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
Pharmaceuticals6.36%+0.62 ppBiotechnology3.09%+0.60 ppManaged Health Care2.45%+0.51 ppHealth Care Equipment3.59%+0.40 ppLife Sciences Tools & Services2.01%+0.20 ppHealth Care Services1.07%+0.14 ppHealth Care Supplies0.12%-0.05 ppHealth Care Facilities0.21%-0.03 ppHealth Care Distributors0.37%+0.02 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.37%
Industry change · 12M
+0.02 pp
Health Care Distributors · contribution
+0.017 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2020 · 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 |
|---|---|---|---|---|---|---|---|
| Cencora → COR | United States | $18.5bn | 0.103% | +0.016 pp | +0.015 pp | +29.7% | Yes |
| McKesson Corporation → MCK | United States | $25.0bn | 0.140% | +0.013 pp | +0.012 pp | +19.8% | Yes |
| Henry Schein → HSIC | United States | $7.8bn | 0.044% | -0.006 pp | -0.010 pp | -14.8% | Yes |
| Cardinal Health → CAH | United States | $14.4bn | 0.081% | +0.007 pp | -0.000 pp | +5.7% | 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.