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 Retail3.69%+3.31 ppAutomobile Manufacturers2.24%+0.67 ppHome Improvement Retail1.56%-0.27 ppApparel Retail0.46%+0.06 ppApparel, Accessories & Luxury Goods0.41%-0.05 ppRestaurants1.33%+0.05 ppCasinos & Gaming0.25%+0.04 ppHotels, Resorts & Cruise Lines0.46%-0.03 ppOther Specialty Retail0.11%+0.02 ppAutomotive Retail0.17%+0.02 ppAutomotive Parts & Equipment0.10%-0.02 ppDistributors0.08%+0.02 ppConsumer Electronics0.06%-0.02 ppLeisure Products0.03%-0.01 ppComputer & Electronics Retail0.07%-0.01 ppHomebuilding0.22%+0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Home Improvement Retail
Home Improvement Retail · weight
1.56%
Industry change · 12M
-0.27 pp
Home Improvement Retail · contribution
-0.265 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2023 · 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 |
|---|---|---|---|---|---|---|---|
| Home Depot (The) → HD | United States | $330.4bn | 1.131% | +0.055 pp | -0.158 pp | -9.4% | Yes |
| Lowe's → LOW | United States | $125.9bn | 0.431% | +0.002 pp | -0.107 pp | -10.5% | 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.