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›Industrials›Passenger Airlines›Passenger Airlines

1 · Sector

Weight and 12M allocation change

Information Technology19.1%+9.77 ppFinancials16.2%+6.99 ppHealth Care16.6%+6.66 ppIndustrials13.4%+5.77 ppConsumer Staples8.8%+3.81 ppCommunication Services5.2%+3.23 ppUtilities3.9%+1.91 ppMaterials3.1%+1.72 ppReal Estate3.6%+1.56 ppEnergy3.2%+0.74 ppConsumer Discretionary6.9%-42.15 pp

2 · Industry

Inside Industrials

Aerospace & Defense5.63%+2.52 ppIndustrial Conglomerates1.21%+0.55 ppIndustrial Machinery & Supplies & Components0.97%+0.44 ppRail Transportation0.98%+0.38 ppElectrical Components & Equipment0.63%+0.26 ppConstruction Machinery & Heavy Transportation Equipment0.63%+0.25 ppHuman Resource & Employment Services0.52%+0.23 ppEnvironmental & Facilities Services0.45%+0.21 ppBuilding Products0.41%+0.18 ppAir Freight & Logistics0.62%+0.17 ppPassenger Airlines0.41%+0.12 ppResearch & Consulting Services0.22%+0.11 ppDiversified Support Services0.13%+0.11 ppAgricultural & Farm Machinery0.25%+0.07 ppTrading Companies & Distributors0.10%+0.05 ppCargo Ground Transportation0.08%+0.04 ppConstruction & Engineering0.08%+0.04 ppData Processing & Outsourced Services0.07%+0.03 ppHeavy Electrical Equipment0.00%+0.00 ppPassenger Ground Transportation0.00%+0.00 pp

3 · Sub-industry

Inside Passenger Airlines

Passenger Airlines0.41%+0.119 pp
Concentrated

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

View all contributions →
Passenger Airlines · weight
0.41%
Industry change · 12M
+0.12 pp
Passenger Airlines · contribution
+0.119 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2020 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Delta Air Lines →
DAL
United States$36.0bn0.178%-0.008 pp+0.066 pp+15.8%No
Southwest Airlines →
LUV
United States$28.9bn0.143%-0.015 pp+0.037 pp-1.8%No
United Airlines Holdings →
UAL
United States$18.9bn0.093%-0.026 pp+0.015 pp-14.3%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.