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 Technology34.6%+6.31 pp Utilities2.9%+0.04 pp Consumer Staples7.1%+0.00 pp Real Estate2.6%-0.16 pp Industrials9.7%-0.18 pp Financials11.0%-0.18 pp Materials2.6%-0.35 pp Communication Services2.5%-0.43 pp Consumer Discretionary11.3%-1.04 pp Energy2.5%-1.29 pp Health Care13.5%-2.72 pp

2 · Industry

Inside Consumer Discretionary

Automobile Manufacturers2.15%-0.80 pp Broadline Retail4.63%+0.17 pp Home Improvement Retail1.29%-0.12 pp Restaurants1.12%-0.09 pp Casinos & Gaming0.14%-0.06 pp Automotive Parts & Equipment0.04%-0.05 pp Homebuilding0.28%+0.04 pp Apparel Retail0.42%-0.04 pp Automotive Retail0.14%-0.03 pp Other Specialty Retail0.06%-0.02 pp Distributors0.05%-0.02 pp Apparel, Accessories & Luxury Goods0.28%-0.02 pp Consumer Electronics0.08%+0.01 pp Hotels, Resorts & Cruise Lines0.49%-0.01 pp Footwear0.01%+0.01 pp Leisure Products0.02%-0.01 pp Computer & Electronics Retail0.05%+0.00 pp Homefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Homebuilding

Homebuilding0.28%+0.044 pp

Concentrated

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

View all contributions →

Homebuilding · weight

0.28%

Industry change · 12M

+0.04 pp

Homebuilding · contribution

+0.044 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

Company	Country	Market cap	Universe weight	3M contribution	12M contribution	12M price return	Above 6M weight average
D. R. Horton → DHI	United States	$62.2bn	0.145%	+0.058 pp	+0.023 pp	+79.0%	Yes
PulteGroup → PHM	United States	$29.8bn	0.069%	+0.026 pp	+0.015 pp	+95.2%	Yes
NVR, Inc. → NVR	United States	$30.2bn	0.070%	+0.026 pp	+0.005 pp	+64.5%	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.