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 Retail2.71%+1.11 ppSoft Drinks & Non-alcoholic Beverages1.50%-0.35 ppPersonal Care Products1.08%-0.22 ppPackaged Foods & Meats0.57%-0.20 ppTobacco0.68%-0.04 ppHousehold Products0.44%-0.03 ppAgricultural Products & Services0.11%-0.03 ppFood Distributors0.09%-0.02 ppFood Retail0.09%-0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.71%
Industry change · 12M
+1.11 pp
Consumer Staples Merchandise Retail · contribution
+1.105 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $620.8bn | 1.500% | +0.487 pp | +1.035 pp | +44.4% | Yes |
| Costco → COST | United States | $395.6bn | 0.956% | +0.269 pp | +0.180 pp | +67.2% | Yes |
| Dollar General → DG | United States | $18.2bn | 0.044% | -0.013 pp | -0.053 pp | -39.0% | No |
| Dollar Tree → DLTR | United States | $18.2bn | 0.044% | -0.005 pp | -0.042 pp | -30.9% | No |
| Target Corporation → TGT | United States | $70.8bn | 0.171% | +0.033 pp | -0.015 pp | +25.4% | 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.