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
Pharmaceuticals2.94%-2.47 ppHealth Care Equipment1.97%-1.40 ppBiotechnology1.37%-1.01 ppManaged Health Care1.14%-0.81 ppLife Sciences Tools & Services1.26%-0.50 ppHealth Care Services0.53%-0.46 ppHealth Care Distributors0.18%-0.16 ppHealth Care Facilities0.13%-0.10 ppHealth Care Supplies0.16%+0.04 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.18%
Industry change · 12M
-0.16 pp
Health Care Distributors · contribution
-0.159 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2021 · 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 | $28.0bn | 0.067% | -0.046 pp | -0.060 pp | +23.6% | No |
| Cardinal Health → CAH | United States | $15.8bn | 0.038% | -0.026 pp | -0.036 pp | +9.1% | No |
| Cencora → COR | United States | $21.3bn | 0.051% | -0.042 pp | -0.036 pp | +30.7% | No |
| Henry Schein → HSIC | United States | $9.4bn | 0.023% | -0.020 pp | -0.027 pp | -4.5% | 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.