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 Retail1.79%+1.79 ppSoft Drinks & Non-alcoholic Beverages1.57%+1.56 ppPersonal Care Products1.19%+1.19 ppTobacco0.81%+0.81 ppPackaged Foods & Meats0.75%+0.75 ppHousehold Products0.52%+0.52 ppFood Distributors0.14%+0.14 ppAgricultural Products & Services0.12%+0.12 ppFood Retail0.11%+0.11 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.79%
Industry change · 12M
+1.79 pp
Consumer Staples Merchandise Retail · contribution
+1.791 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $198.6bn | 0.697% | +0.080 pp | +0.697 pp | +30.9% | Yes |
| Walmart → WMT | United States | $129.6bn | 0.455% | -0.010 pp | +0.454 pp | +1.2% | No |
| Target Corporation → TGT | United States | $111.6bn | 0.392% | -0.030 pp | +0.392 pp | +47.4% | No |
| Dollar General → DG | United States | $49.5bn | 0.174% | -0.007 pp | +0.174 pp | +2.0% | No |
| Dollar Tree → DLTR | United States | $21.5bn | 0.076% | -0.006 pp | +0.075 pp | +4.8% | 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.