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 Retail2.78%+1.11 ppSoft Drinks & Non-alcoholic Beverages1.24%-0.45 ppPackaged Foods & Meats0.46%-0.25 ppPersonal Care Products0.99%-0.16 ppHousehold Products0.37%-0.07 ppAgricultural Products & Services0.08%-0.04 ppFood Distributors0.09%-0.02 ppTobacco0.63%-0.02 ppFood Retail0.10%+0.00 pp
3 · Sub-industry
Inside Consumer Staples Merchandise Retail
Consumer Staples Merchandise Retail · weight
2.78%
Industry change · 12M
+1.11 pp
Consumer Staples Merchandise Retail · contribution
+1.110 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $725.8bn | 1.646% | +0.135 pp | +1.224 pp | +74.0% | Yes |
| Dollar Tree → DLTR | United States | $16.1bn | 0.037% | +0.001 pp | -0.056 pp | -47.2% | No |
| Target Corporation → TGT | United States | $61.9bn | 0.140% | -0.027 pp | -0.056 pp | -2.3% | No |
| Dollar General → DG | United States | $16.7bn | 0.038% | -0.005 pp | -0.051 pp | -43.1% | No |
| Costco → COST | United States | $406.7bn | 0.922% | +0.007 pp | +0.049 pp | +39.6% | 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.