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 Services
Health Care Services · weight
0.92%
Industry change · 12M
+0.91 pp
Health Care Services · contribution
+0.915 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 |
|---|---|---|---|---|---|---|---|
| CVS Health → CVS | United States | $113.8bn | 0.408% | +0.229 pp | +0.407 pp | +35.8% | Yes |
| Cigna → CI | United States | $88.8bn | 0.318% | +0.171 pp | +0.318 pp | +31.7% | Yes |
| Labcorp → LH | United States | $23.0bn | 0.083% | +0.042 pp | +0.082 pp | +56.6% | Yes |
| Quest Diagnostics → DGX | United States | $17.2bn | 0.062% | +0.031 pp | +0.062 pp | +13.5% | Yes |
| DaVita → DVA | United States | $12.8bn | 0.046% | +0.023 pp | +0.046 pp | +48.3% | 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.