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
Health Care Equipment1.80%-0.36 ppPharmaceuticals3.22%-0.20 ppManaged Health Care1.32%-0.15 ppLife Sciences Tools & Services1.07%-0.13 ppHealth Care Services0.40%-0.10 ppHealth Care Supplies0.10%-0.03 ppBiotechnology1.65%+0.03 ppHealth Care Technology0.02%+0.02 ppHealth Care Distributors0.29%+0.01 ppHealth Care Facilities0.17%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.29%
Industry change · 12M
+0.01 pp
Health Care Distributors · contribution
+0.014 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| McKesson Corporation → MCK | United States | $80.2bn | 0.144% | -0.061 pp | +0.025 pp | +54.1% | No |
| Cardinal Health → CAH | United States | $24.6bn | 0.044% | -0.029 pp | -0.007 pp | +12.5% | No |
| Henry Schein → HSIC | United States | $9.2bn | 0.017% | -0.009 pp | -0.006 pp | -8.7% | No |
| Cencora → COR | United States | $46.9bn | 0.084% | -0.054 pp | +0.002 pp | +28.5% | No |
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.