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
Pharmaceuticals5.11%-0.44 ppLife Sciences Tools & Services1.52%-0.39 ppManaged Health Care2.39%-0.34 ppBiotechnology2.47%-0.26 ppHealth Care Services0.74%-0.19 ppHealth Care Equipment2.79%-0.11 ppHealth Care Distributors0.44%+0.02 ppHealth Care Facilities0.21%-0.02 ppHealth Care Supplies0.14%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.44%
Industry change · 12M
+0.02 pp
Health Care Distributors · contribution
+0.022 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $37.4bn | 0.127% | +0.045 pp | +0.012 pp | +19.1% | Yes |
| McKesson Corporation → MCK | United States | $61.4bn | 0.209% | +0.090 pp | +0.010 pp | +17.6% | Yes |
| Henry Schein → HSIC | United States | $8.5bn | 0.029% | +0.006 pp | -0.004 pp | -5.1% | Yes |
| Cardinal Health → CAH | United States | $22.8bn | 0.078% | +0.027 pp | +0.004 pp | +22.8% | 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.