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 Retail0.86%+0.86 ppSoft Drinks & Non-alcoholic Beverages0.80%+0.80 ppPersonal Care Products0.61%+0.61 ppTobacco0.42%+0.42 ppPackaged Foods & Meats0.40%+0.40 ppHousehold Products0.30%+0.30 ppFood Distributors0.08%+0.08 ppAgricultural Products & Services0.06%+0.06 ppFood Retail0.05%+0.05 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
0.86%
Industry change · 12M
+0.86 pp
Consumer Staples Merchandise Retail · contribution
+0.859 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2021 · 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 | $146.6bn | 0.293% | -0.441 pp | +0.293 pp | +21.8% | No |
| Walmart → WMT | United States | $122.5bn | 0.245% | -0.368 pp | +0.244 pp | +22.7% | No |
| Target Corporation → TGT | United States | $91.9bn | 0.184% | -0.198 pp | +0.183 pp | +81.3% | No |
| Dollar General → DG | United States | $46.3bn | 0.093% | -0.139 pp | +0.092 pp | +26.7% | No |
| Dollar Tree → DLTR | United States | $23.1bn | 0.046% | -0.063 pp | +0.046 pp | +18.3% | 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.