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 Retail5.27%+1.58 ppAutomobile Manufacturers1.84%-0.74 ppRestaurants1.07%-0.27 ppHotels, Resorts & Cruise Lines0.54%+0.11 ppHomebuilding0.29%+0.07 ppCasinos & Gaming0.18%-0.07 ppAutomotive Parts & Equipment0.06%-0.04 ppHome Improvement Retail1.46%+0.03 ppApparel Retail0.46%+0.03 ppOther Specialty Retail0.09%-0.03 ppDistributors0.06%-0.02 ppConsumer Electronics0.08%+0.01 ppFootwear0.01%+0.01 ppComputer & Electronics Retail0.05%-0.01 ppApparel, Accessories & Luxury Goods0.38%-0.01 ppLeisure Products0.02%-0.00 ppAutomotive Retail0.16%-0.00 ppHomefurnishing Retail0.00%+0.00 pp
3 · Sub-industry
Inside Home Improvement Retail
Home Improvement Retail · weight
1.46%
Industry change · 12M
+0.03 pp
Home Improvement Retail · contribution
+0.030 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Home Depot (The) → HD | United States | $380.2bn | 1.054% | +0.026 pp | +0.032 pp | +33.4% | Yes |
| Lowe's → LOW | United States | $145.8bn | 0.404% | +0.023 pp | -0.003 pp | +30.0% | 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.