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
Pharmaceuticals3.70%-2.35 ppManaged Health Care1.49%-1.26 ppBiotechnology1.65%-1.11 ppLife Sciences Tools & Services1.23%-0.87 ppHealth Care Equipment2.33%-0.72 ppHealth Care Services0.50%-0.46 ppHealth Care Distributors0.30%-0.09 ppHealth Care Supplies0.14%-0.04 ppHealth Care Facilities0.19%+0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.30%
Industry change · 12M
-0.09 pp
Health Care Distributors · contribution
-0.092 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $57.9bn | 0.134% | -0.032 pp | -0.050 pp | +31.8% | No |
| Cencora → COR | United States | $39.0bn | 0.090% | -0.020 pp | -0.025 pp | +37.7% | No |
| Henry Schein → HSIC | United States | $10.6bn | 0.025% | -0.012 pp | -0.017 pp | +5.7% | No |
| Cardinal Health → CAH | United States | $24.1bn | 0.056% | -0.011 pp | +0.000 pp | +85.6% | 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.