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 Technology27.3%+27.25 ppHealth Care16.4%+16.43 ppIndustrials12.2%+12.14 ppConsumer Discretionary7.3%+7.28 ppConsumer Staples7.1%+7.13 ppCommunication Services4.4%+4.36 ppMaterials3.3%+3.25 ppReal Estate3.2%+3.19 ppUtilities3.0%+3.01 ppEnergy2.1%+2.14 ppFinancials13.7%-86.17 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services1.31%+1.31 ppMovies & Entertainment1.23%+1.23 ppCable & Satellite1.08%+1.08 ppWireless Telecommunication Services0.62%+0.62 ppInteractive Home Entertainment0.07%+0.07 ppAdvertising0.05%+0.05 ppBroadcasting0.00%+0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services1.31%+1.309 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
1.31%
Industry change · 12M
+1.31 pp
Integrated Telecommunication Services · contribution
+1.309 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Verizon →
VZ
United States$230.9bn0.792%-0.075 pp+0.791 pp+1.3%Yes
AT&T →
T
United States$151.3bn0.519%-0.095 pp+0.518 pp+4.2%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.