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 Retail1.78%+1.78 ppSoft Drinks & Non-alcoholic Beverages1.58%+1.58 ppPersonal Care Products1.16%+1.15 ppTobacco0.85%+0.85 ppPackaged Foods & Meats0.73%+0.73 ppHousehold Products0.51%+0.51 ppFood Distributors0.14%+0.14 ppFood Retail0.12%+0.11 ppAgricultural Products & Services0.11%+0.11 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.78%
Industry change · 12M
+1.78 pp
Consumer Staples Merchandise Retail · contribution
+1.779 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $201.4bn | 0.673% | +0.074 pp | +0.673 pp | +35.5% | Yes |
| Walmart → WMT | United States | $138.3bn | 0.463% | -0.015 pp | +0.462 pp | +8.3% | Yes |
| Target Corporation → TGT | United States | $120.5bn | 0.403% | +0.001 pp | +0.403 pp | +65.7% | Yes |
| Dollar General → DG | United States | $52.0bn | 0.174% | +0.002 pp | +0.174 pp | +11.2% | Yes |
| Dollar Tree → DLTR | United States | $20.4bn | 0.068% | -0.013 pp | +0.068 pp | -6.0% | 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.