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 Retail1.71%+1.71 ppAutomobile Manufacturers1.35%+1.35 ppRestaurants1.35%+1.35 ppHotels, Resorts & Cruise Lines0.51%+0.51 ppApparel, Accessories & Luxury Goods0.47%+0.47 ppBroadline Retail0.45%+0.45 ppApparel Retail0.41%+0.41 ppHomebuilding0.21%+0.21 ppCasinos & Gaming0.21%+0.21 ppAutomotive Parts & Equipment0.14%+0.14 ppAutomotive Retail0.14%+0.14 ppConsumer Electronics0.10%+0.10 ppComputer & Electronics Retail0.09%+0.09 ppOther Specialty Retail0.09%+0.09 ppDistributors0.06%+0.06 ppLeisure Products0.04%+0.04 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Home Improvement Retail
Home Improvement Retail · weight
1.71%
Industry change · 12M
+1.71 pp
Home Improvement Retail · contribution
+1.707 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 |
|---|---|---|---|---|---|---|---|
| Home Depot (The) → HD | United States | $346.4bn | 1.216% | +0.019 pp | +1.215 pp | +20.8% | Yes |
| Lowe's → LOW | United States | $140.5bn | 0.493% | +0.009 pp | +0.493 pp | +24.0% | 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.