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›Communication Services›Integrated Telecommunication Services›Integrated Telecommunication Services

1 · Sector

Weight and 12M allocation change

Health Care17.9%+1.29 ppInformation Technology17.9%+0.79 ppUtilities3.9%+0.52 ppMaterials2.5%+0.42 ppReal Estate3.8%+0.41 ppCommunication Services3.6%+0.24 ppConsumer Discretionary7.2%+0.13 ppConsumer Staples9.1%-0.01 ppEnergy4.4%-0.26 ppIndustrials13.8%-1.36 ppFinancials16.0%-2.17 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services2.39%+0.18 ppCable & Satellite0.98%+0.06 ppMovies & Entertainment0.09%+0.01 ppAdvertising0.09%-0.01 ppInteractive Home Entertainment0.06%-0.01 ppBroadcasting0.00%+0.00 ppWireless Telecommunication Services0.00%+0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services2.39%+0.183 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
2.39%
Industry change · 12M
+0.18 pp
Integrated Telecommunication Services · contribution
+0.183 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2019 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Verizon →
VZ
United States$244.3bn1.404%+0.573 pp+0.207 pp+29.4%Yes
AT&T →
T
United States$172.6bn0.991%+0.430 pp-0.023 pp-4.6%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.