Universe›Materials›Paper & Plastic Packaging Products & Materials
Observatory · observe first

Paper & Plastic Packaging Products & Materials

Paper & Plastic Packaging Products & Materials is gaining market weight. Lost weight for 1 consecutive month.

Historical time machine
Historical observation
20182026
Reversing upwardConcentrated

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

Universe weight
30.92%
$16.50T
12-month change
+3.21 pp
6-month change
+30.59 pp
3-month change
+30.60 pp
Company participation
40%
above their 6M weight average

Where did the weight change come from?

12-month contribution in universe percentage points · contributions add to the industry change

Company attribution
All other companies-0.034 pp
Industry total+3.209 pp

The three largest same-direction contributors explain 100% of gross gains. Opposing contributions can make an individual company’s change larger than the industry’s net change.

How has it moved through history?

Share of matched S&P 500 members

Jul 2019 – Jun 2024 · market weight (%)

1.1163120202021202220232024

Relative performance

Industry return versus ACWI · no future data shown

73839420202021202220232024

Is participation broad or concentrated?

Actual constituent counts at this date, not the legacy synthetic breadth proxy

Above their 3M universe-weight average20%
Above their 6M universe-weight average40%
Above their 12M universe-weight average20%
Top 5 share of current industry market cap100.0%

This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.

Evidence can disagree

Independent dimensions · no combined score or bullish/bearish verdict

Allocation · 12M+3.21 pp
Relative strength · 12M+10.1%
Price index return · 12M+31.3%
Earnings revisions · unavailable0.0
Allocation gained weight while relative performance rose. Fewer than half of constituents are above their 6M weight average. These observations need not agree.
Other evidence and availability

Valuation data: unavailable; shown as zero placeholder.

Attention data: unavailable; shown as zero placeholder.

Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.

Volume / turnover: unavailable in this dataset.

