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
Biotechnology2.27%-0.85 ppPharmaceuticals5.25%-0.53 ppHealth Care Services0.93%+0.30 ppHealth Care Equipment3.39%+0.28 ppManaged Health Care1.99%-0.14 ppLife Sciences Tools & Services1.75%+0.11 ppHealth Care Supplies0.11%-0.07 ppHealth Care Distributors0.36%-0.03 ppHealth Care Facilities0.24%-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
-0.03 pp
Health Care Distributors · contribution
-0.034 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Cardinal Health → CAH | United States | $13.6bn | 0.073% | -0.008 pp | -0.018 pp | -4.7% | No |
| Cencora → COR | United States | $18.3bn | 0.097% | +0.010 pp | -0.007 pp | +11.7% | Yes |
| McKesson Corporation → MCK | United States | $26.4bn | 0.140% | +0.013 pp | -0.006 pp | +12.0% | Yes |
| Henry Schein → HSIC | United States | $9.9bn | 0.053% | -0.001 pp | -0.003 pp | +6.8% | 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.