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 Retail2.67%+1.03 ppSoft Drinks & Non-alcoholic Beverages1.44%-0.38 ppPersonal Care Products1.05%-0.22 ppPackaged Foods & Meats0.55%-0.22 ppTobacco0.64%-0.09 ppHousehold Products0.42%-0.05 ppAgricultural Products & Services0.10%-0.04 ppFood Distributors0.09%-0.02 ppFood Retail0.10%-0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.67%
Industry change · 12M
+1.03 pp
Consumer Staples Merchandise Retail · contribution
+1.030 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $649.1bn | 1.511% | +0.490 pp | +1.032 pp | +53.5% | Yes |
| Costco → COST | United States | $393.0bn | 0.915% | +0.209 pp | +0.079 pp | +61.5% | Yes |
| Dollar Tree → DLTR | United States | $15.1bn | 0.035% | -0.008 pp | -0.043 pp | -33.9% | No |
| Dollar General → DG | United States | $18.6bn | 0.043% | -0.011 pp | -0.034 pp | -18.6% | No |
| Target Corporation → TGT | United States | $71.8bn | 0.167% | +0.039 pp | -0.003 pp | +45.6% | 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.