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
Pharmaceuticals6.10%+0.50 ppBiotechnology2.70%-0.49 ppHealth Care Equipment3.38%+0.45 ppLife Sciences Tools & Services1.87%+0.34 ppHealth Care Services0.95%+0.32 ppManaged Health Care2.12%+0.22 ppHealth Care Distributors0.36%-0.11 ppHealth Care Facilities0.26%+0.05 ppHealth Care Supplies0.15%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.36%
Industry change · 12M
-0.11 pp
Health Care Distributors · contribution
-0.105 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2019 · 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 | $22.5bn | 0.129% | +0.052 pp | -0.049 pp | -15.9% | Yes |
| Cardinal Health → CAH | United States | $14.3bn | 0.082% | +0.035 pp | -0.039 pp | -20.1% | Yes |
| Cencora → COR | United States | $16.8bn | 0.096% | +0.040 pp | -0.020 pp | -4.7% | Yes |
| Henry Schein → HSIC | United States | $9.1bn | 0.052% | +0.019 pp | +0.003 pp | +14.0% | 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.