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 Retail2.05%+0.35 ppTobacco1.06%-0.26 ppPersonal Care Products1.63%+0.14 ppFood Distributors0.16%-0.04 ppSoft Drinks & Non-alcoholic Beverages2.18%-0.03 ppAgricultural Products & Services0.12%-0.02 ppFood Retail0.14%+0.02 ppPackaged Foods & Meats1.06%+0.02 ppHousehold Products0.83%+0.02 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.05%
Industry change · 12M
+0.35 pp
Consumer Staples Merchandise Retail · contribution
+0.349 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2020 · 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 | $133.8bn | 0.749% | +0.083 pp | +0.147 pp | +24.8% | Yes |
| Walmart → WMT | United States | $114.8bn | 0.642% | +0.108 pp | +0.094 pp | +20.5% | Yes |
| Target Corporation → TGT | United States | $55.0bn | 0.308% | +0.031 pp | +0.085 pp | +45.8% | Yes |
| Dollar General → DG | United States | $44.2bn | 0.247% | +0.054 pp | +0.065 pp | +40.2% | Yes |
| Dollar Tree → DLTR | United States | $18.9bn | 0.106% | +0.004 pp | -0.042 pp | -28.4% | Yes |
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.