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 Retail2.65%+0.92 ppSoft Drinks & Non-alcoholic Beverages1.60%-0.39 ppPackaged Foods & Meats0.65%-0.26 ppTobacco0.61%-0.18 ppHousehold Products0.45%-0.06 ppPersonal Care Products1.17%-0.02 ppFood Distributors0.11%-0.02 ppAgricultural Products & Services0.13%-0.02 ppFood Retail0.11%-0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.65%
Industry change · 12M
+0.92 pp
Consumer Staples Merchandise Retail · contribution
+0.919 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2024 · 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 |
|---|---|---|---|---|---|---|---|
| Walmart → WMT | United States | $484.9bn | 1.345% | +0.923 pp | +0.893 pp | +24.2% | Yes |
| Costco → COST | United States | $324.9bn | 0.901% | +0.028 pp | +0.149 pp | +51.9% | Yes |
| Dollar General → DG | United States | $34.3bn | 0.095% | +0.006 pp | -0.062 pp | -24.6% | Yes |
| Target Corporation → TGT | United States | $81.8bn | 0.227% | +0.031 pp | -0.033 pp | +10.6% | Yes |
| Dollar Tree → DLTR | United States | $29.0bn | 0.080% | -0.012 pp | -0.028 pp | -7.2% | 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.