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
Pharmaceuticals3.77%-1.83 ppManaged Health Care1.62%-0.88 ppHealth Care Equipment2.30%-0.81 ppBiotechnology1.77%-0.80 ppLife Sciences Tools & Services1.27%-0.79 ppHealth Care Services0.49%-0.43 ppHealth Care Distributors0.29%-0.09 ppHealth Care Supplies0.13%-0.05 ppHealth Care Facilities0.18%-0.04 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.29%
Industry change · 12M
-0.09 pp
Health Care Distributors · contribution
-0.095 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $53.0bn | 0.131% | -0.037 pp | -0.041 pp | +19.6% | No |
| Cencora → COR | United States | $34.4bn | 0.085% | -0.026 pp | -0.032 pp | +11.3% | No |
| Henry Schein → HSIC | United States | $9.7bn | 0.024% | -0.012 pp | -0.019 pp | -13.7% | No |
| Cardinal Health → CAH | United States | $21.0bn | 0.052% | -0.017 pp | -0.003 pp | +50.5% | 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.