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›Homefurnishing Retail›All companies

1 · Sector

Weight and 12M allocation change

Information Technology28.3%+2.98 pp Consumer Discretionary12.3%+1.34 pp Industrials9.9%+0.26 pp Energy3.7%+0.18 pp Materials2.9%-0.09 pp Communication Services2.9%-0.40 pp Real Estate2.8%-0.49 pp Utilities2.8%-0.68 pp Consumer Staples7.1%-0.72 pp Financials11.1%-0.86 pp Health Care16.2%-1.52 pp

2 · Industry

Inside Consumer Discretionary

Automobile Manufacturers2.96%+1.52 pp Home Improvement Retail1.41%-0.16 pp Broadline Retail4.46%-0.15 pp Hotels, Resorts & Cruise Lines0.50%+0.09 pp Apparel Retail0.47%+0.07 pp Homebuilding0.24%+0.06 pp Restaurants1.21%-0.06 pp Other Specialty Retail0.08%-0.02 pp Distributors0.07%-0.02 pp Apparel, Accessories & Luxury Goods0.29%-0.01 pp Automotive Parts & Equipment0.09%+0.01 pp Automotive Retail0.17%-0.01 pp Casinos & Gaming0.20%+0.01 pp Consumer Electronics0.07%+0.01 pp Leisure Products0.03%-0.01 pp Computer & Electronics Retail0.05%-0.01 pp Footwear0.00%+0.00 pp Homefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Homefurnishing Retail

Mixed participation

Company contributions point in different directions.

View all contributions →

Homefurnishing Retail · weight

0.00%

Industry change · 12M

+0.00 pp

undefined · contribution

+0.000 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 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

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.