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 Retail1.81%+0.87 ppSoft Drinks & Non-alcoholic Beverages2.14%+0.84 ppPersonal Care Products1.53%+0.71 ppTobacco1.11%+0.40 ppPackaged Foods & Meats0.96%+0.36 ppHousehold Products0.70%+0.25 ppFood Distributors0.21%+0.10 ppAgricultural Products & Services0.13%+0.04 ppFood Retail0.11%+0.04 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.81%
Industry change · 12M
+0.87 pp
Consumer Staples Merchandise Retail · contribution
+0.866 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $129.8bn | 0.637% | -0.036 pp | +0.316 pp | +45.7% | No |
| Walmart → WMT | United States | $112.4bn | 0.551% | -0.046 pp | +0.229 pp | +30.2% | No |
| Target Corporation → TGT | United States | $65.0bn | 0.319% | +0.029 pp | +0.195 pp | +100.2% | Yes |
| Dollar General → DG | United States | $39.7bn | 0.195% | -0.022 pp | +0.093 pp | +45.7% | No |
| Dollar Tree → DLTR | United States | $22.3bn | 0.109% | -0.034 pp | +0.032 pp | +4.1% | 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.