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›Homebuilding›Homebuilding

1 · Sector

Weight and 12M allocation change

Information Technology28.6%+15.12 ppHealth Care17.0%+8.92 ppFinancials12.8%+5.42 ppConsumer Staples7.5%+3.67 ppIndustrials10.3%+3.67 ppEnergy3.3%+2.11 ppReal Estate3.4%+1.82 ppUtilities3.4%+1.74 ppMaterials3.3%+1.63 ppCommunication Services3.6%+1.16 ppConsumer Discretionary7.0%-45.25 pp

2 · Industry

Inside Consumer Discretionary

Hotels, Resorts & Cruise Lines0.52%-48.10 ppAutomobile Manufacturers1.68%+1.01 ppHome Improvement Retail1.49%+0.58 ppRestaurants1.20%+0.49 ppApparel, Accessories & Luxury Goods0.42%+0.18 ppBroadline Retail0.39%+0.16 ppApparel Retail0.35%+0.11 ppAutomotive Retail0.15%+0.08 ppHomebuilding0.17%+0.05 ppOther Specialty Retail0.09%+0.05 ppCasinos & Gaming0.19%+0.04 ppAutomotive Parts & Equipment0.11%+0.04 ppDistributors0.06%+0.03 ppConsumer Electronics0.08%+0.03 ppComputer & Electronics Retail0.07%+0.01 ppLeisure Products0.04%+0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Homebuilding

Homebuilding0.17%+0.050 pp
Concentrated

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

View all contributions →
Homebuilding · weight
0.17%
Industry change · 12M
+0.05 pp
Homebuilding · contribution
+0.050 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2022 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
D. R. Horton →
DHI
United States$26.4bn0.089%-0.035 pp+0.025 pp-15.6%No
NVR, Inc. →
NVR
United States$15.1bn0.051%-0.015 pp+0.017 pp-5.2%No
PulteGroup →
PHM
United States$10.4bn0.035%-0.011 pp+0.008 pp-19.2%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.