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 Technology26.8%+8.71 ppMaterials3.2%-0.02 ppConsumer Discretionary6.8%-0.23 ppCommunication Services5.0%-0.29 ppHealth Care16.4%-0.39 ppReal Estate3.1%-0.54 ppConsumer Staples8.2%-0.62 ppUtilities3.0%-0.62 ppIndustrials12.5%-1.18 ppEnergy1.9%-1.53 ppFinancials13.2%-3.30 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services1.72%-0.58 ppWireless Telecommunication Services0.70%+0.36 ppMovies & Entertainment1.29%-0.16 ppCable & Satellite1.16%+0.09 ppAdvertising0.06%-0.03 ppInteractive Home Entertainment0.09%+0.02 ppBroadcasting0.00%-0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services1.72%-0.575 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
1.72%
Industry change · 12M
-0.58 pp
Integrated Telecommunication Services · contribution
-0.575 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 2020 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
AT&T →
T
United States$154.7bn0.657%+0.656 pp-0.382 pp-16.0%Yes
Verizon →
VZ
United States$250.0bn1.062%+1.060 pp-0.193 pp+4.7%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.