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
Managed Health Care2.03%-0.53 ppHealth Care Services0.66%-0.25 ppPharmaceuticals5.26%+0.22 ppLife Sciences Tools & Services1.77%-0.21 ppHealth Care Equipment2.95%+0.09 ppHealth Care Supplies0.20%+0.04 ppHealth Care Facilities0.24%+0.04 ppBiotechnology2.41%+0.02 ppHealth Care Distributors0.39%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.39%
Industry change · 12M
-0.01 pp
Health Care Distributors · contribution
-0.010 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $55.6bn | 0.177% | +0.046 pp | -0.012 pp | +13.0% | Yes |
| Cencora → COR | United States | $35.6bn | 0.113% | +0.028 pp | +0.005 pp | +21.5% | Yes |
| Henry Schein → HSIC | United States | $10.0bn | 0.032% | +0.008 pp | -0.004 pp | +4.3% | Yes |
| Cardinal Health → CAH | United States | $21.9bn | 0.070% | +0.018 pp | +0.001 pp | +26.7% | 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.