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
Pharmaceuticals5.55%+0.91 ppManaged Health Care2.73%+0.59 ppHealth Care Equipment2.90%-0.54 ppLife Sciences Tools & Services1.91%-0.39 ppBiotechnology2.73%+0.38 ppHealth Care Supplies0.13%-0.16 ppHealth Care Distributors0.42%+0.15 ppHealth Care Services0.93%+0.12 ppHealth Care Facilities0.22%-0.05 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.42%
Industry change · 12M
+0.15 pp
Health Care Distributors · contribution
+0.147 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $56.0bn | 0.199% | +0.028 pp | +0.091 pp | +88.6% | Yes |
| Cencora → COR | United States | $32.6bn | 0.116% | +0.011 pp | +0.031 pp | +32.0% | Yes |
| Cardinal Health → CAH | United States | $20.7bn | 0.073% | +0.018 pp | +0.027 pp | +64.3% | Yes |
| Henry Schein → HSIC | United States | $9.3bn | 0.033% | -0.004 pp | -0.003 pp | -10.3% | 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.