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
Home Improvement Retail1.66%+1.66 ppRestaurants1.38%+1.38 ppAutomobile Manufacturers1.24%+1.24 ppApparel, Accessories & Luxury Goods0.53%+0.53 ppHotels, Resorts & Cruise Lines0.47%+0.47 ppBroadline Retail0.45%+0.45 ppApparel Retail0.43%+0.43 ppHomebuilding0.23%+0.23 ppCasinos & Gaming0.21%+0.21 ppAutomotive Parts & Equipment0.15%+0.15 ppAutomotive Retail0.13%+0.13 ppConsumer Electronics0.10%+0.10 ppComputer & Electronics Retail0.10%+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 Casinos & Gaming
Casinos & Gaming · weight
0.21%
Industry change · 12M
+0.21 pp
Casinos & Gaming · contribution
+0.213 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Las Vegas Sands → LVS | United States | $32.4bn | 0.111% | -0.059 pp | +0.111 pp | -3.0% | No |
| MGM Resorts → MGM | United States | $18.4bn | 0.063% | -0.010 pp | +0.063 pp | +133.3% | Yes |
| Wynn Resorts → WYNN | United States | $11.4bn | 0.039% | -0.015 pp | +0.039 pp | +35.8% | 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.