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 Technology41.0%+4.61 pp Industrials10.3%+0.34 pp Energy2.4%+0.09 pp Materials2.1%-0.14 pp Utilities2.5%-0.22 pp Real Estate2.0%-0.28 pp Consumer Discretionary11.2%-0.41 pp Health Care10.4%-0.48 pp Communication Services2.2%-0.51 pp Consumer Staples5.7%-1.01 pp Financials10.3%-1.99 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services0.56%-0.29 pp Wireless Telecommunication Services0.32%-0.27 pp Cable & Satellite0.15%-0.23 pp Movies & Entertainment0.91%+0.23 pp Broadcasting0.12%+0.06 pp Interactive Home Entertainment0.08%-0.01 pp Advertising0.04%+0.01 pp

3 · Sub-industry

Inside Movies & Entertainment

Movies & Entertainment0.91%+0.226 pp

Concentrated

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

View all contributions →

Movies & Entertainment · weight

0.91%

Industry change · 12M

+0.23 pp

Movies & Entertainment · contribution

+0.226 pp

Company participation

75%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	$300.8bn	0.523%	-0.069 pp	+0.400 pp	-46.7%	No
Walt Disney Company (The) → DIS	United States	$167.1bn	0.290%	+0.042 pp	-0.190 pp	-21.3%	Yes
Paramount Skydance Corporation → PSKY	United States	$10.6bn	0.018%	+0.004 pp	+0.018 pp	-22.3%	Yes
Live Nation Entertainment → LYV	United States	$43.1bn	0.075%	+0.023 pp	-0.001 pp	+21.0%	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.