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›Industrials›Passenger Airlines›Passenger Airlines

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 Industrials

Aerospace & Defense3.90%+3.90 ppIndustrial Machinery & Supplies & Components1.13%+1.13 ppIndustrial Conglomerates1.01%+1.01 ppRail Transportation0.93%+0.93 ppAir Freight & Logistics0.77%+0.77 ppElectrical Components & Equipment0.67%+0.67 ppConstruction Machinery & Heavy Transportation Equipment0.62%+0.62 ppBuilding Products0.61%+0.61 ppHuman Resource & Employment Services0.43%+0.43 ppEnvironmental & Facilities Services0.41%+0.41 ppAgricultural & Farm Machinery0.39%+0.39 ppPassenger Airlines0.24%+0.24 ppResearch & Consulting Services0.22%+0.22 ppTrading Companies & Distributors0.14%+0.14 ppCargo Ground Transportation0.12%+0.12 ppDiversified Support Services0.11%+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 Passenger Airlines

Passenger Airlines0.24%+0.235 pp
Concentrated

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

View all contributions →
Passenger Airlines · weight
0.24%
Industry change · 12M
+0.24 pp
Passenger Airlines · contribution
+0.235 pp
Company participation
0%
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
Southwest Airlines →
LUV
United States$29.5bn0.098%-0.032 pp+0.098 pp+32.5%No
Delta Air Lines →
DAL
United States$25.9bn0.087%-0.023 pp+0.086 pp+31.1%No
United Airlines Holdings →
UAL
United States$15.1bn0.050%-0.017 pp+0.050 pp+29.2%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.