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 Care2.01%-0.36 ppLife Sciences Tools & Services1.64%-0.36 ppPharmaceuticals4.92%-0.29 ppHealth Care Services0.67%-0.20 ppBiotechnology2.51%-0.17 ppHealth Care Equipment3.01%+0.07 ppHealth Care Distributors0.44%+0.03 ppHealth Care Facilities0.24%-0.00 ppHealth Care Supplies0.16%+0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.44%
Industry change · 12M
+0.03 pp
Health Care Distributors · contribution
+0.033 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 | $46.4bn | 0.138% | +0.011 pp | +0.019 pp | +39.3% | Yes |
| McKesson Corporation → MCK | United States | $66.5bn | 0.198% | -0.011 pp | +0.014 pp | +32.8% | Yes |
| Henry Schein → HSIC | United States | $9.7bn | 0.029% | +0.000 pp | -0.011 pp | -13.1% | No |
| Cardinal Health → CAH | United States | $26.9bn | 0.080% | +0.002 pp | +0.011 pp | +44.6% | 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.