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 Technology39.9%+2.38 ppEnergy2.7%+0.38 ppHealth Care10.6%+0.37 ppMaterials2.0%-0.11 ppIndustrials9.9%-0.12 ppReal Estate2.1%-0.17 ppCommunication Services2.2%-0.23 ppUtilities2.5%-0.34 ppConsumer Discretionary11.3%-0.38 ppConsumer Staples5.9%-0.60 ppFinancials10.9%-1.19 pp

2 · Industry

Inside Materials

Paper & Plastic Packaging Products & Materials0.18%-0.13 ppIndustrial Gases0.50%-0.09 ppConstruction Materials0.23%+0.08 ppSpecialty Chemicals0.42%-0.06 ppSteel0.17%+0.06 ppCopper0.16%+0.04 ppGold0.17%+0.03 ppFertilizers & Agricultural Chemicals0.14%-0.02 ppMetal, Glass & Plastic Containers0.03%-0.00 ppCommodity Chemicals0.04%+0.00 pp

3 · Sub-industry

Inside Paper & Plastic Packaging Products & Materials

Paper & Plastic Packaging Products & Materials0.18%-0.131 pp
Concentrated

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

View all contributions →
Paper & Plastic Packaging Products & Materials · weight
0.18%
Industry change · 12M
-0.13 pp
Paper & Plastic Packaging Products & Materials · contribution
-0.131 pp
Company participation
80%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2026 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Amcor →
AMCR
United States$20.8bn0.036%+0.012 pp-0.106 pp+2.0%Yes
International Paper →
IP
United States$21.6bn0.038%+0.016 pp-0.014 pp-8.5%Yes
Smurfit Westrock →
SW
United States$24.1bn0.042%+0.015 pp-0.007 pp+6.7%Yes
Avery Dennison →
AVY
United States$13.0bn0.023%+0.006 pp-0.005 pp+3.5%Yes
Packaging Corporation of America →
PKG
United States$21.9bn0.038%-25.797 pp+0.001 pp+30.0%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.