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›Financials›Multi-Sector Holdings›Multi-Sector Holdings

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 Financials

Asset Management & Custody Banks1.53%+0.78 ppInvestment Banking & Brokerage1.31%+0.22 ppDiversified Banks3.82%+0.14 ppTransaction & Payment Processing Services1.22%-0.07 ppLife & Health Insurance0.43%-0.05 ppFinancial Exchanges & Data1.11%-0.05 ppConsumer Finance0.70%+0.04 ppMulti-line Insurance0.17%-0.04 ppInsurance Brokers0.80%+0.04 ppReinsurance0.03%-0.01 ppProperty & Casualty Insurance1.13%-0.01 ppRegional Banks0.32%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp

3 · Sub-industry

Inside Multi-Sector Holdings

Multi-Sector Holdings0.00%-0.000 pp
Concentrated

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

View all contributions →
Multi-Sector Holdings · weight
0.00%
Industry change · 12M
-0.00 pp
Multi-Sector Holdings · contribution
-0.000 pp
Company participation
100%
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
Berkshire Hathaway →
BRK.B
United States$0.5bn0.001%+0.000 pp-0.000 pp+25.5%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.