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
Pharmaceuticals4.18%-0.85 ppLife Sciences Tools & Services1.10%-0.54 ppManaged Health Care1.52%-0.31 ppHealth Care Equipment2.69%-0.28 ppBiotechnology2.15%-0.21 ppHealth Care Services0.54%-0.16 ppHealth Care Supplies0.11%-0.10 ppHealth Care Facilities0.20%-0.04 ppHealth Care Technology0.03%+0.03 ppHealth Care Distributors0.43%-0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.43%
Industry change · 12M
-0.00 pp
Health Care Distributors · contribution
-0.005 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Henry Schein → HSIC | United States | $8.5bn | 0.020% | +0.001 pp | -0.007 pp | -9.3% | No |
| Cencora → COR | United States | $53.9bn | 0.128% | +0.030 pp | -0.006 pp | +15.5% | Yes |
| McKesson Corporation → MCK | United States | $84.3bn | 0.200% | +0.036 pp | +0.005 pp | +25.9% | Yes |
| Cardinal Health → CAH | United States | $33.3bn | 0.079% | +0.014 pp | +0.004 pp | +24.9% | 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.