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 Retail3.17%+2.77 ppHome Improvement Retail1.60%-0.35 ppApparel, Accessories & Luxury Goods0.39%-0.10 ppAutomobile Manufacturers1.73%+0.08 ppHotels, Resorts & Cruise Lines0.40%-0.07 ppApparel Retail0.48%+0.06 ppAutomotive Parts & Equipment0.09%-0.05 ppHomebuilding0.20%-0.03 ppAutomotive Retail0.18%+0.03 ppDistributors0.09%+0.02 ppCasinos & Gaming0.21%+0.02 ppConsumer Electronics0.06%-0.02 ppOther Specialty Retail0.10%+0.02 ppLeisure Products0.03%-0.01 ppComputer & Electronics Retail0.06%-0.01 ppRestaurants1.35%+0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
1.35%
Industry change · 12M
+0.00 pp
Restaurants · contribution
+0.002 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $193.0bn | 0.697% | +0.029 pp | +0.055 pp | +0.5% | Yes |
| Starbucks → SBUX | United States | $113.9bn | 0.411% | +0.031 pp | -0.029 pp | -13.2% | Yes |
| Domino's → DPZ | United States | $12.3bn | 0.044% | +0.001 pp | -0.022 pp | -37.9% | No |
| Darden Restaurants → DRI | United States | $16.9bn | 0.061% | -0.000 pp | -0.002 pp | -4.8% | Yes |
| Chipotle Mexican Grill → CMG | United States | $0.8bn | 0.003% | -0.001 pp | -0.000 pp | -20.6% | No |
| Yum! Brands → YUM | United States | $36.1bn | 0.130% | +0.011 pp | -0.000 pp | -6.0% | 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.