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

Information Technology27.2%+9.30 ppHealth Care16.9%+0.36 ppMaterials3.2%-0.04 ppConsumer Discretionary6.8%-0.33 ppCommunication Services4.9%-0.41 ppUtilities3.4%-0.47 ppConsumer Staples8.5%-0.55 ppReal Estate3.2%-0.60 ppIndustrials11.8%-1.61 ppEnergy1.6%-1.86 ppFinancials12.5%-3.80 pp

2 · Industry

Inside Consumer Discretionary

Hotels, Resorts & Cruise Lines0.40%-0.28 ppApparel Retail0.43%-0.14 ppBroadline Retail0.52%+0.14 ppHome Improvement Retail1.92%+0.14 ppCasinos & Gaming0.26%-0.13 ppApparel, Accessories & Luxury Goods0.52%+0.08 ppAutomobile Manufacturers0.37%-0.07 ppRestaurants1.50%-0.05 ppComputer & Electronics Retail0.14%+0.04 ppAutomotive Retail0.13%-0.02 ppDistributors0.06%-0.02 ppOther Specialty Retail0.07%-0.01 ppHomebuilding0.24%+0.01 ppLeisure Products0.05%-0.01 ppAutomotive Parts & Equipment0.12%+0.00 ppConsumer Electronics0.09%-0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Home Improvement Retail

Home Improvement Retail1.92%+0.137 pp
Concentrated

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

View all contributions →
Home Improvement Retail · weight
1.92%
Industry change · 12M
+0.14 pp
Home Improvement Retail · contribution
+0.137 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Lowe's →
LOW
United States$119.5bn0.566%+0.565 pp+0.117 pp+44.2%Yes
Home Depot (The) →
HD
United States$287.1bn1.359%+1.358 pp+0.020 pp+16.5%Yes

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.