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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Consumer Staples
Consumer Staples Merchandise Retail1.86%+0.92 ppSoft Drinks & Non-alcoholic Beverages2.15%+0.84 ppPersonal Care Products1.53%+0.75 ppPackaged Foods & Meats0.96%+0.33 ppTobacco1.12%+0.33 ppHousehold Products0.71%+0.27 ppFood Distributors0.21%+0.09 ppAgricultural Products & Services0.12%+0.03 ppFood Retail0.11%+0.03 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.86%
Industry change · 12M
+0.92 pp
Consumer Staples Merchandise Retail · contribution
+0.924 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 2019 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Costco → COST | United States | $131.8bn | 0.664% | -0.041 pp | +0.327 pp | +30.9% | No |
| Walmart → WMT | United States | $112.9bn | 0.569% | -0.022 pp | +0.255 pp | +24.5% | No |
| Target Corporation → TGT | United States | $63.3bn | 0.319% | +0.022 pp | +0.196 pp | +81.8% | Yes |
| Dollar General → DG | United States | $40.5bn | 0.204% | -0.014 pp | +0.106 pp | +43.1% | No |
| Dollar Tree → DLTR | United States | $21.6bn | 0.109% | -0.022 pp | +0.040 pp | +5.4% | 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.