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 Technology40.9%+4.04 pp Energy3.9%+1.55 pp Health Care10.6%+0.01 pp Communication Services2.3%-0.19 pp Materials2.0%-0.23 pp Real Estate1.9%-0.31 pp Industrials9.3%-0.48 pp Utilities2.2%-0.48 pp Consumer Staples5.5%-0.92 pp Consumer Discretionary10.8%-1.27 pp Financials10.5%-1.72 pp

2 · Industry

Inside Materials

Paper & Plastic Packaging Products & Materials0.17%-0.21 pp Industrial Gases0.49%-0.11 pp Specialty Chemicals0.41%-0.09 pp Construction Materials0.21%+0.06 pp Gold0.22%+0.05 pp Copper0.18%+0.05 pp Steel0.15%+0.04 pp Fertilizers & Agricultural Chemicals0.14%-0.02 pp Metal, Glass & Plastic Containers0.03%-0.00 pp Commodity Chemicals0.04%+0.00 pp

3 · Sub-industry

Inside Paper & Plastic Packaging Products & Materials

Paper & Plastic Packaging Products & Materials0.17%-0.214 pp

Concentrated

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

View all contributions →

Paper & Plastic Packaging Products & Materials · weight

0.17%

Industry change · 12M

-0.21 pp

Paper & Plastic Packaging Products & Materials · contribution

-0.214 pp

Company participation

80%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 2026 · 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
Amcor → AMCR	United States	$21.2bn	0.035%	+0.004 pp	-0.171 pp	+12.9%	Yes
International Paper → IP	United States	$20.1bn	0.033%	+0.003 pp	-0.021 pp	-19.9%	Yes
Smurfit Westrock → SW	United States	$24.6bn	0.041%	+0.004 pp	-0.010 pp	+2.0%	Yes
Packaging Corporation of America → PKG	United States	$20.8bn	0.035%	+0.001 pp	-0.006 pp	+10.0%	No
Avery Dennison → AVY	United States	$13.2bn	0.022%	+0.001 pp	-0.006 pp	+3.7%	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.