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The market allocation map

See where market weight sits at a moment in time—or compare how the structure changed between two dates.

Historical time machine
Historical observation
20182026

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Displaying
12M weight change
Dec 2018Dec 2020Dec 2022Dec 2024Latest available
Change in matched-member weight over twelve monthsRose → negative · slate → unchanged · teal → positive · fixed colour scale

Consumer Discretionary

11.2% of market
Broadline Retail
+3.31 pp
Automotive Parts & Equipment
-0.02 pp
Automotive Retail
+0.02 pp
Computer & Electronics Retail
-0.01 pp
Hotels, Resorts & Cruise Lines
-0.03 pp
Restaurants
+0.05 pp
Homebuilding
+0.00 pp
Automobile Manufacturers
+0.67 pp
Distributors
+0.02 pp
Consumer Electronics
-0.02 pp
Leisure Products
-0.01 pp
Home Improvement Retail
-0.27 pp
Casinos & Gaming
+0.04 pp
Apparel, Accessories & Luxury Goods
-0.05 pp
Apparel Retail
+0.06 pp
Other Specialty Retail
+0.02 pp
Footwear
0.00 pp
Homefurnishing Retail
0.00 pp

Energy

3.9% of market
Oil & Gas Exploration & Production
+0.34 pp
Oil & Gas Equipment & Services
+0.13 pp
Integrated Oil & Gas
+0.30 pp
Oil & Gas Storage & Transportation
+0.09 pp
Oil & Gas Refining & Marketing
+0.17 pp

Health Care

16.9% of market
Life Sciences Tools & Services
-0.11 pp
Biotechnology
+0.35 pp
Health Care Equipment
-0.23 pp
Health Care Supplies
-0.09 pp
Pharmaceuticals
+0.34 pp
Health Care Distributors
+0.10 pp
Health Care Services
-0.02 pp
Managed Health Care
+0.19 pp
Health Care Facilities
-0.00 pp
Health Care Technology
0.00 pp

Utilities

3.4% of market
Multi-Utilities
+0.12 pp
Electric Utilities
+0.11 pp
Independent Power Producers & Energy Traders
+0.01 pp
Water Utilities
-0.00 pp
Gas Utilities
+0.01 pp

Industrials

10.1% of market
Human Resource & Employment Services
+0.03 pp
Building Products
-0.03 pp
Electrical Components & Equipment
+0.01 pp
Aerospace & Defense
+0.26 pp
Construction Machinery & Heavy Transportation Equipment
+0.12 pp
Air Freight & Logistics
-0.09 pp
Rail Transportation
-0.16 pp
Diversified Support Services
+0.04 pp
Passenger Airlines
-0.01 pp
Agricultural & Farm Machinery
+0.04 pp
Industrial Machinery & Supplies & Components
+0.02 pp
Research & Consulting Services
-0.01 pp
Trading Companies & Distributors
+0.02 pp
Industrial Conglomerates
-0.09 pp
Construction & Engineering
+0.02 pp
Cargo Ground Transportation
+0.00 pp
Environmental & Facilities Services
+0.01 pp
Data Processing & Outsourced Services
-0.00 pp
Heavy Electrical Equipment
-0.03 pp
Passenger Ground Transportation
0.00 pp

Real Estate

3.3% of market
Telecom Tower REITs
-0.08 pp
Office REITs
-0.03 pp
Real Estate Services
+0.09 pp
Data Center REITs
-0.02 pp
Health Care REITs
-0.02 pp
Multi-Family Residential REITs
-0.03 pp
Self-Storage REITs
-0.05 pp
Retail REITs
+0.03 pp
Hotel & Resort REITs
+0.12 pp
Other Specialized REITs
+0.01 pp
Industrial REITs
+0.02 pp
Timber REITs
-0.02 pp
Single-Family Residential REITs
+0.07 pp

Materials

3.3% of market
Specialty Chemicals
-0.08 pp
Industrial Gases
+0.04 pp
Paper & Plastic Packaging Products & Materials
-0.02 pp
Metal, Glass & Plastic Containers
-0.04 pp
Fertilizers & Agricultural Chemicals
+0.05 pp
Copper
+0.03 pp
Construction Materials
-0.01 pp
Gold
-0.02 pp
Steel
+0.12 pp
Commodity Chemicals
-0.01 pp

Consumer Staples

7.4% of market
Agricultural Products & Services
+0.01 pp
Household Products
-0.05 pp
Consumer Staples Merchandise Retail
-0.02 pp
Packaged Foods & Meats
+0.06 pp
Soft Drinks & Non-alcoholic Beverages
+0.20 pp
Food Retail
+0.00 pp
Tobacco
-0.02 pp
Personal Care Products
-0.14 pp
Food Distributors
-0.00 pp

