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 Technology27.5%+27.47 ppHealth Care16.1%+16.09 ppIndustrials11.8%+11.83 ppConsumer Discretionary7.3%+7.33 ppConsumer Staples7.0%+6.99 ppCommunication Services4.3%+4.28 ppMaterials3.2%+3.15 ppReal Estate3.1%+3.13 ppUtilities3.0%+2.99 ppEnergy2.3%+2.34 ppFinancials14.3%-85.61 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services1.30%+1.29 ppMovies & Entertainment1.24%+1.24 ppCable & Satellite1.07%+1.07 ppWireless Telecommunication Services0.56%+0.56 ppInteractive Home Entertainment0.06%+0.06 ppAdvertising0.05%+0.05 ppBroadcasting0.00%+0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services1.30%+1.294 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
1.30%
Industry change · 12M
+1.29 pp
Integrated Telecommunication Services · contribution
+1.294 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Verizon →
VZ
United States$223.6bn0.785%-0.034 pp+0.784 pp-5.2%No
AT&T →
T
United States$145.7bn0.511%-0.037 pp+0.511 pp+4.1%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.