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 Technology37.5%+17.67 pp Financials12.1%+3.93 pp Consumer Discretionary11.7%+3.50 pp Industrials10.0%+2.95 pp Consumer Staples6.5%+1.39 pp Utilities2.8%+0.81 pp Communication Services2.5%+0.68 pp Real Estate2.3%+0.39 pp Energy2.3%+0.30 pp Health Care10.3%+0.23 pp Materials2.1%-31.86 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services0.79%+0.24 pp Movies & Entertainment0.63%+0.23 pp Wireless Telecommunication Services0.57%+0.18 pp Cable & Satellite0.29%-0.04 pp Interactive Home Entertainment0.08%+0.04 pp Broadcasting0.07%+0.03 pp Advertising0.03%-0.00 pp

3 · Sub-industry

Inside Movies & Entertainment

Movies & Entertainment0.63%+0.234 pp

Concentrated

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

View all contributions →

Movies & Entertainment · weight

0.63%

Industry change · 12M

+0.23 pp

Movies & Entertainment · contribution

+0.234 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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	$214.1bn	0.452%	+0.057 pp	+0.145 pp	+28.2%	Yes
Netflix → NFLX	United States	$49.3bn	0.104%	-0.012 pp	+0.056 pp	+84.5%	No
Live Nation Entertainment → LYV	United States	$34.6bn	0.073%	-0.001 pp	+0.033 pp	+53.6%	No
Paramount Skydance Corporation → PSKY	United States	$0.0bn	0.000%	+0.000 pp	+0.000 pp	+12.0%	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.