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 Retail1.83%+0.97 ppSoft Drinks & Non-alcoholic Beverages1.76%+0.96 ppPersonal Care Products1.30%+0.69 ppTobacco0.87%+0.44 ppPackaged Foods & Meats0.83%+0.43 ppHousehold Products0.52%+0.22 ppAgricultural Products & Services0.15%+0.09 ppFood Distributors0.15%+0.07 ppFood Retail0.12%+0.07 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.83%
Industry change · 12M
+0.97 pp
Consumer Staples Merchandise Retail · contribution
+0.974 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2022 · 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 | $230.3bn | 0.799% | -0.006 pp | +0.506 pp | +58.0% | Yes |
| Walmart → WMT | United States | $125.0bn | 0.434% | -0.008 pp | +0.189 pp | +5.7% | No |
| Target Corporation → TGT | United States | $95.7bn | 0.332% | -0.063 pp | +0.148 pp | +10.5% | No |
| Dollar General → DG | United States | $46.0bn | 0.159% | -0.015 pp | +0.067 pp | +5.8% | No |
| Dollar Tree → DLTR | United States | $32.0bn | 0.111% | +0.009 pp | +0.065 pp | +44.7% | 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.