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
Pharmaceuticals5.61%+1.00 ppBiotechnology2.57%+0.50 ppManaged Health Care2.50%+0.40 ppHealth Care Supplies0.18%-0.10 ppHealth Care Distributors0.39%+0.10 ppLife Sciences Tools & Services2.06%+0.06 ppHealth Care Facilities0.22%-0.03 ppHealth Care Equipment3.11%-0.02 ppHealth Care Services0.93%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.39%
Industry change · 12M
+0.10 pp
Health Care Distributors · contribution
+0.097 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $47.8bn | 0.172% | +0.029 pp | +0.063 pp | +72.1% | Yes |
| Cencora → COR | United States | $32.4bn | 0.117% | +0.013 pp | +0.032 pp | +41.3% | Yes |
| Henry Schein → HSIC | United States | $11.8bn | 0.043% | +0.001 pp | +0.004 pp | +12.6% | Yes |
| Cardinal Health → CAH | United States | $15.3bn | 0.055% | +0.003 pp | -0.003 pp | +4.1% | 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.