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 Technology27.9%+27.90 ppHealth Care16.3%+16.24 ppIndustrials12.0%+11.94 ppConsumer Discretionary7.1%+7.11 ppConsumer Staples7.0%+6.96 ppCommunication Services4.3%+4.32 ppMaterials3.3%+3.25 ppReal Estate3.2%+3.20 ppUtilities3.1%+3.05 ppEnergy2.0%+2.04 ppFinancials13.9%-86.02 pp

2 · Industry

Inside Consumer Discretionary

Home Improvement Retail1.62%+1.62 ppRestaurants1.32%+1.32 ppAutomobile Manufacturers1.21%+1.21 ppApparel, Accessories & Luxury Goods0.51%+0.51 ppBroadline Retail0.46%+0.46 ppHotels, Resorts & Cruise Lines0.46%+0.46 ppApparel Retail0.43%+0.43 ppHomebuilding0.22%+0.22 ppCasinos & Gaming0.22%+0.22 ppAutomotive Parts & Equipment0.14%+0.14 ppAutomotive Retail0.12%+0.12 ppConsumer Electronics0.11%+0.11 ppComputer & Electronics Retail0.10%+0.10 ppOther Specialty Retail0.09%+0.09 ppDistributors0.06%+0.06 ppLeisure Products0.05%+0.05 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Restaurants

Restaurants1.32%+1.317 pp
Concentrated

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

View all contributions →
Restaurants · weight
1.32%
Industry change · 12M
+1.32 pp
Restaurants · contribution
+1.317 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McDonald's →
MCD
United States$177.3bn0.593%-0.032 pp+0.592 pp+13.8%Yes
Starbucks →
SBUX
United States$138.5bn0.463%-0.017 pp+0.463 pp+41.4%Yes
Yum! Brands →
YUM
United States$38.7bn0.130%+0.002 pp+0.129 pp+39.1%Yes
Darden Restaurants →
DRI
United States$19.7bn0.066%-0.001 pp+0.066 pp+77.2%Yes
Domino's →
DPZ
United States$19.0bn0.064%+0.004 pp+0.064 pp+27.5%Yes
Chipotle Mexican Grill →
CMG
United States$1.1bn0.004%+0.001 pp+0.004 pp+45.3%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.