Follow the contribution to individual companies

Sorted by absolute 12-month weight contribution, not investment merit

CompanySub-industryCountryUniverse weight12M contribution12M price returnRevisions
Packaging Corporation of America →
PKG
Paper & Plastic Packaging Products & MaterialsUnited States30.730%+3.242 pp+42.3%0.0
Amcor →
AMCR
Paper & Plastic Packaging Products & MaterialsUnited States0.132%-0.037 pp+3.3%0.0
International Paper →
IP
Paper & Plastic Packaging Products & MaterialsUnited States0.028%+0.003 pp+42.8%0.0
Avery Dennison →
AVY
Paper & Plastic Packaging Products & MaterialsUnited States0.033%+0.001 pp+29.3%0.0
Smurfit Westrock →
SW
Paper & Plastic Packaging Products & MaterialsUnited States0.000%+0.000 pp+47.3%0.0
Underlying monthly industry observations
MonthWeight1M change3M change6M change12M changeRelative return · 12M
Jun 202430.923%-0.778 pp+30.598 pp+30.586 pp+3.209 pp+10.1%
May 202431.701%+31.383 pp+31.382 pp+31.352 pp+3.914 pp+14.0%
Apr 20240.318%-0.007 pp-0.014 pp-0.035 pp-0.085 pp-5.1%
Mar 20240.325%+0.006 pp-0.012 pp-0.033 pp-0.098 pp-7.4%
Feb 20240.319%-0.012 pp-0.030 pp-0.035 pp-0.111 pp-11.0%
Jan 20240.331%-0.006 pp-0.022 pp-29.952 pp-0.124 pp-10.9%
Dec 20230.337%-0.012 pp-0.021 pp-27.378 pp-0.123 pp-11.9%
Nov 20230.349%-0.004 pp-0.005 pp-27.438 pp-0.103 pp-8.4%
Oct 20230.353%-0.005 pp-29.930 pp-0.050 pp-0.084 pp-7.7%
Sep 20230.358%+0.003 pp-27.357 pp-0.066 pp-0.095 pp-6.5%
Aug 20230.354%-29.929 pp-27.433 pp-0.076 pp-0.119 pp-10.8%
Jul 202330.283%+2.569 pp+29.881 pp+29.827 pp+29.797 pp-12.3%
Jun 202327.715%-0.073 pp+27.291 pp+27.255 pp+27.190 pp-23.1%
May 202327.787%+27.385 pp+27.357 pp+27.335 pp+27.264 pp-23.4%
Apr 20230.403%-0.021 pp-0.053 pp-0.035 pp-0.092 pp-9.6%
Mar 20230.423%-0.007 pp-0.037 pp-0.029 pp-0.021 pp+7.9%
Feb 20230.431%-0.025 pp-0.022 pp-0.043 pp-0.030 pp+7.5%
Jan 20230.456%-0.004 pp+0.019 pp-0.031 pp-0.022 pp+9.6%
Dec 20220.460%+0.007 pp+0.008 pp-0.065 pp+0.008 pp+18.9%
Nov 20220.453%+0.015 pp-0.021 pp-0.070 pp+0.001 pp+20.4%
Oct 20220.437%-0.015 pp-0.049 pp-0.058 pp-0.041 pp+15.3%
Sep 20220.452%-0.021 pp-0.073 pp+0.008 pp-0.039 pp+11.1%
Aug 20220.473%-0.013 pp-0.050 pp+0.013 pp-0.042 pp+9.5%
Jul 20220.486%-0.039 pp-0.009 pp+0.009 pp+0.001 pp+19.0%
Jun 20220.525%+0.002 pp+0.081 pp+0.073 pp+0.026 pp+20.2%
May 20220.523%+0.028 pp+0.063 pp+0.071 pp-0.003 pp+13.0%
Apr 20220.495%+0.050 pp+0.017 pp+0.017 pp-0.031 pp+6.9%
Mar 20220.445%-0.016 pp-0.008 pp-0.047 pp+0.172 pp-5.4%
Feb 20220.460%-0.017 pp+0.008 pp-0.055 pp+0.199 pp+0.2%
Jan 20220.478%+0.026 pp-0.000 pp-0.007 pp+0.167 pp+1.4%
Dec 20210.452%+0.000 pp-0.040 pp-0.047 pp-0.102 pp-8.4%
Nov 20210.452%-0.026 pp-0.064 pp-0.074 pp-0.109 pp-10.7%
Oct 20210.478%-0.014 pp-0.007 pp-0.048 pp-0.092 pp-8.7%
Sep 20210.492%-0.024 pp-0.007 pp+0.219 pp+0.491 pp-5.6%
Aug 20210.516%+0.031 pp-0.010 pp+0.254 pp+0.515 pp+5.6%
Jul 20210.485%-0.014 pp-0.041 pp+0.174 pp+0.484 pp-0.9%
Jun 20210.499%-0.027 pp+0.227 pp-0.055 pp+0.499 pp-5.0%
May 20210.526%+0.000 pp+0.264 pp-0.035 pp+0.525 pp-2.5%
Apr 20210.526%+0.253 pp+0.215 pp-0.045 pp-0.051 pp+1.9%
Mar 20210.273%+0.011 pp-0.281 pp+0.272 pp+0.272 pp+2.4%
Feb 20210.262%-0.049 pp-0.299 pp+0.261 pp+0.261 pp+1.0%
Jan 20210.311%-0.243 pp-0.259 pp+0.310 pp-0.286 pp-2.7%
Dec 20200.554%-0.007 pp+0.553 pp+0.553 pp-0.066 pp-0.8%
Nov 20200.561%-0.010 pp+0.560 pp+0.560 pp-0.053 pp+0.6%
Oct 20200.570%+0.570 pp+0.570 pp-0.006 pp-0.027 pp+6.9%
Sep 20200.001%+0.000 pp-0.000 pp+0.000 pp-0.607 pp+3.9%
Aug 20200.001%+0.000 pp-0.000 pp+0.000 pp-0.183 pp-0.6%
Jul 20200.001%-0.000 pp-0.576 pp-0.596 pp-0.189 pp-3.4%
Jun 20200.001%-0.000 pp+0.000 pp-0.620 pp-0.188 pp+3.6%
May 20200.001%-0.576 pp+0.000 pp-0.613 pp-0.190 pp+6.8%
Apr 20200.576%+0.576 pp-0.020 pp-0.021 pp+0.373 pp-2.4%
Mar 20200.000%+0.000 pp-0.620 pp-0.607 pp-0.209 pp-6.1%
Feb 20200.000%-0.596 pp-0.613 pp-0.183 pp-0.205 pp-6.7%
Jan 20200.597%-0.024 pp-0.001 pp+0.407 pp+0.477 pp-5.3%
Dec 20190.620%+0.007 pp+0.013 pp+0.431 pp+0.509 pp+4.8%
Nov 20190.614%+0.016 pp+0.430 pp+0.423 pp+0.496 pp-0.4%
Oct 20190.598%-0.010 pp+0.409 pp+0.395 pp+0.482 pp-2.4%
Sep 20190.608%+0.424 pp+0.419 pp+0.399 pp+0.484 pp-5.0%
Aug 20190.184%-0.005 pp-0.007 pp-0.022 pp+0.057 pp-8.5%
Jul 20190.189%+0.000 pp-0.014 pp+0.070 pp-0.054 pp-11.3%
How are these descriptive states defined?

Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.

Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.

Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.

Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.

Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.