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›Movies & Entertainment›Movies & Entertainment

1 · Sector

Weight and 12M allocation change

Communication Services5.0%+1.82 pp Consumer Staples9.1%+0.76 pp Materials2.8%+0.64 pp Utilities3.9%+0.57 pp Health Care17.2%+0.54 pp Real Estate3.9%+0.51 pp Consumer Discretionary7.0%-0.07 pp Information Technology17.6%-0.07 pp Energy3.9%-1.29 pp Financials16.3%-1.64 pp Industrials13.4%-1.77 pp

2 · Industry

Inside Communication Services

Movies & Entertainment1.47%+1.38 pp Cable & Satellite1.06%+0.26 pp Integrated Telecommunication Services2.29%+0.19 pp Interactive Home Entertainment0.07%-0.01 pp Advertising0.10%-0.00 pp Broadcasting0.00%+0.00 pp Wireless Telecommunication Services0.00%+0.00 pp

3 · Sub-industry

Inside Movies & Entertainment

Movies & Entertainment1.47%+1.379 pp

Concentrated

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

View all contributions →

Movies & Entertainment · weight

1.47%

Industry change · 12M

+1.38 pp

Movies & Entertainment · contribution

+1.379 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

Company	Country	Market cap	Universe weight	3M contribution	12M contribution	12M price return	Above 6M weight average
Walt Disney Company (The) → DIS	United States	$237.6bn	1.384%	+1.384 pp	+1.384 pp	+34.8%	Yes
Netflix → NFLX	United States	$15.0bn	0.087%	-0.003 pp	-0.005 pp	-2.4%	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.