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›Broadline Retail›Broadline Retail

1 · Sector

Weight and 12M allocation change

Information Technology26.9%+26.90 ppHealth Care15.8%+15.74 ppIndustrials12.3%+12.31 ppConsumer Discretionary7.4%+7.35 ppConsumer Staples7.1%+7.09 ppCommunication Services4.5%+4.49 ppMaterials3.3%+3.27 ppReal Estate3.1%+3.13 ppUtilities3.0%+2.97 ppEnergy2.4%+2.40 ppFinancials14.3%-85.64 pp

2 · Industry

Inside Consumer Discretionary

Home Improvement Retail1.68%+1.68 ppRestaurants1.33%+1.33 ppAutomobile Manufacturers1.27%+1.27 ppApparel, Accessories & Luxury Goods0.51%+0.51 ppHotels, Resorts & Cruise Lines0.49%+0.49 ppBroadline Retail0.48%+0.47 ppApparel Retail0.44%+0.44 ppCasinos & Gaming0.27%+0.27 ppHomebuilding0.23%+0.23 ppAutomotive Parts & Equipment0.15%+0.15 ppAutomotive Retail0.12%+0.12 ppComputer & Electronics Retail0.10%+0.10 ppConsumer Electronics0.10%+0.10 ppOther Specialty Retail0.08%+0.08 ppDistributors0.06%+0.06 ppLeisure Products0.05%+0.05 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Broadline Retail

Broadline Retail0.48%+0.475 pp
Concentrated

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

View all contributions →
Broadline Retail · weight
0.48%
Industry change · 12M
+0.47 pp
Broadline Retail · contribution
+0.475 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Amazon →
AMZN
United States$86.7bn0.306%+0.154 pp+0.306 pp+24.7%Yes
eBay Inc. →
EBAY
United States$47.8bn0.169%+0.087 pp+0.169 pp+35.5%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.