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

Universe›Materials›Paper & Plastic Packaging Products & Materials›Paper & Plastic Packaging Products & Materials

1 · Sector

Weight and 12M allocation change

Information Technology37.5%+17.67 pp Financials12.1%+3.93 pp Consumer Discretionary11.7%+3.50 pp Industrials10.0%+2.95 pp Consumer Staples6.5%+1.39 pp Utilities2.8%+0.81 pp Communication Services2.5%+0.68 pp Real Estate2.3%+0.39 pp Energy2.3%+0.30 pp Health Care10.3%+0.23 pp Materials2.1%-31.86 pp

2 · Industry

Inside Materials

Paper & Plastic Packaging Products & Materials0.31%-32.06 pp Industrial Gases0.59%+0.10 pp Fertilizers & Agricultural Chemicals0.16%+0.05 pp Gold0.14%+0.04 pp Commodity Chemicals0.03%-0.03 pp Specialty Chemicals0.48%+0.02 pp Construction Materials0.15%+0.02 pp Copper0.12%+0.00 pp Steel0.11%+0.00 pp Metal, Glass & Plastic Containers0.03%-0.00 pp

3 · Sub-industry

Inside Paper & Plastic Packaging Products & Materials

Paper & Plastic Packaging Products & Materials0.31%-32.057 pp

Concentrated

Most of this industry's losses came from a few companies.

View all contributions →

Paper & Plastic Packaging Products & Materials · weight

0.31%

Industry change · 12M

-32.06 pp

Paper & Plastic Packaging Products & Materials · contribution

-32.057 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2025 · 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
Packaging Corporation of America → PKG	United States	$17.4bn	0.037%	-0.003 pp	-32.131 pp	-0.7%	No
Smurfit Westrock → SW	United States	$23.2bn	0.049%	-0.004 pp	+0.049 pp	+2.1%	No
International Paper → IP	United States	$24.7bn	0.052%	-0.006 pp	+0.023 pp	+4.3%	No
Amcor → AMCR	United States	$67.6bn	0.142%	-0.017 pp	+0.006 pp	-6.6%	No
Avery Dennison → AVY	United States	$13.1bn	0.028%	-0.005 pp	-0.004 pp	-21.2%	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.