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

Materials30.1%+27.83 ppEnergy2.0%-0.58 ppCommunication Services2.1%-0.59 ppUtilities2.1%-0.66 ppReal Estate1.6%-0.88 ppIndustrials7.7%-1.89 ppConsumer Staples4.9%-2.28 ppConsumer Discretionary8.4%-3.45 ppHealth Care8.2%-4.24 ppFinancials7.7%-4.88 ppInformation Technology25.3%-8.39 pp

2 · Industry

Inside Financials

Diversified Banks2.53%-1.29 ppTransaction & Payment Processing Services0.51%-0.71 ppAsset Management & Custody Banks0.87%-0.66 ppFinancial Exchanges & Data0.62%-0.49 ppProperty & Casualty Insurance0.70%-0.44 ppInsurance Brokers0.38%-0.43 ppInvestment Banking & Brokerage0.99%-0.32 ppConsumer Finance0.49%-0.21 ppLife & Health Insurance0.24%-0.19 ppRegional Banks0.25%-0.07 ppMulti-line Insurance0.11%-0.07 ppReinsurance0.02%-0.02 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

Feb 2026 · 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-1.7%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.