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 Retail2.69%+1.02 ppSoft Drinks & Non-alcoholic Beverages1.36%-0.47 ppPersonal Care Products1.02%-0.31 ppPackaged Foods & Meats0.52%-0.23 ppHousehold Products0.39%-0.08 ppAgricultural Products & Services0.09%-0.04 ppFood Distributors0.09%-0.03 ppFood Retail0.09%-0.02 ppTobacco0.70%-0.01 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.69%
Industry change · 12M
+1.02 pp
Consumer Staples Merchandise Retail · contribution
+1.019 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $658.7bn | 1.548% | +0.559 pp | +1.050 pp | +52.5% | Yes |
| Costco → COST | United States | $387.3bn | 0.910% | +0.257 pp | +0.079 pp | +62.9% | Yes |
| Dollar Tree → DLTR | United States | $13.9bn | 0.033% | -0.008 pp | -0.050 pp | -41.8% | No |
| Dollar General → DG | United States | $17.6bn | 0.041% | -0.006 pp | -0.047 pp | -31.4% | No |
| Target Corporation → TGT | United States | $69.1bn | 0.162% | +0.038 pp | -0.011 pp | +39.9% | 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.