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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Health Care
Biotechnology3.20%-0.18 ppPharmaceuticals5.60%+0.10 ppHealth Care Equipment2.92%+0.10 ppHealth Care Services0.63%-0.07 ppManaged Health Care1.90%-0.06 ppHealth Care Distributors0.47%-0.04 ppLife Sciences Tools & Services1.53%+0.02 ppHealth Care Facilities0.21%+0.00 ppHealth Care Supplies0.14%+0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.47%
Industry change · 12M
-0.04 pp
Health Care Distributors · contribution
-0.044 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2018 · 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 |
|---|---|---|---|---|---|---|---|
| McKesson Corporation → MCK | United States | $29.1bn | 0.178% | -0.022 pp | -0.022 pp | -16.4% | No |
| Cardinal Health → CAH | United States | $19.7bn | 0.121% | -0.010 pp | -0.010 pp | -12.0% | No |
| Cencora → COR | United States | $18.9bn | 0.116% | -0.008 pp | -0.008 pp | -13.2% | No |
| Henry Schein → HSIC | United States | $8.1bn | 0.050% | -0.003 pp | -0.003 pp | -11.2% | 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.