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
Pharmaceuticals5.63%+1.00 ppManaged Health Care2.70%+0.79 ppLife Sciences Tools & Services2.03%-0.24 ppHealth Care Supplies0.15%-0.16 ppHealth Care Services0.97%+0.15 ppHealth Care Equipment2.94%-0.15 ppBiotechnology2.65%+0.14 ppHealth Care Distributors0.41%+0.13 ppHealth Care Facilities0.21%-0.07 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.41%
Industry change · 12M
+0.13 pp
Health Care Distributors · contribution
+0.126 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $48.8bn | 0.192% | +0.008 pp | +0.084 pp | +71.6% | Yes |
| Cencora → COR | United States | $28.0bn | 0.110% | -0.005 pp | +0.023 pp | +16.1% | No |
| Cardinal Health → CAH | United States | $18.2bn | 0.071% | +0.016 pp | +0.021 pp | +39.6% | Yes |
| Henry Schein → HSIC | United States | $9.0bn | 0.035% | -0.006 pp | -0.002 pp | -13.6% | 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.