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
Health Care Equipment2.62%+0.68 ppManaged Health Care0.94%-0.32 ppBiotechnology1.86%+0.26 ppLife Sciences Tools & Services0.91%-0.18 ppPharmaceuticals3.59%+0.17 ppHealth Care Distributors0.43%+0.14 ppHealth Care Services0.49%+0.07 ppHealth Care Facilities0.21%+0.04 ppHealth Care Supplies0.09%-0.02 ppHealth Care Technology0.03%+0.01 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.43%
Industry change · 12M
+0.14 pp
Health Care Distributors · contribution
+0.144 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| McKesson Corporation → MCK | United States | $90.0bn | 0.204% | +0.025 pp | +0.062 pp | +26.9% | Yes |
| Cencora → COR | United States | $56.4bn | 0.128% | +0.018 pp | +0.042 pp | +29.7% | Yes |
| Cardinal Health → CAH | United States | $36.9bn | 0.084% | +0.014 pp | +0.037 pp | +58.4% | Yes |
| Henry Schein → HSIC | United States | $8.5bn | 0.019% | -0.001 pp | +0.002 pp | +0.9% | No |
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.