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 Retail0.89%+0.89 ppSoft Drinks & Non-alcoholic Beverages0.85%+0.85 ppPersonal Care Products0.65%+0.65 ppTobacco0.46%+0.46 ppPackaged Foods & Meats0.43%+0.43 ppHousehold Products0.31%+0.31 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
0.89%
Industry change · 12M
+0.89 pp
Consumer Staples Merchandise Retail · contribution
+0.893 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $156.0bn | 0.305% | -0.370 pp | +0.304 pp | +27.9% | No |
| Walmart → WMT | United States | $127.5bn | 0.249% | -0.301 pp | +0.249 pp | +21.5% | No |
| Target Corporation → TGT | United States | $98.8bn | 0.193% | -0.165 pp | +0.193 pp | +116.9% | No |
| Dollar General → DG | United States | $48.5bn | 0.095% | -0.114 pp | +0.095 pp | +35.2% | No |
| Dollar Tree → DLTR | United States | $26.7bn | 0.052% | -0.051 pp | +0.052 pp | +55.8% | 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.