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 Retail3.43%+2.98 ppAutomobile Manufacturers2.46%+0.64 ppHome Improvement Retail1.56%-0.41 ppApparel, Accessories & Luxury Goods0.35%-0.18 ppAutomotive Parts & Equipment0.10%-0.05 ppApparel Retail0.45%+0.04 ppAutomotive Retail0.18%+0.04 ppHomebuilding0.19%-0.04 ppDistributors0.09%+0.03 ppConsumer Electronics0.06%-0.03 ppComputer & Electronics Retail0.07%-0.02 ppLeisure Products0.03%-0.02 ppCasinos & Gaming0.20%+0.02 ppHotels, Resorts & Cruise Lines0.43%-0.01 ppOther Specialty Retail0.10%+0.01 ppRestaurants1.31%+0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
1.31%
Industry change · 12M
+0.01 pp
Restaurants · contribution
+0.008 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $199.8bn | 0.678% | +0.014 pp | +0.061 pp | +14.0% | No |
| Starbucks → SBUX | United States | $117.3bn | 0.398% | +0.053 pp | -0.036 pp | -4.6% | Yes |
| Domino's → DPZ | United States | $13.8bn | 0.047% | -0.001 pp | -0.018 pp | -25.0% | No |
| Yum! Brands → YUM | United States | $36.2bn | 0.123% | +0.010 pp | +0.001 pp | +6.8% | Yes |
| Darden Restaurants → DRI | United States | $18.0bn | 0.061% | +0.006 pp | +0.001 pp | +10.4% | Yes |
| Chipotle Mexican Grill → CMG | United States | $0.9bn | 0.003% | -0.000 pp | -0.000 pp | -1.0% | 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.