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 Equipment2.54%+0.61 ppManaged Health Care0.92%-0.34 ppBiotechnology1.77%+0.14 ppHealth Care Distributors0.43%+0.14 ppLife Sciences Tools & Services0.90%-0.12 ppHealth Care Services0.49%+0.09 ppHealth Care Facilities0.20%+0.04 ppHealth Care Supplies0.09%-0.02 ppHealth Care Technology0.03%+0.01 ppPharmaceuticals3.49%-0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.43%
Industry change · 12M
+0.14 pp
Health Care Distributors · contribution
+0.142 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $91.7bn | 0.198% | -0.003 pp | +0.055 pp | +26.0% | Yes |
| Cardinal Health → CAH | United States | $40.1bn | 0.086% | +0.007 pp | +0.042 pp | +73.9% | Yes |
| Cencora → COR | United States | $58.1bn | 0.125% | -0.003 pp | +0.041 pp | +34.2% | Yes |
| Henry Schein → HSIC | United States | $8.9bn | 0.019% | -0.001 pp | +0.004 pp | +14.0% | 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.