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
Pharmaceuticals2.37%+2.37 ppHealth Care Equipment1.67%+1.66 ppBiotechnology1.11%+1.10 ppLife Sciences Tools & Services0.99%+0.99 ppManaged Health Care0.94%+0.94 ppHealth Care Services0.42%+0.42 ppHealth Care Distributors0.14%+0.14 ppHealth Care Supplies0.14%+0.14 ppHealth Care Facilities0.12%+0.12 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.14%
Industry change · 12M
+0.14 pp
Health Care Distributors · contribution
+0.143 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $27.0bn | 0.054% | -0.069 pp | +0.054 pp | +22.1% | No |
| Cencora → COR | United States | $20.7bn | 0.041% | -0.048 pp | +0.041 pp | +28.8% | No |
| Cardinal Health → CAH | United States | $15.1bn | 0.030% | -0.038 pp | +0.030 pp | +2.8% | No |
| Henry Schein → HSIC | United States | $8.8bn | 0.018% | -0.021 pp | +0.018 pp | +1.5% | 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.