Distributors
Distributors is losing market weight. Lost weight for 2 consecutive months.
Most of this industry's losses came from a few companies.
Where did the weight change come from?
12-month contribution in universe percentage points · contributions add to the industry change
The three largest same-direction contributors explain 100% of gross losses. Opposing contributions can make an individual company’s change larger than the industry’s net change.
How has it moved through history?
Share of matched S&P 500 members
Nov 2019 – Oct 2024 · market weight (%)
Relative performance
Industry return versus ACWI · no future data shown
Is participation broad or concentrated?
Actual constituent counts at this date, not the legacy synthetic breadth proxy
This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.
Evidence can disagree
Independent dimensions · no combined score or bullish/bearish verdict
Other evidence and availability
Valuation data: unavailable; shown as zero placeholder.
Attention data: unavailable; shown as zero placeholder.
Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.
Volume / turnover: unavailable in this dataset.
Follow the contribution to individual companies
Sorted by absolute 12-month weight contribution, not investment merit
| Company | Sub-industry | Country | Universe weight | 12M contribution | 12M price return | Revisions |
|---|---|---|---|---|---|---|
| Genuine Parts Company → GPC | Distributors | United States | 0.037% | -0.024 pp | -8.5% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Oct 2024 | 0.037% | -0.008 pp | +0.001 pp | -0.026 pp | -0.024 pp | -30.8% |
| Sep 2024 | 0.045% | -0.003 pp | +0.009 pp | -0.015 pp | -0.022 pp | -24.5% |
| Aug 2024 | 0.048% | +0.011 pp | +0.010 pp | -0.011 pp | -0.021 pp | -22.4% |
| Jul 2024 | 0.037% | +0.001 pp | -0.027 pp | -0.022 pp | -0.011 pp | -17.0% |
| Jun 2024 | 0.036% | -0.002 pp | -0.024 pp | -0.022 pp | -0.019 pp | -29.6% |
| May 2024 | 0.038% | -0.025 pp | -0.021 pp | -0.020 pp | -0.013 pp | -19.6% |
| Apr 2024 | 0.063% | +0.004 pp | +0.005 pp | +0.002 pp | -0.016 pp | -18.0% |
| Mar 2024 | 0.060% | +0.000 pp | +0.002 pp | -0.008 pp | -0.020 pp | -22.8% |
| Feb 2024 | 0.060% | +0.001 pp | +0.002 pp | -0.009 pp | -0.028 pp | -29.3% |
| Jan 2024 | 0.058% | +0.001 pp | -0.003 pp | +0.011 pp | -0.023 pp | -24.9% |
| Dec 2023 | 0.058% | -0.000 pp | -0.010 pp | +0.003 pp | -0.030 pp | -33.0% |
| Nov 2023 | 0.058% | -0.003 pp | -0.011 pp | +0.006 pp | -0.030 pp | -32.9% |
| Oct 2023 | 0.061% | -0.006 pp | +0.014 pp | -0.018 pp | -0.028 pp | -33.0% |
| Sep 2023 | 0.068% | -0.001 pp | +0.013 pp | -0.013 pp | -0.015 pp | -18.1% |
| Aug 2023 | 0.069% | +0.021 pp | +0.017 pp | -0.019 pp | -0.010 pp | -11.9% |
| Jul 2023 | 0.048% | -0.007 pp | -0.032 pp | -0.033 pp | -0.027 pp | -7.5% |
| Jun 2023 | 0.055% | +0.003 pp | -0.025 pp | -0.033 pp | -0.018 pp | +11.8% |
| May 2023 | 0.052% | -0.028 pp | -0.036 pp | -0.036 pp | -0.018 pp | +10.2% |
| Apr 2023 | 0.080% | -0.001 pp | -0.001 pp | -0.009 pp | +0.013 pp | +29.0% |
| Mar 2023 | 0.080% | -0.007 pp | -0.008 pp | -0.003 pp | +0.020 pp | +46.2% |
| Feb 2023 | 0.088% | +0.006 pp | -0.000 pp | +0.009 pp | +0.027 pp | +61.8% |
| Jan 2023 | 0.081% | -0.007 pp | -0.008 pp | +0.007 pp | +0.017 pp | +40.4% |
