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 Retail1.86%+0.71 ppSoft Drinks & Non-alcoholic Beverages1.07%-0.24 ppPackaged Foods & Meats0.41%-0.15 ppPersonal Care Products0.74%-0.06 ppTobacco0.47%-0.04 ppHousehold Products0.30%-0.03 ppAgricultural Products & Services0.08%-0.02 ppFood Distributors0.07%-0.02 ppFood Retail0.07%-0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
1.86%
Industry change · 12M
+0.71 pp
Consumer Staples Merchandise Retail · contribution
+0.709 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $552.1bn | 0.990% | -0.396 pp | +0.677 pp | +30.6% | No |
| Costco → COST | United States | $364.4bn | 0.653% | -0.275 pp | +0.112 pp | +51.2% | No |
| Dollar Tree → DLTR | United States | $22.4bn | 0.040% | -0.034 pp | -0.034 pp | -32.4% | No |
| Dollar General → DG | United States | $26.5bn | 0.047% | -0.041 pp | -0.033 pp | -27.4% | No |
| Target Corporation → TGT | United States | $69.6bn | 0.125% | -0.091 pp | -0.013 pp | +13.9% | 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.