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 Technology26.2%+5.17 ppConsumer Discretionary7.6%+1.03 ppIndustrials12.5%+0.98 ppFinancials14.5%+0.40 ppMaterials3.4%+0.25 ppEnergy2.2%-0.33 ppUtilities3.2%-0.52 ppReal Estate3.1%-0.54 ppCommunication Services4.6%-0.59 ppConsumer Staples7.1%-2.07 ppHealth Care15.5%-3.78 pp

2 · Industry

Inside Consumer Discretionary

Automobile Manufacturers1.28%+0.99 ppHotels, Resorts & Cruise Lines0.53%+0.12 ppRestaurants1.39%-0.09 ppHomebuilding0.25%+0.05 ppBroadline Retail0.45%-0.05 ppAutomotive Parts & Equipment0.14%+0.04 ppApparel Retail0.48%-0.03 ppApparel, Accessories & Luxury Goods0.46%+0.02 ppAutomotive Retail0.13%-0.02 ppConsumer Electronics0.10%+0.01 ppHome Improvement Retail1.77%+0.01 ppCasinos & Gaming0.30%-0.01 ppLeisure Products0.05%-0.01 ppComputer & Electronics Retail0.11%-0.00 ppOther Specialty Retail0.08%+0.00 ppDistributors0.07%+0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Home Improvement Retail

Home Improvement Retail1.77%+0.009 pp
Concentrated

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

View all contributions →
Home Improvement Retail · weight
1.77%
Industry change · 12M
+0.01 pp
Home Improvement Retail · contribution
+0.009 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 2021 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Lowe's →
LOW
United States$140.8bn0.510%+0.217 pp+0.068 pp+89.9%Yes
Home Depot (The) →
HD
United States$348.6bn1.263%+0.565 pp-0.059 pp+50.6%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.