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

Information Technology18.1%+8.41 pp Financials16.5%+6.93 pp Health Care16.8%+6.27 pp Industrials13.7%+6.24 pp Consumer Staples8.8%+3.60 pp Communication Services5.3%+3.22 pp Materials3.2%+1.80 pp Utilities3.7%+1.59 pp Real Estate3.6%+1.58 pp Energy3.4%+1.00 pp Consumer Discretionary7.0%-40.65 pp

2 · Industry

Inside Communication Services

Movies & Entertainment1.45%+1.40 pp Integrated Telecommunication Services2.29%+0.90 pp Cable & Satellite1.07%+0.52 pp Wireless Telecommunication Services0.34%+0.34 pp Advertising0.09%+0.03 pp Interactive Home Entertainment0.07%+0.03 pp Broadcasting0.00%+0.00 pp

3 · Sub-industry

Inside Movies & Entertainment

Movies & Entertainment1.45%+1.404 pp

Concentrated

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

View all contributions →

Movies & Entertainment · weight

1.45%

Industry change · 12M

+1.40 pp

Movies & Entertainment · contribution

+1.404 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 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	$273.2bn	1.376%	+0.032 pp	+1.376 pp	+33.1%	Yes
Netflix → NFLX	United States	$13.8bn	0.069%	-0.000 pp	+0.028 pp	+10.0%	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.