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
Pharmaceuticals4.64%-0.39 ppBiotechnology2.35%-0.08 ppHealth Care Facilities0.27%+0.07 ppLife Sciences Tools & Services2.30%+0.06 ppHealth Care Equipment3.44%-0.04 ppHealth Care Distributors0.27%-0.04 ppManaged Health Care2.14%+0.03 ppHealth Care Services0.81%-0.03 ppHealth Care Supplies0.29%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.27%
Industry change · 12M
-0.04 pp
Health Care Distributors · contribution
-0.038 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Cardinal Health → CAH | United States | $13.9bn | 0.046% | -0.013 pp | -0.017 pp | +8.1% | No |
| Cencora → COR | United States | $25.4bn | 0.085% | -0.001 pp | -0.008 pp | +34.9% | No |
| Henry Schein → HSIC | United States | $10.7bn | 0.036% | -0.003 pp | -0.007 pp | +20.1% | No |
| McKesson Corporation → MCK | United States | $32.2bn | 0.107% | -0.003 pp | -0.006 pp | +42.3% | 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.