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 Industrials
Aerospace & Defense2.26%+2.26 ppIndustrial Machinery & Supplies & Components0.61%+0.60 ppIndustrial Conglomerates0.58%+0.58 ppRail Transportation0.47%+0.47 ppAir Freight & Logistics0.42%+0.42 ppConstruction Machinery & Heavy Transportation Equipment0.39%+0.39 ppElectrical Components & Equipment0.33%+0.33 ppBuilding Products0.30%+0.30 ppAgricultural & Farm Machinery0.23%+0.23 ppHuman Resource & Employment Services0.23%+0.23 ppEnvironmental & Facilities Services0.20%+0.20 ppPassenger Airlines0.17%+0.17 ppResearch & Consulting Services0.10%+0.10 ppTrading Companies & Distributors0.07%+0.07 ppDiversified Support Services0.06%+0.06 ppCargo Ground Transportation0.05%+0.05 ppConstruction & Engineering0.05%+0.05 ppHeavy Electrical Equipment0.04%+0.04 ppData Processing & Outsourced Services0.03%+0.03 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Human Resource & Employment Services
Human Resource & Employment Services · weight
0.23%
Industry change · 12M
+0.23 pp
Human Resource & Employment Services · contribution
+0.226 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Automatic Data Processing → ADP | United States | $80.7bn | 0.158% | -0.148 pp | +0.157 pp | +41.1% | No |
| Paychex → PAYX | United States | $35.3bn | 0.069% | -0.067 pp | +0.069 pp | +61.0% | 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.