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

Information Technology17.9%+7.76 ppHealth Care16.6%+6.64 ppFinancials15.9%+6.02 ppIndustrials13.4%+5.24 ppConsumer Staples9.3%+4.44 ppCommunication Services5.4%+3.44 ppReal Estate4.0%+2.04 ppUtilities3.9%+2.00 ppMaterials2.9%+1.73 ppEnergy3.6%+0.89 ppConsumer Discretionary7.2%-40.20 pp

2 · Industry

Inside Communication Services

Movies & Entertainment1.41%+1.36 ppIntegrated Telecommunication Services2.37%+1.08 ppCable & Satellite1.07%+0.57 ppWireless Telecommunication Services0.36%+0.36 ppAdvertising0.09%+0.04 ppInteractive Home Entertainment0.08%+0.03 ppBroadcasting0.00%+0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services2.37%+1.076 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
2.37%
Industry change · 12M
+1.08 pp
Integrated Telecommunication Services · contribution
+1.076 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Verizon →
VZ
United States$240.5bn1.308%-0.001 pp+0.583 pp+11.6%Yes
AT&T →
T
United States$194.6bn1.058%+0.077 pp+0.493 pp+19.9%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.