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
Hotels, Resorts & Cruise Lines41.91%+41.23 ppRestaurants0.79%-0.73 ppHome Improvement Retail0.99%-0.68 ppAutomobile Manufacturers0.87%+0.47 ppApparel Retail0.28%-0.27 ppCasinos & Gaming0.15%-0.25 ppApparel, Accessories & Luxury Goods0.29%-0.15 ppHomebuilding0.13%-0.10 ppBroadline Retail0.29%-0.09 ppAutomotive Retail0.07%-0.07 ppConsumer Electronics0.05%-0.04 ppOther Specialty Retail0.05%-0.04 ppComputer & Electronics Retail0.07%-0.04 ppDistributors0.03%-0.03 ppLeisure Products0.03%-0.03 ppAutomotive Parts & Equipment0.09%-0.02 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
0.79%
Industry change · 12M
-0.73 pp
Restaurants · contribution
-0.725 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2021 · 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 | $154.9bn | 0.371% | -0.379 pp | -0.424 pp | -0.4% | No |
| Starbucks → SBUX | United States | $114.0bn | 0.273% | -0.208 pp | -0.218 pp | +16.5% | No |
| Yum! Brands → YUM | United States | $30.6bn | 0.073% | -0.060 pp | -0.084 pp | -2.2% | No |
| Domino's → DPZ | United States | $14.6bn | 0.035% | -0.036 pp | +0.035 pp | +32.7% | No |
| Darden Restaurants → DRI | United States | $15.2bn | 0.036% | -0.020 pp | -0.033 pp | +1.0% | Yes |
| Chipotle Mexican Grill → CMG | United States | $0.8bn | 0.002% | -0.001 pp | -0.000 pp | +70.8% | 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.