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 Retail2.80%+1.18 ppSoft Drinks & Non-alcoholic Beverages1.26%-0.48 ppPackaged Foods & Meats0.47%-0.24 ppPersonal Care Products1.03%-0.22 ppHousehold Products0.38%-0.08 ppAgricultural Products & Services0.09%-0.04 ppFood Distributors0.08%-0.03 ppTobacco0.67%-0.01 ppFood Retail0.10%-0.00 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.80%
Industry change · 12M
+1.18 pp
Consumer Staples Merchandise Retail · contribution
+1.176 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $743.5bn | 1.641% | +0.141 pp | +1.205 pp | +80.6% | Yes |
| Costco → COST | United States | $430.6bn | 0.950% | -0.006 pp | +0.132 pp | +68.7% | Yes |
| Target Corporation → TGT | United States | $60.6bn | 0.134% | -0.037 pp | -0.059 pp | +1.8% | No |
| Dollar General → DG | United States | $17.0bn | 0.037% | -0.007 pp | -0.052 pp | -39.9% | No |
| Dollar Tree → DLTR | United States | $15.3bn | 0.034% | -0.010 pp | -0.050 pp | -42.3% | 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.