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 Technology33.7%+4.42 ppFinancials12.6%+1.00 ppConsumer Staples7.2%+0.57 ppUtilities2.7%+0.11 ppCommunication Services2.7%-0.04 ppReal Estate2.5%-0.34 ppEnergy2.6%-0.50 ppMaterials2.3%-0.52 ppConsumer Discretionary11.8%-0.67 ppIndustrials9.5%-0.95 ppHealth Care12.4%-3.07 pp

2 · Industry

Inside Consumer Discretionary

Home Improvement Retail1.20%-0.29 ppBroadline Retail5.10%-0.23 ppAutomobile Manufacturers2.30%+0.19 ppApparel, Accessories & Luxury Goods0.29%-0.16 ppHomebuilding0.18%-0.09 ppCasinos & Gaming0.12%-0.08 ppApparel Retail0.42%-0.05 ppFootwear0.05%+0.05 ppAutomotive Parts & Equipment0.03%-0.03 ppHotels, Resorts & Cruise Lines0.56%+0.03 ppConsumer Electronics0.10%+0.02 ppDistributors0.04%-0.02 ppAutomotive Retail0.14%-0.02 ppOther Specialty Retail0.10%+0.01 ppComputer & Electronics Retail0.04%-0.01 ppRestaurants1.14%+0.01 ppLeisure Products0.02%+0.00 ppHomefurnishing Retail0.00%+0.00 pp

3 · Sub-industry

Inside Home Improvement Retail

Home Improvement Retail1.20%-0.287 pp
Concentrated

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

View all contributions →
Home Improvement Retail · weight
1.20%
Industry change · 12M
-0.29 pp
Home Improvement Retail · contribution
-0.287 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 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$394.0bn0.881%-0.060 pp-0.204 pp+6.8%No
Lowe's →
LOW
United States$140.4bn0.314%-0.025 pp-0.083 pp+5.2%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.