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
Pharmaceuticals5.42%+1.76 ppHealth Care Equipment3.35%+1.46 ppLife Sciences Tools & Services1.80%+0.83 ppManaged Health Care2.11%+0.83 ppBiotechnology2.55%+0.78 ppHealth Care Services1.04%+0.69 ppHealth Care Distributors0.33%+0.11 ppHealth Care Facilities0.25%+0.09 ppHealth Care Supplies0.13%+0.06 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.33%
Industry change · 12M
+0.11 pp
Health Care Distributors · contribution
+0.114 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $24.9bn | 0.122% | -0.012 pp | +0.045 pp | +26.7% | No |
| Cencora → COR | United States | $17.5bn | 0.086% | -0.005 pp | +0.030 pp | +23.5% | No |
| Cardinal Health → CAH | United States | $14.8bn | 0.073% | -0.002 pp | +0.025 pp | +18.0% | No |
| Henry Schein → HSIC | United States | $9.8bn | 0.048% | -0.002 pp | +0.014 pp | +8.3% | 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.