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›Financials›Multi-Sector Holdings›Multi-Sector Holdings

1 · Sector

Weight and 12M allocation change

Materials32.5%+2.94 ppFinancials8.1%+0.31 ppConsumer Staples5.2%+0.08 ppIndustrials7.1%-0.13 ppInformation Technology20.9%-0.23 ppUtilities1.9%-0.23 ppEnergy2.1%-0.24 ppCommunication Services1.8%-0.26 ppReal Estate1.8%-0.29 ppConsumer Discretionary8.2%-0.72 ppHealth Care10.3%-1.24 pp

2 · Industry

Inside Financials

Asset Management & Custody Banks0.66%+0.30 ppDiversified Banks2.62%+0.20 ppTransaction & Payment Processing Services0.79%-0.14 ppProperty & Casualty Insurance0.77%+0.08 ppInsurance Brokers0.52%-0.07 ppFinancial Exchanges & Data0.76%-0.05 ppLife & Health Insurance0.32%-0.02 ppConsumer Finance0.45%+0.02 ppRegional Banks0.22%+0.01 ppMulti-line Insurance0.14%-0.00 ppInvestment Banking & Brokerage0.80%-0.00 ppMulti-Sector Holdings0.00%-0.00 ppReinsurance0.03%-0.00 pp

3 · Sub-industry

Inside Multi-Sector Holdings

Multi-Sector Holdings0.00%-0.000 pp
Concentrated

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

View all contributions →
Multi-Sector Holdings · weight
0.00%
Industry change · 12M
-0.00 pp
Multi-Sector Holdings · contribution
-0.000 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Berkshire Hathaway →
BRK.B
United States$0.4bn0.001%-0.000 pp-0.000 pp+19.3%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.