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 Retail4.83%+1.14 ppAutomobile Manufacturers2.04%-0.20 ppRestaurants1.16%-0.17 ppHome Improvement Retail1.41%-0.15 ppHotels, Resorts & Cruise Lines0.54%+0.09 ppCasinos & Gaming0.19%-0.06 ppHomebuilding0.27%+0.06 ppApparel, Accessories & Luxury Goods0.45%+0.04 ppAutomotive Parts & Equipment0.07%-0.04 ppDistributors0.06%-0.02 ppComputer & Electronics Retail0.05%-0.02 ppOther Specialty Retail0.09%-0.02 ppAutomotive Retail0.15%-0.01 ppLeisure Products0.02%-0.01 ppConsumer Electronics0.07%+0.00 ppApparel Retail0.46%-0.00 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Casinos & Gaming
Casinos & Gaming · weight
0.19%
Industry change · 12M
-0.06 pp
Casinos & Gaming · contribution
-0.062 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 |
|---|---|---|---|---|---|---|---|
| Las Vegas Sands → LVS | United States | $37.4bn | 0.111% | -0.012 pp | -0.043 pp | -16.5% | No |
| MGM Resorts → MGM | United States | $14.8bn | 0.044% | +0.002 pp | -0.010 pp | +4.7% | No |
| Wynn Resorts → WYNN | United States | $10.7bn | 0.032% | -0.002 pp | -0.008 pp | -8.2% | 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.