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 Retail2.07%+0.34 ppSoft Drinks & Non-alcoholic Beverages1.91%+0.30 ppPersonal Care Products1.39%+0.21 ppPackaged Foods & Meats0.90%+0.09 ppTobacco0.92%+0.07 ppAgricultural Products & Services0.18%+0.05 ppFood Retail0.14%+0.04 ppHousehold Products0.55%-0.02 ppFood Distributors0.16%+0.00 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.07%
Industry change · 12M
+0.34 pp
Consumer Staples Merchandise Retail · contribution
+0.340 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $235.7bn | 0.852% | +0.099 pp | +0.255 pp | +43.9% | Yes |
| Dollar Tree → DLTR | United States | $36.6bn | 0.132% | +0.033 pp | +0.035 pp | +41.4% | Yes |
| Walmart → WMT | United States | $140.3bn | 0.507% | +0.073 pp | +0.031 pp | +11.1% | Yes |
| Dollar General → DG | United States | $54.4bn | 0.197% | +0.034 pp | +0.010 pp | +11.5% | Yes |
| Target Corporation → TGT | United States | $105.7bn | 0.382% | +0.027 pp | +0.008 pp | +11.9% | 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.