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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Consumer Discretionary
Home Improvement Retail0.00%-1.72 ppRestaurants0.00%-1.63 ppHotels, Resorts & Cruise Lines0.00%-0.76 ppApparel Retail0.00%-0.57 ppAutomobile Manufacturers0.00%-0.49 ppApparel, Accessories & Luxury Goods0.00%-0.47 ppBroadline Retail0.00%-0.45 ppAutomotive Retail0.00%-0.16 ppCasinos & Gaming0.00%-0.15 ppHomebuilding0.00%-0.13 ppOther Specialty Retail0.00%-0.13 ppAutomotive Parts & Equipment0.00%-0.12 ppComputer & Electronics Retail0.00%-0.11 ppConsumer Electronics0.00%-0.10 ppDistributors0.00%-0.09 ppLeisure Products0.00%-0.06 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
0.00%
Industry change · 12M
-1.63 pp
Restaurants · contribution
-1.629 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2020 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| McDonald's → MCD | United States | $123.3bn | 0.001% | -0.729 pp | -0.834 pp | -10.8% | No |
| Starbucks → SBUX | United States | $77.2bn | 0.000% | -0.509 pp | -0.531 pp | -10.0% | No |
| Yum! Brands → YUM | United States | $20.6bn | 0.000% | -0.149 pp | -0.176 pp | -30.2% | No |
| Darden Restaurants → DRI | United States | $6.6bn | 0.000% | -0.066 pp | -0.086 pp | -53.9% | No |
| Chipotle Mexican Grill → CMG | United States | $0.4bn | 0.000% | -0.002 pp | -0.002 pp | -7.9% | 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.