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
Pharmaceuticals5.46%+0.97 ppManaged Health Care2.54%+0.50 ppBiotechnology2.50%+0.42 ppLife Sciences Tools & Services2.04%+0.09 ppHealth Care Supplies0.18%-0.09 ppHealth Care Distributors0.38%+0.08 ppHealth Care Equipment3.17%-0.07 ppHealth Care Services0.91%+0.04 ppHealth Care Facilities0.24%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.38%
Industry change · 12M
+0.08 pp
Health Care Distributors · contribution
+0.081 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $46.4bn | 0.168% | +0.036 pp | +0.059 pp | +66.5% | Yes |
| Cencora → COR | United States | $31.6bn | 0.114% | +0.019 pp | +0.025 pp | +31.3% | Yes |
| Cardinal Health → CAH | United States | $16.1bn | 0.058% | +0.009 pp | -0.006 pp | -0.3% | Yes |
| Henry Schein → HSIC | United States | $11.1bn | 0.040% | +0.005 pp | +0.003 pp | +11.9% | 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.