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
Pharmaceuticals4.70%-1.12 ppManaged Health Care2.07%-0.56 ppBiotechnology2.40%-0.49 ppLife Sciences Tools & Services1.64%-0.40 ppHealth Care Services0.70%-0.26 ppHealth Care Equipment2.89%-0.16 ppHealth Care Facilities0.22%-0.03 ppHealth Care Supplies0.15%+0.02 ppHealth Care Distributors0.41%-0.02 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.41%
Industry change · 12M
-0.02 pp
Health Care Distributors · contribution
-0.017 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Henry Schein → HSIC | United States | $9.8bn | 0.029% | -0.003 pp | -0.010 pp | -5.2% | Yes |
| McKesson Corporation → MCK | United States | $61.6bn | 0.184% | -0.012 pp | -0.008 pp | +24.1% | Yes |
| Cardinal Health → CAH | United States | $24.8bn | 0.074% | +0.001 pp | +0.001 pp | +34.1% | Yes |
| Cencora → COR | United States | $41.2bn | 0.123% | +0.001 pp | -0.000 pp | +25.3% | 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.