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

Communication Services5.0%+1.82 ppConsumer Staples9.1%+0.76 ppMaterials2.8%+0.64 ppUtilities3.9%+0.57 ppHealth Care17.2%+0.54 ppReal Estate3.9%+0.51 ppConsumer Discretionary7.0%-0.07 ppInformation Technology17.6%-0.07 ppEnergy3.9%-1.29 ppFinancials16.3%-1.64 ppIndustrials13.4%-1.77 pp

2 · Industry

Inside Communication Services

Movies & Entertainment1.47%+1.38 ppCable & Satellite1.06%+0.26 ppIntegrated Telecommunication Services2.29%+0.19 ppInteractive Home Entertainment0.07%-0.01 ppAdvertising0.10%-0.00 ppBroadcasting0.00%+0.00 ppWireless Telecommunication Services0.00%+0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services2.29%+0.186 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
2.29%
Industry change · 12M
+0.19 pp
Integrated Telecommunication Services · contribution
+0.186 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Verizon →
VZ
United States$224.8bn1.309%-0.054 pp+0.114 pp+19.0%Yes
AT&T →
T
United States$168.6bn0.982%-0.011 pp+0.072 pp+2.8%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.