Communication Services

3.4% of market
Cable & Satellite
-0.25 pp
Movies & Entertainment
-0.22 pp
Broadcasting
+0.12 pp
Advertising
+0.01 pp
Integrated Telecommunication Services
-0.11 pp
Interactive Home Entertainment
+0.00 pp
Wireless Telecommunication Services
+0.18 pp

Financials

12.7% of market
Life & Health Insurance
+0.03 pp
Multi-line Insurance
-0.01 pp
Insurance Brokers
+0.08 pp
Property & Casualty Insurance
+0.21 pp
Asset Management & Custody Banks
-0.06 pp
Consumer Finance
-0.10 pp
Diversified Banks
-0.73 pp
Multi-Sector Holdings
+0.00 pp
Financial Exchanges & Data
+0.09 pp
Regional Banks
-0.01 pp
Transaction & Payment Processing Services
-0.50 pp
Reinsurance
+0.01 pp
Investment Banking & Brokerage
-0.06 pp

Information Technology

24.5% of market
Technology Hardware, Storage & Peripherals
-1.83 pp
IT Consulting & Other Services
-0.16 pp
Application Software
-0.49 pp
Semiconductors
-0.45 pp
Internet Services & Infrastructure
-0.02 pp
Semiconductor Materials & Equipment
-0.11 pp
Electronic Components
-0.02 pp
Communications Equipment
-0.08 pp
Systems Software
-1.44 pp
Electronic Equipment & Instruments
-0.03 pp
Electronic Manufacturing Services
-0.02 pp
Technology Distributors
+0.00 pp
Exact values for the selected metric
IndustrySector12M weight change
Broadline RetailConsumer Discretionary+3.31 pp
Automotive Parts & EquipmentConsumer Discretionary-0.02 pp
Automotive RetailConsumer Discretionary+0.02 pp
Computer & Electronics RetailConsumer Discretionary-0.01 pp
Hotels, Resorts & Cruise LinesConsumer Discretionary-0.03 pp
RestaurantsConsumer Discretionary+0.05 pp
HomebuildingConsumer Discretionary+0.00 pp
Automobile ManufacturersConsumer Discretionary+0.67 pp
DistributorsConsumer Discretionary+0.02 pp
Consumer ElectronicsConsumer Discretionary-0.02 pp
Leisure ProductsConsumer Discretionary-0.01 pp
Home Improvement RetailConsumer Discretionary-0.27 pp
Casinos & GamingConsumer Discretionary+0.04 pp
Apparel, Accessories & Luxury GoodsConsumer Discretionary-0.05 pp
Apparel RetailConsumer Discretionary+0.06 pp
Other Specialty RetailConsumer Discretionary+0.02 pp
FootwearConsumer Discretionary0.00 pp
Homefurnishing RetailConsumer Discretionary0.00 pp
Oil & Gas Exploration & ProductionEnergy+0.34 pp
Oil & Gas Equipment & ServicesEnergy+0.13 pp
Integrated Oil & GasEnergy+0.30 pp
Oil & Gas Storage & TransportationEnergy+0.09 pp
Oil & Gas Refining & MarketingEnergy+0.17 pp
Life Sciences Tools & ServicesHealth Care-0.11 pp
BiotechnologyHealth Care+0.35 pp
Health Care EquipmentHealth Care-0.23 pp
Health Care SuppliesHealth Care-0.09 pp
PharmaceuticalsHealth Care+0.34 pp
Health Care DistributorsHealth Care+0.10 pp
Health Care ServicesHealth Care-0.02 pp
Managed Health CareHealth Care+0.19 pp
Health Care FacilitiesHealth Care-0.00 pp
Health Care TechnologyHealth Care0.00 pp
Multi-UtilitiesUtilities+0.12 pp
Electric UtilitiesUtilities+0.11 pp
Independent Power Producers & Energy TradersUtilities+0.01 pp
Water UtilitiesUtilities-0.00 pp
Gas UtilitiesUtilities+0.01 pp
Human Resource & Employment ServicesIndustrials+0.03 pp
Building ProductsIndustrials-0.03 pp
Electrical Components & EquipmentIndustrials+0.01 pp
Aerospace & DefenseIndustrials+0.26 pp
Construction Machinery & Heavy Transportation EquipmentIndustrials+0.12 pp
Air Freight & LogisticsIndustrials-0.09 pp
Rail TransportationIndustrials-0.16 pp
Diversified Support ServicesIndustrials+0.04 pp
Passenger AirlinesIndustrials-0.01 pp
Agricultural & Farm MachineryIndustrials+0.04 pp
Industrial Machinery & Supplies & ComponentsIndustrials+0.02 pp
Research & Consulting ServicesIndustrials-0.01 pp
