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
Pharmaceuticals4.86%-0.37 ppLife Sciences Tools & Services2.05%+0.28 ppBiotechnology2.35%-0.27 ppHealth Care Services0.89%-0.17 ppHealth Care Supplies0.27%+0.14 ppHealth Care Equipment3.36%+0.06 ppHealth Care Distributors0.32%-0.04 ppHealth Care Facilities0.22%-0.02 ppManaged Health Care2.06%+0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.32%
Industry change · 12M
-0.04 pp
Health Care Distributors · contribution
-0.035 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $16.0bn | 0.068% | +0.068 pp | -0.013 pp | +3.2% | Yes |
| Henry Schein → HSIC | United States | $9.2bn | 0.039% | +0.039 pp | -0.012 pp | -6.7% | Yes |
| McKesson Corporation → MCK | United States | $28.9bn | 0.123% | +0.123 pp | -0.009 pp | +25.7% | Yes |
| Cencora → COR | United States | $21.1bn | 0.089% | +0.089 pp | -0.002 pp | +26.1% | 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.