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›Homefurnishing Retail›All companies

1 · Sector

Weight and 12M allocation change

Financials99.9%+83.96 pp Materials0.0%-2.85 pp Energy0.0%-3.56 pp Utilities0.0%-3.91 pp Real Estate0.0%-3.96 pp Communication Services0.0%-5.38 pp Consumer Discretionary0.0%-7.20 pp Consumer Staples0.0%-9.27 pp Industrials0.0%-13.40 pp Health Care0.0%-16.54 pp Information Technology0.0%-17.88 pp

2 · Industry

Inside Consumer Discretionary

Home Improvement Retail0.00%-1.83 pp Restaurants0.00%-1.80 pp Hotels, Resorts & Cruise Lines0.00%-0.69 pp Apparel Retail0.00%-0.57 pp Automobile Manufacturers0.00%-0.47 pp Apparel, Accessories & Luxury Goods0.00%-0.42 pp Broadline Retail0.00%-0.42 pp Automotive Retail0.00%-0.16 pp Homebuilding0.00%-0.15 pp Casinos & Gaming0.00%-0.14 pp Automotive Parts & Equipment0.00%-0.12 pp Computer & Electronics Retail0.00%-0.09 pp Other Specialty Retail0.00%-0.09 pp Consumer Electronics0.00%-0.09 pp Leisure Products0.00%-0.08 pp Distributors0.00%-0.07 pp Footwear0.00%+0.00 pp Homefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Homefurnishing Retail

Mixed participation

Company contributions point in different directions.

View all contributions →

Homefurnishing Retail · weight

0.00%

Industry change · 12M

+0.00 pp

undefined · contribution

+0.000 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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

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.