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
Life Sciences Tools & Services2.30%+0.26 ppPharmaceuticals4.65%-0.21 ppHealth Care Equipment3.22%-0.14 ppHealth Care Services0.79%-0.11 ppHealth Care Distributors0.27%-0.05 ppBiotechnology2.37%+0.02 ppHealth Care Supplies0.29%+0.02 ppHealth Care Facilities0.24%+0.02 ppManaged Health Care2.07%+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
-0.05 pp
Health Care Distributors · contribution
-0.049 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $13.0bn | 0.044% | -0.007 pp | -0.024 pp | -12.3% | No |
| McKesson Corporation → MCK | United States | $33.1bn | 0.112% | +0.006 pp | -0.011 pp | +21.6% | Yes |
| Cencora → COR | United States | $24.1bn | 0.081% | -0.004 pp | -0.008 pp | +19.2% | No |
| Henry Schein → HSIC | United States | $9.9bn | 0.033% | -0.002 pp | -0.006 pp | +10.5% | 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.