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
Pharmaceuticals4.61%+4.60 ppHealth Care Equipment3.14%+3.13 ppManaged Health Care2.10%+2.10 ppBiotechnology2.08%+2.07 ppLife Sciences Tools & Services2.00%+2.00 ppHealth Care Services0.92%+0.91 ppHealth Care Distributors0.29%+0.29 ppHealth Care Supplies0.28%+0.28 ppHealth Care Facilities0.25%+0.25 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.29%
Industry change · 12M
+0.29 pp
Health Care Distributors · contribution
+0.290 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $30.4bn | 0.109% | +0.055 pp | +0.109 pp | +22.4% | Yes |
| Cencora → COR | United States | $23.6bn | 0.084% | +0.043 pp | +0.084 pp | +28.3% | Yes |
| Cardinal Health → CAH | United States | $16.3bn | 0.058% | +0.028 pp | +0.058 pp | +6.4% | Yes |
| Henry Schein → HSIC | United States | $10.7bn | 0.038% | +0.021 pp | +0.038 pp | +25.2% | 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.