Household Products
Household Products is losing market weight. Lost weight for 3 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 90% 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
Aug 2018 – Jul 2023 · 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 |
|---|---|---|---|---|---|---|
| Colgate-Palmolive → CL | Household Products | United States | 0.137% | -0.088 pp | -0.6% | 0.0 |
| Kimberly-Clark → KMB | Household Products | United States | 0.095% | -0.058 pp | +1.6% | 0.0 |
| Church & Dwight → CHD | Household Products | United States | 0.051% | -0.022 pp | +10.1% | 0.0 |
| Clorox → CLX | Household Products | United States | 0.041% | -0.019 pp | +9.4% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Jul 2023 | 0.325% | -0.033 pp | -0.213 pp | -0.167 pp | -0.187 pp | -8.8% |
| Jun 2023 | 0.358% | -0.011 pp | -0.150 pp | -0.179 pp | -0.236 pp | -10.3% |
| May 2023 | 0.368% | -0.169 pp | -0.133 pp | -0.137 pp | -0.174 pp | +0.9% |
| Apr 2023 | 0.538% | +0.030 pp | +0.046 pp | +0.042 pp | -0.014 pp | +4.7% |
| Mar 2023 | 0.508% | +0.006 pp | -0.028 pp | -0.002 pp | +0.015 pp | +12.8% |
| Feb 2023 | 0.502% | +0.010 pp | -0.003 pp | -0.022 pp | -0.019 pp | +6.9% |
| Jan 2023 | 0.492% | -0.044 pp | -0.004 pp | -0.020 pp | -0.052 pp | -0.3% |
| Dec 2022 | 0.536% | +0.031 pp | +0.026 pp | -0.057 pp | +0.003 pp | +12.6% |
| Nov 2022 | 0.505% | +0.009 pp | -0.019 pp | -0.037 pp | +0.002 pp | +15.7% |
| Oct 2022 | 0.496% | -0.014 pp | -0.016 pp | -0.056 pp | -0.002 pp | +20.4% |
| Sep 2022 | 0.510% | -0.014 pp | -0.083 pp | +0.017 pp | -0.013 pp | +13.1% |
| Aug 2022 | 0.524% | +0.012 pp | -0.018 pp | +0.003 pp | +0.011 pp | +17.3% |
| Jul 2022 | 0.512% | -0.081 pp | -0.040 pp | -0.031 pp | -0.025 pp | +9.6% |
| Jun 2022 | 0.593% | +0.051 pp | +0.100 pp | +0.060 pp | +0.038 pp | +18.5% |
| May 2022 | 0.542% | -0.010 pp | +0.021 pp | +0.039 pp | -0.023 pp | +5.7% |
| Apr 2022 | 0.552% | +0.059 pp | +0.009 pp | +0.054 pp | -0.017 pp | +6.7% |
| Mar 2022 | 0.493% | -0.028 pp | -0.040 pp | -0.030 pp | +0.181 pp | -11.0% |
| Feb 2022 | 0.521% | -0.022 pp | +0.018 pp | +0.008 pp | +0.223 pp | -3.3% |
| Jan 2022 | 0.543% | +0.010 pp | +0.045 pp | +0.007 pp | +0.162 pp | -7.0% |
| Dec 2021 | 0.533% | +0.030 pp | +0.010 pp | -0.022 pp | -0.140 pp | -12.1% |
| Nov 2021 | 0.503% | +0.005 pp | -0.010 pp | -0.063 pp | -0.211 pp | -22.9% |
| Oct 2021 | 0.498% | -0.025 pp | -0.038 pp | -0.071 pp | -0.263 pp | -29.3% |
| Sep 2021 | 0.523% | +0.010 pp | -0.032 pp | +0.211 pp | +0.522 pp | -26.5% |
| Aug 2021 | 0.513% | -0.024 pp | -0.053 pp | +0.214 pp | +0.512 pp | -28.6% |
| Jul 2021 | 0.537% | -0.018 pp | -0.032 pp | +0.155 pp | +0.536 pp | -29.1% |
| Jun 2021 | 0.555% | -0.011 pp | +0.243 pp | -0.118 pp | +0.554 pp | -25.9% |
