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
Pharmaceuticals5.04%+2.63 ppHealth Care Equipment3.25%+1.62 ppBiotechnology2.51%+1.38 ppManaged Health Care2.36%+1.33 ppLife Sciences Tools & Services2.10%+1.13 ppHealth Care Services0.87%+0.41 ppHealth Care Distributors0.36%+0.19 ppHealth Care Facilities0.26%+0.13 ppHealth Care Supplies0.24%+0.10 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.36%
Industry change · 12M
+0.19 pp
Health Care Distributors · contribution
+0.194 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2022 · 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 | $45.9bn | 0.154% | +0.033 pp | +0.094 pp | +58.3% | Yes |
| Cencora → COR | United States | $32.4bn | 0.109% | +0.020 pp | +0.062 pp | +37.3% | Yes |
| Henry Schein → HSIC | United States | $12.0bn | 0.040% | +0.006 pp | +0.021 pp | +25.9% | Yes |
| Cardinal Health → CAH | United States | $15.7bn | 0.053% | +0.006 pp | +0.018 pp | -3.2% | 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.