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 Retail1.22%-0.53 ppPersonal Care Products0.83%-0.45 ppSoft Drinks & Non-alcoholic Beverages1.44%-0.43 ppTobacco0.54%-0.40 ppPackaged Foods & Meats0.67%-0.19 ppHousehold Products0.37%-0.17 ppAgricultural Products & Services0.10%-0.09 ppFood Distributors0.09%-0.07 ppFood Retail0.08%-0.06 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.22%
Industry change · 12M
-0.53 pp
Consumer Staples Merchandise Retail · contribution
-0.531 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 2023 · 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 | $226.9bn | 0.560% | -0.195 pp | -0.184 pp | +10.5% | No |
| Target Corporation → TGT | United States | $60.4bn | 0.149% | -0.123 pp | -0.121 pp | -17.0% | No |
| Walmart → WMT | United States | $132.0bn | 0.326% | -0.123 pp | -0.099 pp | +16.0% | No |
| Dollar General → DG | United States | $44.1bn | 0.109% | -0.061 pp | -0.071 pp | -7.9% | No |
| Dollar Tree → DLTR | United States | $29.7bn | 0.073% | -0.040 pp | -0.056 pp | -15.9% | 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.