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 Technology33.6%+3.90 ppConsumer Discretionary13.1%+1.27 ppFinancials12.6%+0.85 ppConsumer Staples6.8%+0.07 ppUtilities2.6%-0.07 ppCommunication Services2.5%-0.41 ppReal Estate2.3%-0.46 ppMaterials2.3%-0.48 ppIndustrials9.6%-0.62 ppEnergy2.5%-0.66 ppHealth Care12.2%-3.40 pp

2 · Industry

Inside Consumer Discretionary

Automobile Manufacturers3.09%+1.05 ppBroadline Retail5.63%+0.80 ppHome Improvement Retail1.24%-0.17 ppApparel, Accessories & Luxury Goods0.29%-0.16 ppRestaurants1.08%-0.08 ppCasinos & Gaming0.12%-0.07 ppHomebuilding0.21%-0.07 ppFootwear0.06%+0.06 ppHotels, Resorts & Cruise Lines0.59%+0.05 ppApparel Retail0.42%-0.04 ppAutomotive Parts & Equipment0.03%-0.04 ppOther Specialty Retail0.06%-0.03 ppConsumer Electronics0.09%+0.02 ppDistributors0.04%-0.02 ppAutomotive Retail0.14%-0.02 ppComputer & Electronics Retail0.04%-0.01 ppLeisure Products0.02%-0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Home Improvement Retail

Home Improvement Retail1.24%-0.172 pp
Concentrated

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

View all contributions →
Home Improvement Retail · weight
1.24%
Industry change · 12M
-0.17 pp
Home Improvement Retail · contribution
-0.172 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2025 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Home Depot (The) →
HD
United States$409.2bn0.910%-0.009 pp-0.134 pp+19.6%No
Lowe's →
LOW
United States$146.8bn0.326%-0.023 pp-0.037 pp+24.4%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.