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 Retail3.79%+3.34 ppAutomobile Manufacturers2.92%+1.20 ppHome Improvement Retail1.51%-0.35 ppApparel, Accessories & Luxury Goods0.31%-0.21 ppAutomotive Parts & Equipment0.09%-0.07 ppHotels, Resorts & Cruise Lines0.43%-0.06 ppAutomotive Retail0.18%+0.05 ppComputer & Electronics Retail0.05%-0.05 ppConsumer Electronics0.06%-0.03 ppCasinos & Gaming0.18%-0.03 ppHomebuilding0.18%-0.03 ppDistributors0.09%+0.03 ppApparel Retail0.41%+0.02 ppLeisure Products0.03%-0.01 ppRestaurants1.29%+0.01 ppOther Specialty Retail0.09%+0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
1.29%
Industry change · 12M
+0.01 pp
Restaurants · contribution
+0.012 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| McDonald's → MCD | United States | $200.6bn | 0.712% | +0.043 pp | +0.099 pp | +13.5% | Yes |
| Starbucks → SBUX | United States | $99.4bn | 0.353% | +0.018 pp | -0.065 pp | -16.5% | Yes |
| Domino's → DPZ | United States | $11.8bn | 0.042% | -0.007 pp | -0.018 pp | -31.3% | No |
| Yum! Brands → YUM | United States | $33.6bn | 0.119% | -0.001 pp | -0.004 pp | -3.6% | No |
| Chipotle Mexican Grill → CMG | United States | $0.8bn | 0.003% | -0.000 pp | -0.000 pp | -15.8% | Yes |
| Darden Restaurants → DRI | United States | $17.5bn | 0.062% | +0.009 pp | -0.000 pp | +2.9% | 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.