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 Services5.2%+1.94 ppMaterials2.8%+0.73 ppInformation Technology17.9%+0.59 ppUtilities3.7%+0.30 ppReal Estate3.7%+0.26 ppConsumer Discretionary7.1%+0.24 ppConsumer Staples8.9%+0.13 ppIndustrials14.4%-0.54 ppHealth Care16.3%-0.95 ppEnergy3.8%-1.22 ppFinancials16.3%-1.49 pp

2 · Industry

Inside Communication Services

Movies & Entertainment1.44%+1.36 ppWireless Telecommunication Services0.36%+0.36 ppCable & Satellite1.00%+0.11 ppIntegrated Telecommunication Services2.22%+0.11 ppAdvertising0.09%+0.00 ppInteractive Home Entertainment0.07%-0.00 ppBroadcasting0.00%+0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services2.22%+0.106 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
2.22%
Industry change · 12M
+0.11 pp
Integrated Telecommunication Services · contribution
+0.106 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
AT&T →
T
United States$187.7bn0.999%+0.050 pp+0.134 pp+15.7%Yes
Verizon →
VZ
United States$228.6bn1.216%-0.101 pp-0.028 pp+11.6%No

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.