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

Universe›Materials›Paper & Plastic Packaging Products & Materials›Paper & Plastic Packaging Products & Materials

1 · Sector

Weight and 12M allocation change

Materials32.5%+2.94 pp Financials8.1%+0.31 pp Consumer Staples5.2%+0.08 pp Industrials7.1%-0.13 pp Information Technology20.9%-0.23 pp Utilities1.9%-0.23 pp Energy2.1%-0.24 pp Communication Services1.8%-0.26 pp Real Estate1.8%-0.29 pp Consumer Discretionary8.2%-0.72 pp Health Care10.3%-1.24 pp

2 · Industry

Inside Materials

Paper & Plastic Packaging Products & Materials30.92%+3.21 pp Specialty Chemicals0.45%-0.09 pp Industrial Gases0.50%-0.08 pp Fertilizers & Agricultural Chemicals0.11%-0.04 pp Steel0.11%-0.03 pp Commodity Chemicals0.07%-0.02 pp Gold0.09%+0.01 pp Construction Materials0.12%-0.01 pp Metal, Glass & Plastic Containers0.03%-0.01 pp Copper0.13%-0.00 pp

3 · Sub-industry

Inside Paper & Plastic Packaging Products & Materials

Paper & Plastic Packaging Products & Materials30.92%+3.209 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Paper & Plastic Packaging Products & Materials · weight

30.92%

Industry change · 12M

+3.21 pp

Paper & Plastic Packaging Products & Materials · contribution

+3.209 pp

Company participation

40%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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
Packaging Corporation of America → PKG	United States	$16393.5bn	30.730%	+30.682 pp	+3.242 pp	+42.3%	Yes
Amcor → AMCR	United States	$70.7bn	0.132%	-0.058 pp	-0.037 pp	+3.3%	No
International Paper → IP	United States	$15.0bn	0.028%	-0.009 pp	+0.003 pp	+42.8%	No
Avery Dennison → AVY	United States	$17.6bn	0.033%	-0.017 pp	+0.001 pp	+29.3%	No
Smurfit Westrock → SW	United States	$0.0bn	0.000%	+0.000 pp	+0.000 pp	+47.3%	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.