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%+0.73 ppSoft Drinks & Non-alcoholic Beverages1.11%-0.33 ppPackaged Foods & Meats0.44%-0.23 ppTobacco0.45%-0.09 ppHousehold Products0.31%-0.06 ppFood Distributors0.07%-0.02 ppPersonal Care Products0.81%-0.02 ppFood Retail0.07%-0.01 ppAgricultural Products & Services0.09%-0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.94%
Industry change · 12M
+0.73 pp
Consumer Staples Merchandise Retail · contribution
+0.726 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $529.9bn | 1.013% | +0.561 pp | +0.687 pp | +36.2% | Yes |
| Costco → COST | United States | $359.2bn | 0.687% | -0.259 pp | +0.126 pp | +63.0% | No |
| Dollar General → DG | United States | $30.1bn | 0.058% | -0.034 pp | -0.051 pp | -30.7% | No |
| Dollar Tree → DLTR | United States | $25.7bn | 0.049% | -0.042 pp | -0.024 pp | -12.6% | No |
| Target Corporation → TGT | United States | $72.2bn | 0.138% | -0.064 pp | -0.011 pp | +23.3% | 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.