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 Retail1.94%+1.05 ppSoft Drinks & Non-alcoholic Beverages1.72%+0.87 ppPersonal Care Products1.23%+0.58 ppPackaged Foods & Meats0.81%+0.38 ppTobacco0.81%+0.35 ppHousehold Products0.49%+0.18 ppAgricultural Products & Services0.17%+0.11 ppFood Retail0.14%+0.09 ppFood Distributors0.14%+0.06 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.94%
Industry change · 12M
+1.05 pp
Consumer Staples Merchandise Retail · contribution
+1.047 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $255.2bn | 0.859% | +0.053 pp | +0.554 pp | +64.5% | Yes |
| Walmart → WMT | United States | $136.6bn | 0.460% | +0.031 pp | +0.210 pp | +11.3% | Yes |
| Target Corporation → TGT | United States | $98.1bn | 0.330% | -0.025 pp | +0.137 pp | +8.7% | No |
| Dollar General → DG | United States | $51.0bn | 0.171% | -0.004 pp | +0.077 pp | +10.7% | Yes |
| Dollar Tree → DLTR | United States | $36.1bn | 0.121% | +0.020 pp | +0.069 pp | +39.9% | 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.