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 Industrials
Passenger Ground Transportation0.33%+0.33 ppAerospace & Defense2.14%-0.25 ppHeavy Electrical Equipment0.23%+0.21 ppAir Freight & Logistics0.41%-0.17 ppRail Transportation0.62%-0.16 ppDiversified Support Services0.38%+0.14 ppIndustrial Conglomerates0.59%-0.07 ppIndustrial Machinery & Supplies & Components1.11%-0.07 ppBuilding Products0.56%+0.06 ppAgricultural & Farm Machinery0.28%-0.05 ppConstruction Machinery & Heavy Transportation Equipment0.76%+0.05 ppPassenger Airlines0.20%+0.04 ppHuman Resource & Employment Services0.39%-0.04 ppResearch & Consulting Services0.16%-0.03 ppEnvironmental & Facilities Services0.47%-0.03 ppTrading Companies & Distributors0.18%+0.02 ppConstruction & Engineering0.15%+0.02 ppCargo Ground Transportation0.15%+0.02 ppElectrical Components & Equipment0.67%+0.02 ppData Processing & Outsourced Services0.06%-0.01 pp
3 · Sub-industry
Inside Industrial Conglomerates
Industrial Conglomerates · weight
0.59%
Industry change · 12M
-0.07 pp
Industrial Conglomerates · contribution
-0.073 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Honeywell Technologies → HON | United States | $149.7bn | 0.330% | +0.008 pp | -0.068 pp | +21.4% | Yes |
| DuPont → DD | United States | $43.9bn | 0.097% | -0.010 pp | -0.024 pp | +19.1% | Yes |
| 3M → MMM | United States | $72.7bn | 0.160% | -0.018 pp | +0.018 pp | +66.8% | 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.