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
Pharmaceuticals4.16%-0.96 ppLife Sciences Tools & Services1.08%-0.59 ppManaged Health Care1.31%-0.57 ppBiotechnology2.04%-0.33 ppHealth Care Equipment2.67%-0.31 ppHealth Care Services0.49%-0.18 ppHealth Care Facilities0.17%-0.07 ppHealth Care Distributors0.38%-0.06 ppHealth Care Supplies0.11%-0.04 ppHealth Care Technology0.03%+0.03 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.38%
Industry change · 12M
-0.06 pp
Health Care Distributors · contribution
-0.058 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2025 · 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 | $49.2bn | 0.110% | +0.003 pp | -0.025 pp | +8.6% | Yes |
| McKesson Corporation → MCK | United States | $80.2bn | 0.179% | +0.003 pp | -0.017 pp | +23.2% | Yes |
| Henry Schein → HSIC | United States | $9.0bn | 0.020% | -0.001 pp | -0.008 pp | -5.6% | No |
| Cardinal Health → CAH | United States | $31.3bn | 0.070% | +0.005 pp | -0.008 pp | +17.8% | 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.