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
Health Care Equipment3.04%-0.28 ppBiotechnology2.64%+0.26 ppPharmaceuticals5.02%+0.22 ppLife Sciences Tools & Services1.94%-0.10 ppHealth Care Services0.83%-0.08 ppHealth Care Supplies0.18%-0.08 ppHealth Care Distributors0.38%+0.04 ppHealth Care Facilities0.24%-0.03 ppManaged Health Care2.30%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.38%
Industry change · 12M
+0.04 pp
Health Care Distributors · contribution
+0.044 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2023 · 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 | $47.9bn | 0.168% | -0.015 pp | +0.026 pp | +28.0% | No |
| Cardinal Health → CAH | United States | $19.5bn | 0.069% | -0.003 pp | +0.017 pp | +44.7% | No |
| Cencora → COR | United States | $31.5bn | 0.111% | -0.009 pp | +0.007 pp | +10.5% | No |
| Henry Schein → HSIC | United States | $10.3bn | 0.036% | -0.001 pp | -0.005 pp | -9.3% | 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.