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
Pharmaceuticals5.82%+0.98 ppBiotechnology2.90%+0.57 ppManaged Health Care2.63%+0.41 ppHealth Care Equipment3.06%-0.27 ppLife Sciences Tools & Services2.05%-0.25 ppHealth Care Supplies0.14%-0.16 ppHealth Care Distributors0.43%+0.14 ppHealth Care Services0.96%+0.09 ppHealth Care Facilities0.24%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.43%
Industry change · 12M
+0.14 pp
Health Care Distributors · contribution
+0.136 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $53.2bn | 0.192% | -0.000 pp | +0.070 pp | +51.8% | Yes |
| Cencora → COR | United States | $34.1bn | 0.123% | +0.013 pp | +0.034 pp | +26.3% | Yes |
| Cardinal Health → CAH | United States | $20.2bn | 0.073% | +0.001 pp | +0.026 pp | +54.1% | Yes |
| Henry Schein → HSIC | United States | $10.8bn | 0.039% | +0.004 pp | +0.005 pp | +3.0% | 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.