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 Technology28.6%+15.12 ppHealth Care17.0%+8.92 ppFinancials12.8%+5.42 ppConsumer Staples7.5%+3.67 ppIndustrials10.3%+3.67 ppEnergy3.3%+2.11 ppReal Estate3.4%+1.82 ppUtilities3.4%+1.74 ppMaterials3.3%+1.63 ppCommunication Services3.6%+1.16 ppConsumer Discretionary7.0%-45.25 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services1.15%+0.36 ppCable & Satellite0.80%+0.27 ppMovies & Entertainment0.99%+0.25 ppWireless Telecommunication Services0.54%+0.24 ppAdvertising0.06%+0.03 ppInteractive Home Entertainment0.06%+0.02 ppBroadcasting0.00%+0.00 pp

3 · Sub-industry

Inside Integrated Telecommunication Services

Integrated Telecommunication Services1.15%+0.359 pp
Concentrated

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

View all contributions →
Integrated Telecommunication Services · weight
1.15%
Industry change · 12M
+0.36 pp
Integrated Telecommunication Services · contribution
+0.359 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2022 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Verizon →
VZ
United States$213.8bn0.720%+0.031 pp+0.249 pp-8.3%No
AT&T →
T
United States$127.5bn0.429%+0.004 pp+0.110 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.