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 Technology26.9%+26.90 ppHealth Care15.8%+15.74 ppIndustrials12.3%+12.31 ppConsumer Discretionary7.4%+7.35 ppConsumer Staples7.1%+7.09 ppCommunication Services4.5%+4.49 ppMaterials3.3%+3.27 ppReal Estate3.1%+3.13 ppUtilities3.0%+2.97 ppEnergy2.4%+2.40 ppFinancials14.3%-85.64 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services1.37%+1.36 ppMovies & Entertainment1.28%+1.28 ppCable & Satellite1.08%+1.08 ppWireless Telecommunication Services0.64%+0.64 ppInteractive Home Entertainment0.07%+0.07 ppAdvertising0.06%+0.06 ppBroadcasting0.00%+0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services1.37%+1.365 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
1.37%
Industry change · 12M
+1.36 pp
Integrated Telecommunication Services · contribution
+1.365 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 2021 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Verizon →
VZ
United States$232.0bn0.819%+0.348 pp+0.818 pp+6.1%Yes
AT&T →
T
United States$155.2bn0.548%+0.229 pp+0.547 pp+4.5%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.