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›Homebuilding›Homebuilding

1 · Sector

Weight and 12M allocation change

Information Technology29.9%+5.36 ppConsumer Discretionary12.3%+1.32 ppMaterials2.8%-0.26 ppCommunication Services2.9%-0.31 ppIndustrials9.8%-0.31 ppReal Estate2.9%-0.32 ppUtilities2.9%-0.55 ppEnergy3.3%-0.63 ppConsumer Staples6.8%-0.92 ppFinancials11.2%-1.15 ppHealth Care15.3%-2.24 pp

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 Homebuilding

Homebuilding0.25%+0.068 pp
Concentrated

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

View all contributions →
Homebuilding · weight
0.25%
Industry change · 12M
+0.07 pp
Homebuilding · contribution
+0.068 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
D. R. Horton →
DHI
United States$42.5bn0.133%+0.004 pp+0.032 pp+50.3%Yes
PulteGroup →
PHM
United States$19.1bn0.059%+0.002 pp+0.025 pp+99.6%Yes
NVR, Inc. →
NVR
United States$19.6bn0.061%-0.005 pp+0.011 pp+32.7%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.