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›Movies & Entertainment›Movies & Entertainment

1 · Sector

Weight and 12M allocation change

Information Technology34.6%+14.94 pp Financials12.3%+4.16 pp Consumer Discretionary12.0%+4.02 pp Industrials10.1%+2.81 pp Consumer Staples7.3%+1.96 pp Communication Services2.7%+0.87 pp Health Care11.2%+0.85 pp Utilities2.9%+0.76 pp Real Estate2.4%+0.60 pp Energy2.3%+0.18 pp Materials2.3%-31.15 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services0.87%+0.29 pp Wireless Telecommunication Services0.62%+0.23 pp Movies & Entertainment0.65%+0.19 pp Cable & Satellite0.39%+0.10 pp Interactive Home Entertainment0.09%+0.04 pp Broadcasting0.06%+0.02 pp Advertising0.03%-0.00 pp

3 · Sub-industry

Inside Movies & Entertainment

Movies & Entertainment0.65%+0.193 pp

Concentrated

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

View all contributions →

Movies & Entertainment · weight

0.65%

Industry change · 12M

+0.19 pp

Movies & Entertainment · contribution

+0.193 pp

Company participation

75%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2025 · sorted by absolute contribution to 12-month change

Company	Country	Market cap	Universe weight	3M contribution	12M contribution	12M price return	Above 6M weight average
Walt Disney Company (The) → DIS	United States	$203.2bn	0.460%	+0.000 pp	+0.098 pp	+9.8%	Yes
Netflix → NFLX	United States	$51.4bn	0.116%	+0.023 pp	+0.064 pp	+88.2%	Yes
Live Nation Entertainment → LYV	United States	$32.1bn	0.073%	-0.002 pp	+0.031 pp	+46.4%	No
Paramount Skydance Corporation → PSKY	United States	$0.0bn	0.000%	+0.000 pp	+0.000 pp	+3.5%	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.