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
Life Sciences Tools & Services2.24%+0.50 ppPharmaceuticals5.03%-0.32 ppManaged Health Care2.11%+0.18 ppHealth Care Supplies0.27%+0.15 ppHealth Care Services0.84%-0.15 ppHealth Care Equipment3.48%+0.12 ppBiotechnology2.43%-0.06 ppHealth Care Facilities0.20%-0.04 ppHealth Care Distributors0.31%-0.03 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.31%
Industry change · 12M
-0.03 pp
Health Care Distributors · contribution
-0.030 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Cardinal Health → CAH | United States | $13.4bn | 0.063% | +0.063 pp | -0.013 pp | -3.7% | Yes |
| McKesson Corporation → MCK | United States | $23.9bn | 0.113% | +0.113 pp | -0.012 pp | +12.1% | Yes |
| Henry Schein → HSIC | United States | $9.1bn | 0.043% | +0.043 pp | -0.005 pp | +1.6% | Yes |
| Cencora → COR | United States | $19.6bn | 0.093% | +0.093 pp | +0.000 pp | +21.0% | 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.