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 Discretionary48.1%+41.00 ppMaterials1.1%-1.04 ppUtilities1.9%-1.28 ppReal Estate1.8%-1.40 ppCommunication Services1.9%-1.53 ppEnergy2.7%-2.04 ppConsumer Staples4.8%-4.56 ppInformation Technology10.0%-6.01 ppHealth Care10.1%-6.67 ppIndustrials8.1%-7.53 ppFinancials9.5%-8.94 pp

2 · Industry

Inside Consumer Discretionary

Consumer Electronics44.21%+44.14 ppHome Improvement Retail1.05%-0.78 ppRestaurants0.79%-0.67 ppHotels, Resorts & Cruise Lines0.47%-0.48 ppAutomobile Manufacturers0.26%-0.32 ppBroadline Retail0.26%-0.18 ppApparel, Accessories & Luxury Goods0.28%-0.13 ppCasinos & Gaming0.09%-0.12 ppApparel Retail0.23%-0.10 ppHomebuilding0.07%-0.09 ppAutomotive Parts & Equipment0.07%-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%-0.02 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Home Improvement Retail

Home Improvement Retail1.05%-0.783 pp
Concentrated

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

View all contributions →
Home Improvement Retail · weight
1.05%
Industry change · 12M
-0.78 pp
Home Improvement Retail · contribution
-0.783 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 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$237.0bn0.755%-0.610 pp-0.583 pp+4.8%No
Lowe's →
LOW
United States$92.8bn0.296%-0.178 pp-0.200 pp+10.7%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.