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›Home Improvement Retail›Home Improvement Retail

1 · Sector

Weight and 12M allocation change

Information Technology29.3%+4.19 ppConsumer Discretionary12.5%+1.15 ppIndustrials10.5%+0.21 ppReal Estate2.8%-0.41 ppMaterials2.8%-0.42 ppCommunication Services2.8%-0.51 ppUtilities2.6%-0.62 ppEnergy3.1%-0.63 ppConsumer Staples6.6%-0.85 ppFinancials11.6%-1.05 ppHealth Care15.5%-1.06 pp

2 · Industry

Inside Consumer Discretionary

Broadline Retail5.33%+1.85 ppAutomobile Manufacturers2.11%-0.53 ppRestaurants1.13%-0.19 ppHotels, Resorts & Cruise Lines0.53%+0.07 ppHomebuilding0.28%+0.06 ppCasinos & Gaming0.19%-0.06 ppApparel, Accessories & Luxury Goods0.45%+0.05 ppAutomotive Parts & Equipment0.06%-0.05 ppDistributors0.06%-0.03 ppApparel Retail0.47%+0.02 ppOther Specialty Retail0.09%-0.02 ppHome Improvement Retail1.48%-0.02 ppAutomotive Retail0.16%-0.01 ppComputer & Electronics Retail0.05%-0.01 ppConsumer Electronics0.08%+0.01 ppLeisure Products0.02%-0.01 ppFootwear0.00%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Home Improvement Retail

Home Improvement Retail1.48%-0.018 pp
Concentrated

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

View all contributions →
Home Improvement Retail · weight
1.48%
Industry change · 12M
-0.02 pp
Home Improvement Retail · contribution
-0.018 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2024 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Lowe's →
LOW
United States$138.4bn0.397%+0.040 pp-0.041 pp+19.4%Yes
Home Depot (The) →
HD
United States$378.8bn1.085%+0.113 pp+0.023 pp+31.9%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.