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 Retail4.77%+1.35 ppHome Improvement Retail1.33%-0.23 ppAutomobile Manufacturers2.63%+0.18 ppApparel, Accessories & Luxury Goods0.49%+0.14 ppRestaurants1.20%-0.11 ppHomebuilding0.25%+0.07 ppHotels, Resorts & Cruise Lines0.49%+0.06 ppDistributors0.06%-0.03 ppAutomotive Parts & Equipment0.07%-0.03 ppAutomotive Retail0.16%-0.02 ppCasinos & Gaming0.18%-0.02 ppOther Specialty Retail0.08%-0.02 ppComputer & Electronics Retail0.05%-0.02 ppConsumer Electronics0.07%+0.01 ppLeisure Products0.02%-0.01 ppApparel Retail0.45%-0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Home Improvement Retail
Home Improvement Retail · weight
1.33%
Industry change · 12M
-0.23 pp
Home Improvement Retail · contribution
-0.228 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $312.0bn | 0.973% | -0.080 pp | -0.148 pp | -0.5% | Yes |
| Lowe's → LOW | United States | $114.3bn | 0.356% | -0.067 pp | -0.080 pp | -4.5% | 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.