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 Technology36.8%+3.53 ppConsumer Discretionary12.0%+1.16 ppFinancials12.2%+0.79 ppCommunication Services2.5%+0.07 ppIndustrials9.8%+0.05 ppUtilities2.7%-0.09 ppEnergy2.4%-0.29 ppMaterials2.3%-0.34 ppReal Estate2.3%-0.39 ppConsumer Staples6.4%-0.84 ppHealth Care10.6%-3.65 pp

2 · Industry

Inside Financials

Asset Management & Custody Banks1.51%+0.56 ppInvestment Banking & Brokerage1.40%+0.35 ppDiversified Banks3.86%+0.28 ppConsumer Finance0.84%+0.21 ppTransaction & Payment Processing Services0.98%-0.16 ppProperty & Casualty Insurance1.02%-0.15 ppFinancial Exchanges & Data1.05%-0.09 ppInsurance Brokers0.67%-0.08 ppLife & Health Insurance0.37%-0.08 ppMulti-line Insurance0.16%-0.03 ppReinsurance0.03%-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
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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+5.7%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.