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
Broadline Retail0.30%-0.17 ppHome Improvement Retail1.53%-0.15 ppApparel, Accessories & Luxury Goods0.37%-0.14 ppHotels, Resorts & Cruise Lines0.39%-0.10 ppApparel Retail0.35%-0.09 ppCasinos & Gaming0.17%-0.09 ppAutomotive Parts & Equipment0.09%-0.06 ppHomebuilding0.18%-0.05 ppAutomotive Retail0.17%+0.05 ppComputer & Electronics Retail0.06%-0.04 ppRestaurants1.29%-0.04 ppConsumer Electronics0.07%-0.02 ppAutomobile Manufacturers1.24%-0.02 ppOther Specialty Retail0.09%+0.01 ppDistributors0.07%+0.01 ppLeisure Products0.04%-0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
1.29%
Industry change · 12M
-0.04 pp
Restaurants · contribution
-0.043 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 2022 · 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 |
|---|---|---|---|---|---|---|---|
| Starbucks → SBUX | United States | $87.6bn | 0.341% | -0.011 pp | -0.124 pp | -30.3% | No |
| McDonald's → MCD | United States | $182.6bn | 0.710% | +0.091 pp | +0.102 pp | +9.3% | Yes |
| Darden Restaurants → DRI | United States | $14.1bn | 0.055% | -0.002 pp | -0.013 pp | -20.1% | No |
| Domino's → DPZ | United States | $14.0bn | 0.055% | +0.005 pp | -0.009 pp | -15.7% | Yes |
| Yum! Brands → YUM | United States | $32.4bn | 0.126% | +0.011 pp | +0.005 pp | +0.4% | Yes |
| Chipotle Mexican Grill → CMG | United States | $0.0bn | 0.000% | -0.003 pp | -0.003 pp | -15.7% | 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.