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
Pharmaceuticals4.23%-0.88 ppManaged Health Care1.59%-0.80 ppBiotechnology2.13%-0.34 ppLife Sciences Tools & Services1.24%-0.28 ppHealth Care Equipment2.52%-0.27 ppHealth Care Services0.49%-0.26 ppHealth Care Distributors0.34%-0.10 ppHealth Care Technology0.03%+0.03 ppHealth Care Facilities0.21%+0.01 ppHealth Care Supplies0.14%-0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.34%
Industry change · 12M
-0.10 pp
Health Care Distributors · contribution
-0.101 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $64.9bn | 0.153% | +0.009 pp | -0.056 pp | +10.5% | Yes |
| Cencora → COR | United States | $44.9bn | 0.106% | +0.022 pp | -0.022 pp | +24.3% | Yes |
| Cardinal Health → CAH | United States | $26.5bn | 0.062% | +0.018 pp | -0.015 pp | +21.6% | Yes |
| Henry Schein → HSIC | United States | $8.9bn | 0.021% | +0.004 pp | -0.008 pp | +8.1% | 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.