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 Technology28.3%+1.04 ppFinancials11.9%+0.79 ppConsumer Discretionary12.0%+0.65 ppIndustrials10.6%+0.56 ppConsumer Staples7.5%-0.03 ppMaterials2.9%-0.23 ppEnergy3.3%-0.30 ppReal Estate2.7%-0.32 ppCommunication Services2.8%-0.43 ppUtilities2.7%-0.60 ppHealth Care15.4%-1.13 pp

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 Homebuilding

Homebuilding0.29%+0.073 pp
Concentrated

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

View all contributions →
Homebuilding · weight
0.29%
Industry change · 12M
+0.07 pp
Homebuilding · contribution
+0.073 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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
D. R. Horton →
DHI
United States$54.6bn0.151%+0.000 pp+0.037 pp+69.9%Yes
PulteGroup →
PHM
United States$25.6bn0.071%+0.005 pp+0.026 pp+108.6%Yes
NVR, Inc. →
NVR
United States$25.8bn0.072%+0.005 pp+0.010 pp+45.4%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.