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 Retail1.82%+1.82 ppSoft Drinks & Non-alcoholic Beverages1.63%+1.63 ppPersonal Care Products1.19%+1.19 ppTobacco0.84%+0.84 ppPackaged Foods & Meats0.77%+0.77 ppHousehold Products0.54%+0.54 ppFood Distributors0.13%+0.13 ppAgricultural Products & Services0.11%+0.11 ppFood Retail0.10%+0.10 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.82%
Industry change · 12M
+1.82 pp
Consumer Staples Merchandise Retail · contribution
+1.817 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $190.0bn | 0.651% | +0.055 pp | +0.651 pp | +36.5% | Yes |
| Walmart → WMT | United States | $133.1bn | 0.457% | -0.020 pp | +0.456 pp | +11.9% | Yes |
| Target Corporation → TGT | United States | $129.1bn | 0.443% | +0.068 pp | +0.443 pp | +110.7% | Yes |
| Dollar General → DG | United States | $55.0bn | 0.188% | +0.002 pp | +0.188 pp | +23.1% | Yes |
| Dollar Tree → DLTR | United States | $23.1bn | 0.079% | -0.018 pp | +0.079 pp | +6.9% | 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.