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 Care2.23%-0.48 ppPharmaceuticals5.26%-0.36 ppLife Sciences Tools & Services1.70%-0.33 ppHealth Care Services0.72%-0.26 ppBiotechnology2.53%-0.12 ppHealth Care Supplies0.18%+0.04 ppHealth Care Equipment2.91%-0.03 ppHealth Care Facilities0.22%+0.02 ppHealth Care Distributors0.42%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.42%
Industry change · 12M
+0.01 pp
Health Care Distributors · contribution
+0.014 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 |
|---|---|---|---|---|---|---|---|
| Cencora → COR | United States | $36.4bn | 0.122% | +0.031 pp | +0.011 pp | +34.5% | Yes |
| McKesson Corporation → MCK | United States | $58.7bn | 0.196% | +0.062 pp | +0.004 pp | +28.7% | Yes |
| Henry Schein → HSIC | United States | $9.7bn | 0.032% | +0.008 pp | -0.003 pp | +12.9% | Yes |
| Cardinal Health → CAH | United States | $21.8bn | 0.073% | +0.017 pp | +0.001 pp | +32.6% | 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.