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 Retail1.73%+1.73 ppSoft Drinks & Non-alcoholic Beverages1.63%+1.63 ppPersonal Care Products1.18%+1.18 ppTobacco0.87%+0.87 ppPackaged Foods & Meats0.84%+0.84 ppHousehold Products0.57%+0.57 ppFood Distributors0.15%+0.15 ppAgricultural Products & Services0.13%+0.13 ppFood Retail0.10%+0.10 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.73%
Industry change · 12M
+1.73 pp
Consumer Staples Merchandise Retail · contribution
+1.730 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $167.4bn | 0.600% | +0.307 pp | +0.599 pp | +26.9% | Yes |
| Walmart → WMT | United States | $133.4bn | 0.478% | +0.233 pp | +0.477 pp | +16.3% | Yes |
| Target Corporation → TGT | United States | $112.3bn | 0.402% | +0.219 pp | +0.402 pp | +88.5% | Yes |
| Dollar General → DG | United States | $47.9bn | 0.172% | +0.079 pp | +0.171 pp | +6.8% | Yes |
| Dollar Tree → DLTR | United States | $22.6bn | 0.081% | +0.035 pp | +0.081 pp | -0.4% | 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.