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%+0.31 ppManaged Health Care2.22%+0.19 ppBiotechnology2.33%+0.06 ppHealth Care Facilities0.26%+0.03 ppHealth Care Supplies0.29%+0.02 ppHealth Care Equipment3.33%-0.02 ppHealth Care Services0.87%+0.01 ppPharmaceuticals4.84%-0.01 ppHealth Care Distributors0.29%-0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.29%
Industry change · 12M
-0.00 pp
Health Care Distributors · contribution
-0.005 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $14.5bn | 0.046% | -0.004 pp | -0.017 pp | -0.4% | No |
| McKesson Corporation → MCK | United States | $38.0bn | 0.122% | +0.013 pp | +0.009 pp | +44.2% | Yes |
| Cencora → COR | United States | $27.7bn | 0.089% | +0.001 pp | +0.008 pp | +44.1% | Yes |
| Henry Schein → HSIC | United States | $10.8bn | 0.034% | -0.003 pp | -0.004 pp | +16.0% | 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.