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 Technology34.6%+6.31 ppUtilities2.9%+0.04 ppConsumer Staples7.1%+0.00 ppReal Estate2.6%-0.16 ppIndustrials9.7%-0.18 ppFinancials11.0%-0.18 ppMaterials2.6%-0.35 ppCommunication Services2.5%-0.43 ppConsumer Discretionary11.3%-1.04 ppEnergy2.5%-1.29 ppHealth Care13.5%-2.72 pp

2 · Industry

Inside Consumer Discretionary

Automobile Manufacturers2.15%-0.80 ppBroadline Retail4.63%+0.17 ppHome Improvement Retail1.29%-0.12 ppRestaurants1.12%-0.09 ppCasinos & Gaming0.14%-0.06 ppAutomotive Parts & Equipment0.04%-0.05 ppHomebuilding0.28%+0.04 ppApparel Retail0.42%-0.04 ppAutomotive Retail0.14%-0.03 ppOther Specialty Retail0.06%-0.02 ppDistributors0.05%-0.02 ppApparel, Accessories & Luxury Goods0.28%-0.02 ppConsumer Electronics0.08%+0.01 ppHotels, Resorts & Cruise Lines0.49%-0.01 ppFootwear0.01%+0.01 ppLeisure Products0.02%-0.01 ppComputer & Electronics Retail0.05%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Home Improvement Retail

Home Improvement Retail1.29%-0.115 pp
Concentrated

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

View all contributions →
Home Improvement Retail · weight
1.29%
Industry change · 12M
-0.12 pp
Home Improvement Retail · contribution
-0.115 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Home Depot (The) →
HD
United States$402.5bn0.937%+0.297 pp-0.072 pp+37.6%Yes
Lowe's →
LOW
United States$153.7bn0.358%+0.122 pp-0.043 pp+33.0%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.