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

Materials27.4%+25.10 pp Energy2.1%-0.32 pp Communication Services2.0%-0.81 pp Utilities2.0%-0.92 pp Real Estate1.6%-0.95 pp Industrials7.6%-2.27 pp Consumer Discretionary8.9%-2.59 pp Consumer Staples4.7%-2.85 pp Financials7.8%-4.44 pp Information Technology28.4%-4.69 pp Health Care7.4%-5.25 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services0.52%-0.40 pp Wireless Telecommunication Services0.29%-0.39 pp Cable & Satellite0.14%-0.28 pp Movies & Entertainment0.85%+0.26 pp Interactive Home Entertainment0.05%-0.05 pp Broadcasting0.09%+0.04 pp Advertising0.03%-0.01 pp

3 · Sub-industry

Inside Movies & Entertainment

Movies & Entertainment0.85%+0.265 pp

Concentrated

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

View all contributions →

Movies & Entertainment · weight

0.85%

Industry change · 12M

+0.26 pp

Movies & Entertainment · contribution

+0.265 pp

Company participation

25%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 2026 · 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
Netflix → NFLX	United States	$394.4bn	0.535%	-0.139 pp	+0.419 pp	-17.3%	Yes
Walt Disney Company (The) → DIS	United States	$183.8bn	0.249%	-0.136 pp	-0.145 pp	+15.3%	No
Live Nation Entertainment → LYV	United States	$37.1bn	0.050%	-0.015 pp	-0.024 pp	+19.2%	No
Paramount Skydance Corporation → PSKY	United States	$11.0bn	0.015%	-0.008 pp	+0.015 pp	-11.4%	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.