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 Technology36.8%+3.53 pp Consumer Discretionary12.0%+1.16 pp Financials12.2%+0.79 pp Communication Services2.5%+0.07 pp Industrials9.8%+0.05 pp Utilities2.7%-0.09 pp Energy2.4%-0.29 pp Materials2.3%-0.34 pp Real Estate2.3%-0.39 pp Consumer Staples6.4%-0.84 pp Health Care10.6%-3.65 pp

2 · Industry

Inside Communication Services

Cable & Satellite0.29%-0.13 pp Movies & Entertainment0.63%+0.11 pp Integrated Telecommunication Services0.82%+0.05 pp Wireless Telecommunication Services0.59%+0.03 pp Interactive Home Entertainment0.09%+0.02 pp Advertising0.03%-0.02 pp Broadcasting0.06%+0.01 pp

3 · Sub-industry

Inside Movies & Entertainment

Movies & Entertainment0.63%+0.105 pp

Concentrated

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

View all contributions →

Movies & Entertainment · weight

0.63%

Industry change · 12M

+0.11 pp

Movies & Entertainment · contribution

+0.105 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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	$212.8bn	0.441%	-0.019 pp	+0.045 pp	+32.1%	No
Netflix → NFLX	United States	$51.3bn	0.106%	-0.010 pp	+0.034 pp	+72.3%	No
Live Nation Entertainment → LYV	United States	$39.0bn	0.081%	+0.008 pp	+0.026 pp	+70.5%	Yes
Paramount Skydance Corporation → PSKY	United States	$0.0bn	0.000%	+0.000 pp	+0.000 pp	+42.9%	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.