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 Technology18.4%+8.88 ppFinancials16.5%+7.33 ppHealth Care17.0%+6.61 ppIndustrials13.2%+6.00 ppConsumer Staples8.7%+3.60 ppCommunication Services5.3%+3.24 ppMaterials3.2%+1.83 ppUtilities3.7%+1.55 ppReal Estate3.5%+1.53 ppEnergy3.5%+1.16 ppConsumer Discretionary7.0%-41.73 pp

2 · Industry

Inside Communication Services

Movies & Entertainment1.42%+1.38 ppIntegrated Telecommunication Services2.30%+0.91 ppCable & Satellite1.07%+0.56 ppWireless Telecommunication Services0.33%+0.33 ppAdvertising0.09%+0.03 ppInteractive Home Entertainment0.07%+0.03 ppBroadcasting0.00%+0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services2.30%+0.912 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
2.30%
Industry change · 12M
+0.91 pp
Integrated Telecommunication Services · contribution
+0.912 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
AT&T →
T
United States$215.6bn1.058%-0.051 pp+0.497 pp+48.5%No
Verizon →
VZ
United States$253.9bn1.246%-0.080 pp+0.415 pp+13.8%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.