| Dec 2022 | 0.088% | +0.001 pp | +0.005 pp | +0.015 pp | +0.024 pp | +55.4% |
| Nov 2022 | 0.088% | -0.001 pp | +0.009 pp | +0.018 pp | +0.026 pp | +65.7% |
| Oct 2022 | 0.089% | +0.006 pp | +0.015 pp | +0.023 pp | +0.027 pp | +73.7% |
| Sep 2022 | 0.083% | +0.004 pp | +0.010 pp | +0.023 pp | +0.022 pp | +59.1% |
| Aug 2022 | 0.079% | +0.005 pp | +0.009 pp | +0.019 pp | +0.020 pp | +56.2% |
| Jul 2022 | 0.074% | +0.001 pp | +0.008 pp | +0.010 pp | +0.012 pp | +37.9% |
| Jun 2022 | 0.073% | +0.004 pp | +0.013 pp | +0.009 pp | +0.009 pp | +27.8% |
| May 2022 | 0.070% | +0.003 pp | +0.010 pp | +0.008 pp | +0.002 pp | +14.9% |
| Apr 2022 | 0.067% | +0.006 pp | +0.003 pp | +0.004 pp | +0.001 pp | +13.5% |
| Mar 2022 | 0.060% | +0.000 pp | -0.004 pp | -0.001 pp | +0.028 pp | +4.9% |
| Feb 2022 | 0.060% | -0.004 pp | -0.001 pp | +0.002 pp | +0.030 pp | +10.6% |
| Jan 2022 | 0.064% | -0.000 pp | +0.001 pp | +0.001 pp | +0.031 pp | +28.3% |
| Dec 2021 | 0.064% | +0.003 pp | +0.003 pp | -0.001 pp | +0.005 pp | +20.8% |
| Nov 2021 | 0.061% | -0.001 pp | +0.003 pp | -0.006 pp | +0.001 pp | +11.7% |
| Oct 2021 | 0.062% | +0.001 pp | +0.000 pp | -0.003 pp | +0.001 pp | +9.1% |
| Sep 2021 | 0.061% | +0.002 pp | -0.004 pp | +0.028 pp | +0.061 pp | +3.3% |
| Aug 2021 | 0.059% | -0.004 pp | -0.009 pp | +0.028 pp | +0.058 pp | +3.7% |
| Jul 2021 | 0.062% | -0.002 pp | -0.003 pp | +0.030 pp | +0.062 pp | +8.7% |
| Jun 2021 | 0.065% | -0.003 pp | +0.032 pp | +0.006 pp | +0.064 pp | +7.5% |
| May 2021 | 0.068% | +0.002 pp | +0.037 pp | +0.008 pp | +0.068 pp | +14.7% |
| Apr 2021 | 0.065% | +0.033 pp | +0.033 pp | +0.004 pp | +0.001 pp | +11.0% |
| Mar 2021 | 0.033% | +0.002 pp | -0.026 pp | +0.033 pp | +0.033 pp | +14.8% |
| Feb 2021 | 0.030% | -0.002 pp | -0.030 pp | +0.030 pp | +0.030 pp | -4.0% |
| Jan 2021 | 0.032% | -0.026 pp | -0.029 pp | +0.032 pp | -0.035 pp | -11.8% |
| Dec 2020 | 0.059% | -0.002 pp | +0.059 pp | +0.059 pp | -0.017 pp | -15.9% |
| Nov 2020 | 0.060% | -0.001 pp | +0.060 pp | +0.060 pp | -0.016 pp | -15.2% |
| Oct 2020 | 0.062% | +0.062 pp | +0.062 pp | -0.003 pp | -0.016 pp | -13.4% |
| Sep 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | -0.077 pp | -10.7% |
| Aug 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | -0.072 pp | -7.2% |
| Jul 2020 | 0.000% | -0.000 pp | -0.064 pp | -0.067 pp | -0.075 pp | -10.7% |
| Jun 2020 | 0.000% | +0.000 pp | +0.000 pp | -0.076 pp | -0.081 pp | -15.0% |
| May 2020 | 0.000% | -0.064 pp | +0.000 pp | -0.076 pp | -0.084 pp | -17.5% |
| Apr 2020 | 0.065% | +0.064 pp | -0.003 pp | -0.013 pp | -0.019 pp | -15.4% |
| Mar 2020 | 0.000% | -0.000 pp | -0.076 pp | -0.077 pp | -0.094 pp | -30.2% |
| Feb 2020 | 0.000% | -0.067 pp | -0.076 pp | -0.072 pp | -0.092 pp | -20.7% |
| Jan 2020 | 0.067% | -0.009 pp | -0.011 pp | -0.008 pp | +0.019 pp | -16.3% |
| Dec 2019 | 0.076% | -0.001 pp | -0.002 pp | -0.006 pp | +0.025 pp | -9.9% |
| Nov 2019 | 0.076% | -0.001 pp | +0.005 pp | -0.008 pp | +0.026 pp | -8.7% |
How are these descriptive states defined?
Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.
Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.
Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.
Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.
Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.