1.03%-0.806 pp
Concentrated

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

View all contributions →
Home Improvement Retail · weight
1.03%
Industry change · 12M
-0.81 pp
Home Improvement Retail · contribution
-0.806 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Home Depot (The) →
HD
United States$229.7bn0.741%-0.564 pp-0.597 pp+1.6%No
Lowe's →
LOW
United States$88.8bn0.286%-0.190 pp-0.209 pp+4.8%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.