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›Footwear›Footwear

1 · Sector

Weight and 12M allocation change

Information Technology34.6%+14.94 pp Financials12.3%+4.16 pp Consumer Discretionary12.0%+4.02 pp Industrials10.1%+2.81 pp Consumer Staples7.3%+1.96 pp Communication Services2.7%+0.87 pp Health Care11.2%+0.85 pp Utilities2.9%+0.76 pp Real Estate2.4%+0.60 pp Energy2.3%+0.18 pp Materials2.3%-31.15 pp

2 · Industry

Inside Consumer Discretionary

Automobile Manufacturers2.72%+1.45 pp Broadline Retail5.01%+1.45 pp Restaurants1.06%+0.39 pp Home Improvement Retail1.12%+0.24 pp Hotels, Resorts & Cruise Lines0.55%+0.20 pp Apparel Retail0.43%+0.11 pp Other Specialty Retail0.11%+0.06 pp Automotive Retail0.15%+0.05 pp Homefurnishing Retail0.05%+0.05 pp Consumer Electronics0.09%+0.03 pp Footwear0.04%+0.03 pp Homebuilding0.17%-0.01 pp Automotive Parts & Equipment0.03%-0.01 pp Apparel, Accessories & Luxury Goods0.24%-0.01 pp Leisure Products0.02%+0.01 pp Computer & Electronics Retail0.03%-0.00 pp Casinos & Gaming0.11%-0.00 pp Distributors0.04%+0.00 pp

3 · Sub-industry

Inside Footwear

Footwear0.04%+0.027 pp

Concentrated

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

View all contributions →

Footwear · weight

0.04%

Industry change · 12M

+0.03 pp

Footwear · contribution

+0.027 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2025 · 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
Deckers Brands → DECK	United States	$15.8bn	0.036%	-0.012 pp	+0.027 pp	-42.1%	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.