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 Retail3.48%+3.10 ppAutomobile Manufacturers2.64%+1.13 ppHome Improvement Retail1.50%-0.16 ppRestaurants1.32%+0.07 ppApparel Retail0.44%+0.06 ppHotels, Resorts & Cruise Lines0.46%-0.06 ppApparel, Accessories & Luxury Goods0.39%-0.05 ppCasinos & Gaming0.25%+0.04 ppAutomotive Retail0.18%+0.03 ppDistributors0.09%+0.03 ppOther Specialty Retail0.11%+0.02 ppLeisure Products0.03%-0.02 ppComputer & Electronics Retail0.06%-0.02 ppAutomotive Parts & Equipment0.11%-0.01 ppHomebuilding0.21%+0.01 ppConsumer Electronics0.07%-0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Restaurants
Restaurants · weight
1.32%
Industry change · 12M
+0.07 pp
Restaurants · contribution
+0.075 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| McDonald's → MCD | United States | $193.0bn | 0.679% | +0.001 pp | +0.047 pp | +10.3% | No |
| Starbucks → SBUX | United States | $117.3bn | 0.412% | +0.014 pp | +0.046 pp | +13.9% | Yes |
| Domino's → DPZ | United States | $10.4bn | 0.037% | -0.010 pp | -0.018 pp | -31.2% | No |
| Darden Restaurants → DRI | United States | $17.4bn | 0.061% | +0.000 pp | -0.003 pp | +2.1% | No |
| Yum! Brands → YUM | United States | $35.6bn | 0.125% | +0.002 pp | +0.002 pp | +5.7% | Yes |
| Chipotle Mexican Grill → CMG | United States | $0.8bn | 0.003% | -0.000 pp | -0.000 pp | -2.1% | 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.