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
Pharmaceuticals3.86%-1.00 ppManaged Health Care1.59%-0.66 ppBiotechnology1.84%-0.45 ppLife Sciences Tools & Services1.16%-0.43 ppHealth Care Equipment2.47%-0.37 ppHealth Care Services0.49%-0.16 ppHealth Care Distributors0.37%-0.06 ppHealth Care Technology0.03%+0.03 ppHealth Care Facilities0.18%-0.03 ppHealth Care Supplies0.14%-0.01 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.37%
Industry change · 12M
-0.06 pp
Health Care Distributors · contribution
-0.062 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $48.6bn | 0.107% | -0.007 pp | -0.020 pp | +24.8% | Yes |
| McKesson Corporation → MCK | United States | $79.8bn | 0.176% | +0.000 pp | -0.019 pp | +34.0% | Yes |
| Cardinal Health → CAH | United States | $29.6bn | 0.065% | -0.001 pp | -0.017 pp | +16.4% | Yes |
| Henry Schein → HSIC | United States | $9.6bn | 0.021% | -0.000 pp | -0.006 pp | +15.5% | 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.