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 Retail4.75%+0.96 ppAutomobile Manufacturers2.43%-0.50 ppApparel, Accessories & Luxury Goods0.48%+0.17 ppHome Improvement Retail1.34%-0.16 ppRestaurants1.23%-0.06 ppApparel Retail0.48%+0.06 ppHomebuilding0.23%+0.06 ppHotels, Resorts & Cruise Lines0.47%+0.04 ppDistributors0.06%-0.03 ppAutomotive Retail0.16%-0.02 ppCasinos & Gaming0.20%+0.02 ppOther Specialty Retail0.08%-0.02 ppLeisure Products0.02%-0.01 ppConsumer Electronics0.07%+0.01 ppComputer & Electronics Retail0.05%-0.01 ppAutomotive Parts & Equipment0.08%-0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Other Specialty Retail
Other Specialty Retail · weight
0.08%
Industry change · 12M
-0.02 pp
Other Specialty Retail · contribution
-0.015 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Ulta Beauty → ULTA | United States | $18.8bn | 0.064% | +0.016 pp | -0.012 pp | -9.1% | Yes |
| Tractor Supply → TSCO | United States | $4.2bn | 0.014% | +0.004 pp | -0.003 pp | -10.8% | 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.