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 Services
Health Care Services · weight
0.84%
Industry change · 12M
-0.15 pp
Health Care Services · contribution
-0.148 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 |
|---|---|---|---|---|---|---|---|
| CVS Health → CVS | United States | $73.4bn | 0.348% | +0.347 pp | -0.102 pp | -12.8% | Yes |
| Cigna → CI | United States | $61.3bn | 0.290% | +0.290 pp | -0.057 pp | -6.4% | Yes |
| Labcorp → LH | United States | $16.7bn | 0.079% | +0.079 pp | +0.008 pp | +21.2% | Yes |
| Quest Diagnostics → DGX | United States | $16.5bn | 0.078% | +0.078 pp | +0.007 pp | +23.4% | Yes |
| DaVita → DVA | United States | $9.7bn | 0.046% | +0.046 pp | -0.003 pp | +47.2% | 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.