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
Universe›Consumer Discretionary›Home Improvement Retail›Home Improvement Retail

1 · Sector

Weight and 12M allocation change

Consumer Discretionary11.4%+4.38 ppEnergy3.6%+0.25 ppConsumer Staples7.5%+0.07 ppUtilities3.3%-0.11 ppMaterials3.1%-0.19 ppIndustrials10.0%-0.23 ppReal Estate3.1%-0.29 ppCommunication Services3.2%-0.40 ppHealth Care16.5%-0.47 ppInformation Technology27.3%-1.33 ppFinancials11.1%-1.69 pp

2 · Industry

Inside Consumer Discretionary

Broadline Retail3.69%+3.30 ppAutomobile Manufacturers2.57%+0.90 ppRestaurants1.34%+0.14 ppHotels, Resorts & Cruise Lines0.43%-0.09 ppApparel Retail0.43%+0.09 ppHome Improvement Retail1.43%-0.06 ppCasinos & Gaming0.25%+0.06 ppHomebuilding0.22%+0.05 ppApparel, Accessories & Luxury Goods0.39%-0.03 ppOther Specialty Retail0.11%+0.02 ppDistributors0.08%+0.02 ppAutomotive Retail0.17%+0.02 ppLeisure Products0.03%-0.01 ppConsumer Electronics0.07%-0.01 ppComputer & Electronics Retail0.06%-0.01 ppAutomotive Parts & Equipment0.10%-0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Home Improvement Retail

Home Improvement Retail1.43%-0.062 pp
Concentrated

Most of this industry's losses came from a few companies.

View all contributions →
Home Improvement Retail · weight
1.43%
Industry change · 12M
-0.06 pp
Home Improvement Retail · contribution
-0.062 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2023 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Lowe's →
LOW
United States$119.3bn0.407%-0.028 pp-0.043 pp+0.9%No
Home Depot (The) →
HD
United States$299.5bn1.022%-0.140 pp-0.019 pp+1.2%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.