| May 2021 | 0.566% | -0.003 pp | +0.267 pp | -0.148 pp | +0.565 pp | -25.4% |
| Apr 2021 | 0.569% | +0.257 pp | +0.188 pp | -0.193 pp | -0.258 pp | -25.3% |
| Mar 2021 | 0.312% | +0.014 pp | -0.361 pp | +0.311 pp | +0.311 pp | -22.9% |
| Feb 2021 | 0.298% | -0.083 pp | -0.416 pp | +0.298 pp | +0.298 pp | -15.4% |
| Jan 2021 | 0.381% | -0.292 pp | -0.380 pp | +0.380 pp | -0.360 pp | -7.9% |
| Dec 2020 | 0.673% | -0.041 pp | +0.672 pp | +0.672 pp | -0.027 pp | +2.5% |
| Nov 2020 | 0.714% | -0.047 pp | +0.713 pp | +0.713 pp | +0.005 pp | +6.5% |
| Oct 2020 | 0.761% | +0.761 pp | +0.761 pp | -0.066 pp | +0.031 pp | +11.6% |
| Sep 2020 | 0.001% | -0.000 pp | -0.000 pp | +0.000 pp | -0.794 pp | +3.1% |
| Aug 2020 | 0.001% | +0.000 pp | -0.000 pp | +0.000 pp | -0.825 pp | +0.9% |
| Jul 2020 | 0.001% | -0.000 pp | -0.826 pp | -0.741 pp | -0.785 pp | +11.4% |
| Jun 2020 | 0.001% | -0.000 pp | +0.000 pp | -0.699 pp | -0.780 pp | +9.8% |
| May 2020 | 0.001% | -0.826 pp | +0.000 pp | -0.708 pp | -0.820 pp | +7.0% |
| Apr 2020 | 0.827% | +0.826 pp | +0.086 pp | +0.097 pp | +0.016 pp | +11.2% |
| Mar 2020 | 0.001% | +0.000 pp | -0.699 pp | -0.794 pp | -0.802 pp | +14.8% |
| Feb 2020 | 0.001% | -0.741 pp | -0.708 pp | -0.825 pp | -0.773 pp | +3.9% |
| Jan 2020 | 0.741% | +0.041 pp | +0.011 pp | -0.044 pp | +0.314 pp | +4.2% |
| Dec 2019 | 0.700% | -0.009 pp | -0.095 pp | -0.081 pp | +0.246 pp | -7.9% |
| Nov 2019 | 0.709% | -0.021 pp | -0.117 pp | -0.112 pp | +0.269 pp | -2.9% |
| Oct 2019 | 0.730% | -0.065 pp | -0.055 pp | -0.081 pp | +0.319 pp | +6.3% |
| Sep 2019 | 0.795% | -0.031 pp | +0.014 pp | -0.008 pp | +0.376 pp | +16.2% |
| Aug 2019 | 0.825% | +0.040 pp | +0.004 pp | +0.052 pp | +0.405 pp | +20.9% |
| Jul 2019 | 0.785% | +0.005 pp | -0.025 pp | +0.358 pp | +0.033 pp | +15.3% |
| Jun 2019 | 0.781% | -0.040 pp | -0.022 pp | +0.327 pp | +0.029 pp | +14.9% |
| May 2019 | 0.821% | +0.010 pp | +0.048 pp | +0.381 pp | +0.109 pp | +26.5% |
| Apr 2019 | 0.811% | +0.008 pp | +0.384 pp | +0.400 pp | +0.076 pp | +19.8% |
| Mar 2019 | 0.803% | +0.030 pp | +0.349 pp | +0.384 pp | +0.000 pp | +8.3% |
| Feb 2019 | 0.773% | +0.346 pp | +0.333 pp | +0.353 pp | +0.006 pp | +9.0% |
| Jan 2019 | 0.427% | -0.027 pp | +0.016 pp | -0.325 pp | -0.353 pp | +6.2% |
| Dec 2018 | 0.454% | +0.014 pp | +0.035 pp | -0.298 pp | -0.327 pp | +12.0% |
| Nov 2018 | 0.440% | +0.029 pp | +0.020 pp | -0.272 pp | -0.340 pp | +8.2% |
| Oct 2018 | 0.411% | -0.008 pp | -0.341 pp | -0.323 pp | -0.369 pp | +0.6% |
| Sep 2018 | 0.419% | -0.002 pp | -0.333 pp | -0.384 pp | -0.362 pp | +0.4% |
| Aug 2018 | 0.420% | -0.332 pp | -0.292 pp | -0.347 pp | -0.360 pp | -0.2% |
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.