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
Managed Health Care0.70%-0.62 ppHealth Care Equipment2.38%+0.59 ppLife Sciences Tools & Services0.93%-0.14 ppBiotechnology1.78%+0.14 ppPharmaceuticals3.35%+0.13 ppHealth Care Distributors0.40%+0.11 ppHealth Care Services0.42%+0.03 ppHealth Care Supplies0.09%-0.02 ppHealth Care Facilities0.18%+0.01 ppHealth Care Technology0.03%+0.01 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.40%
Industry change · 12M
+0.11 pp
Health Care Distributors · contribution
+0.107 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $86.8bn | 0.183% | -0.032 pp | +0.039 pp | +12.9% | No |
| Cardinal Health → CAH | United States | $37.0bn | 0.078% | -0.004 pp | +0.034 pp | +56.4% | No |
| Cencora → COR | United States | $55.4bn | 0.117% | -0.019 pp | +0.033 pp | +21.3% | No |
| Henry Schein → HSIC | United States | $8.2bn | 0.017% | -0.002 pp | +0.001 pp | -6.0% | 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.