Trading Companies & DistributorsIndustrials+0.02 pp
Industrial ConglomeratesIndustrials-0.09 pp
Construction & EngineeringIndustrials+0.02 pp
Cargo Ground TransportationIndustrials+0.00 pp
Environmental & Facilities ServicesIndustrials+0.01 pp
Data Processing & Outsourced ServicesIndustrials-0.00 pp
Heavy Electrical EquipmentIndustrials-0.03 pp
Passenger Ground TransportationIndustrials0.00 pp
Telecom Tower REITsReal Estate-0.08 pp
Office REITsReal Estate-0.03 pp
Real Estate ServicesReal Estate+0.09 pp
Data Center REITsReal Estate-0.02 pp
Health Care REITsReal Estate-0.02 pp
Multi-Family Residential REITsReal Estate-0.03 pp
Self-Storage REITsReal Estate-0.05 pp
Retail REITsReal Estate+0.03 pp
Hotel & Resort REITsReal Estate+0.12 pp
Other Specialized REITsReal Estate+0.01 pp
Industrial REITsReal Estate+0.02 pp
Timber REITsReal Estate-0.02 pp
Single-Family Residential REITsReal Estate+0.07 pp
Specialty ChemicalsMaterials-0.08 pp
Industrial GasesMaterials+0.04 pp
Paper & Plastic Packaging Products & MaterialsMaterials-0.02 pp
Metal, Glass & Plastic ContainersMaterials-0.04 pp
Fertilizers & Agricultural ChemicalsMaterials+0.05 pp
CopperMaterials+0.03 pp
Construction MaterialsMaterials-0.01 pp
GoldMaterials-0.02 pp
SteelMaterials+0.12 pp
Commodity ChemicalsMaterials-0.01 pp
Agricultural Products & ServicesConsumer Staples+0.01 pp
Household ProductsConsumer Staples-0.05 pp
Consumer Staples Merchandise RetailConsumer Staples-0.02 pp
Packaged Foods & MeatsConsumer Staples+0.06 pp
Soft Drinks & Non-alcoholic BeveragesConsumer Staples+0.20 pp
Food RetailConsumer Staples+0.00 pp
TobaccoConsumer Staples-0.02 pp
Personal Care ProductsConsumer Staples-0.14 pp
Food DistributorsConsumer Staples-0.00 pp
Cable & SatelliteCommunication Services-0.25 pp
Movies & EntertainmentCommunication Services-0.22 pp
BroadcastingCommunication Services+0.12 pp
AdvertisingCommunication Services+0.01 pp
Integrated Telecommunication ServicesCommunication Services-0.11 pp
Interactive Home EntertainmentCommunication Services+0.00 pp
Wireless Telecommunication ServicesCommunication Services+0.18 pp
Life & Health InsuranceFinancials+0.03 pp
Multi-line InsuranceFinancials-0.01 pp
Insurance BrokersFinancials+0.08 pp
Property & Casualty InsuranceFinancials+0.21 pp
Asset Management & Custody BanksFinancials-0.06 pp
Consumer FinanceFinancials-0.10 pp
Diversified BanksFinancials-0.73 pp
Multi-Sector HoldingsFinancials+0.00 pp
Financial Exchanges & DataFinancials+0.09 pp
Regional BanksFinancials-0.01 pp
Transaction & Payment Processing ServicesFinancials-0.50 pp
ReinsuranceFinancials+0.01 pp
Investment Banking & BrokerageFinancials-0.06 pp
Technology Hardware, Storage & PeripheralsInformation Technology-1.83 pp
IT Consulting & Other ServicesInformation Technology-0.16 pp
Application SoftwareInformation Technology-0.49 pp
SemiconductorsInformation Technology-0.45 pp
Internet Services & InfrastructureInformation Technology-0.02 pp
Semiconductor Materials & EquipmentInformation Technology-0.11 pp
Electronic ComponentsInformation Technology-0.02 pp
Communications EquipmentInformation Technology-0.08 pp
Systems SoftwareInformation Technology-1.44 pp
Electronic Equipment & InstrumentsInformation Technology-0.03 pp
Electronic Manufacturing ServicesInformation Technology-0.02 pp
Technology DistributorsInformation Technology+0.00 pp

Tile colour shows only the selected metric; tile size is uniform and does not encode investment merit. Market weight is not an observed fund flow. Historical comparisons describe structural change, not which period or industry was “better.”