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 Retail2.69%+0.96 ppSoft Drinks & Non-alcoholic Beverages1.68%-0.34 ppPackaged Foods & Meats0.69%-0.26 ppTobacco0.65%-0.17 ppHousehold Products0.48%-0.06 ppPersonal Care Products1.22%-0.02 ppFood Distributors0.11%-0.02 ppAgricultural Products & Services0.13%-0.02 ppFood Retail0.12%-0.00 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.69%
Industry change · 12M
+0.96 pp
Consumer Staples Merchandise Retail · contribution
+0.956 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $478.2bn | 1.385% | +0.944 pp | +0.927 pp | +19.7% | Yes |
| Costco → COST | United States | $320.6bn | 0.929% | +0.012 pp | +0.175 pp | +48.2% | Yes |
| Dollar General → DG | United States | $30.6bn | 0.089% | +0.002 pp | -0.075 pp | -36.1% | No |
| Dollar Tree → DLTR | United States | $25.8bn | 0.075% | -0.010 pp | -0.040 pp | -23.1% | No |
| Target Corporation → TGT | United States | $74.3bn | 0.215% | +0.024 pp | -0.030 pp | +5.5% | 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.