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
Pharmaceuticals4.77%-0.49 ppLife Sciences Tools & Services1.42%-0.35 ppHealth Care Equipment2.61%-0.35 ppManaged Health Care1.83%-0.20 ppBiotechnology2.26%-0.15 ppHealth Care Services0.54%-0.13 ppHealth Care Supplies0.15%-0.05 ppHealth Care Technology0.03%+0.03 ppHealth Care Distributors0.38%-0.01 ppHealth Care Facilities0.25%+0.01 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.38%
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
Aug 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 |
|---|---|---|---|---|---|---|---|
| Henry Schein → HSIC | United States | $8.9bn | 0.022% | +0.005 pp | -0.010 pp | -7.8% | Yes |
| Cardinal Health → CAH | United States | $27.5bn | 0.066% | +0.020 pp | -0.003 pp | +31.7% | Yes |
| McKesson Corporation → MCK | United States | $72.8bn | 0.176% | +0.034 pp | -0.001 pp | +36.7% | Yes |
| Cencora → COR | United States | $47.2bn | 0.114% | +0.028 pp | +0.001 pp | +37.4% | 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.