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
Pharmaceuticals3.82%-0.88 ppManaged Health Care1.39%-0.68 ppBiotechnology1.79%-0.61 ppLife Sciences Tools & Services1.15%-0.49 ppHealth Care Equipment2.43%-0.46 ppHealth Care Services0.41%-0.28 ppHealth Care Distributors0.35%-0.06 ppHealth Care Facilities0.17%-0.04 ppHealth Care Technology0.03%+0.03 ppHealth Care Supplies0.13%-0.02 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.35%
Industry change · 12M
-0.06 pp
Health Care Distributors · contribution
-0.063 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $43.4bn | 0.098% | -0.005 pp | -0.024 pp | +10.4% | No |
| McKesson Corporation → MCK | United States | $72.3bn | 0.164% | +0.015 pp | -0.020 pp | +23.7% | Yes |
| Henry Schein → HSIC | United States | $8.6bn | 0.020% | -0.002 pp | -0.010 pp | -8.6% | No |
| Cardinal Health → CAH | United States | $28.6bn | 0.065% | +0.002 pp | -0.009 pp | +19.0% | 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.