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 & Defense4.22%+4.21 ppIndustrial Machinery & Supplies & Components1.14%+1.14 ppIndustrial Conglomerates1.05%+1.05 ppAir Freight & Logistics0.87%+0.87 ppRail Transportation0.84%+0.84 ppConstruction Machinery & Heavy Transportation Equipment0.67%+0.67 ppElectrical Components & Equipment0.64%+0.64 ppBuilding Products0.59%+0.59 ppHuman Resource & Employment Services0.43%+0.43 ppEnvironmental & Facilities Services0.39%+0.39 ppAgricultural & Farm Machinery0.39%+0.39 ppPassenger Airlines0.27%+0.27 ppResearch & Consulting Services0.20%+0.20 ppTrading Companies & Distributors0.13%+0.13 ppDiversified Support Services0.11%+0.11 ppCargo Ground Transportation0.11%+0.11 ppConstruction & Engineering0.10%+0.10 ppHeavy Electrical Equipment0.09%+0.09 ppData Processing & Outsourced Services0.07%+0.07 ppPassenger Ground Transportation0.00%+0.00 pp
3 · Sub-industry
Inside Human Resource & Employment Services
Human Resource & Employment Services · weight
0.43%
Industry change · 12M
+0.43 pp
Human Resource & Employment Services · contribution
+0.434 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
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Automatic Data Processing → ADP | United States | $84.5bn | 0.298% | +0.141 pp | +0.298 pp | +36.3% | Yes |
| Paychex → PAYX | United States | $38.7bn | 0.137% | +0.067 pp | +0.136 pp | +45.9% | 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.