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›Restaurants›Restaurants

1 · Sector

Weight and 12M allocation change

Information Technology27.3%+27.25 ppHealth Care16.4%+16.43 ppIndustrials12.2%+12.14 ppConsumer Discretionary7.3%+7.28 ppConsumer Staples7.1%+7.13 ppCommunication Services4.4%+4.36 ppMaterials3.3%+3.25 ppReal Estate3.2%+3.19 ppUtilities3.0%+3.01 ppEnergy2.1%+2.14 ppFinancials13.7%-86.17 pp

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 Restaurants

Restaurants1.38%+1.380 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.38%
Industry change · 12M
+1.38 pp
Restaurants · contribution
+1.380 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$181.1bn0.621%-0.017 pp+0.620 pp+27.9%Yes
Starbucks →
SBUX
United States$143.2bn0.491%+0.002 pp+0.491 pp+61.6%Yes
Yum! Brands →
YUM
United States$39.1bn0.134%+0.004 pp+0.134 pp+47.0%Yes
Domino's →
DPZ
United States$19.4bn0.066%+0.007 pp+0.066 pp+37.1%Yes
Darden Restaurants →
DRI
United States$19.1bn0.065%-0.004 pp+0.065 pp+96.0%Yes
Chipotle Mexican Grill →
CMG
United States$1.0bn0.004%+0.001 pp+0.004 pp+61.3%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.