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 Retail1.77%+1.76 ppSoft Drinks & Non-alcoholic Beverages1.59%+1.59 ppPersonal Care Products1.17%+1.16 ppTobacco0.86%+0.86 ppPackaged Foods & Meats0.80%+0.80 ppHousehold Products0.56%+0.55 ppFood Distributors0.14%+0.14 ppAgricultural Products & Services0.12%+0.12 ppFood Retail0.10%+0.10 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.77%
Industry change · 12M
+1.76 pp
Consumer Staples Merchandise Retail · contribution
+1.765 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $174.9bn | 0.618% | +0.312 pp | +0.617 pp | +35.0% | Yes |
| Walmart → WMT | United States | $131.7bn | 0.465% | +0.216 pp | +0.464 pp | +19.6% | Yes |
| Target Corporation → TGT | United States | $119.6bn | 0.422% | +0.229 pp | +0.422 pp | +104.8% | Yes |
| Dollar General → DG | United States | $51.1bn | 0.180% | +0.086 pp | +0.180 pp | +14.4% | Yes |
| Dollar Tree → DLTR | United States | $23.1bn | 0.081% | +0.029 pp | +0.081 pp | +7.4% | 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.