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
Pharmaceuticals6.06%+1.38 ppManaged Health Care2.75%+0.73 ppBiotechnology2.76%+0.64 ppHealth Care Distributors0.40%+0.11 ppHealth Care Supplies0.17%-0.11 ppHealth Care Equipment3.05%-0.11 ppHealth Care Services0.96%+0.10 ppHealth Care Facilities0.19%-0.05 ppLife Sciences Tools & Services2.10%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.40%
Industry change · 12M
+0.11 pp
Health Care Distributors · contribution
+0.111 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $47.4bn | 0.184% | +0.030 pp | +0.078 pp | +71.9% | Yes |
| Cencora → COR | United States | $29.6bn | 0.115% | +0.006 pp | +0.032 pp | +28.0% | Yes |
| Henry Schein → HSIC | United States | $10.6bn | 0.041% | +0.001 pp | +0.004 pp | +3.4% | Yes |
| Cardinal Health → CAH | United States | $14.2bn | 0.055% | +0.003 pp | -0.003 pp | -5.0% | 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.