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
Pharmaceuticals3.66%-1.84 ppBiotechnology1.76%-1.62 ppHealth Care Equipment1.88%-0.95 ppManaged Health Care1.35%-0.61 ppLife Sciences Tools & Services0.98%-0.53 ppHealth Care Services0.39%-0.32 ppHealth Care Distributors0.23%-0.28 ppHealth Care Supplies0.07%-0.06 ppHealth Care Facilities0.16%-0.04 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.23%
Industry change · 12M
-0.28 pp
Health Care Distributors · contribution
-0.276 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $24.3bn | 0.081% | -0.002 pp | -0.120 pp | -25.5% | No |
| Cardinal Health → CAH | United States | $16.3bn | 0.054% | +0.002 pp | -0.077 pp | -21.6% | No |
| Cencora → COR | United States | $18.8bn | 0.063% | -0.000 pp | -0.061 pp | -9.3% | No |
| Henry Schein → HSIC | United States | $10.7bn | 0.035% | +0.005 pp | -0.018 pp | +17.9% | 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.