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
Pharmaceuticals3.42%-1.35 ppManaged Health Care0.84%-1.00 ppLife Sciences Tools & Services0.96%-0.47 ppBiotechnology1.80%-0.46 ppHealth Care Equipment2.41%-0.19 ppHealth Care Services0.47%-0.07 ppHealth Care Supplies0.09%-0.06 ppHealth Care Facilities0.20%-0.05 ppHealth Care Distributors0.39%+0.01 ppHealth Care Technology0.03%-0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.39%
Industry change · 12M
+0.01 pp
Health Care Distributors · contribution
+0.008 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Cardinal Health → CAH | United States | $35.5bn | 0.074% | -0.010 pp | +0.007 pp | +34.1% | No |
| Henry Schein → HSIC | United States | $8.4bn | 0.017% | -0.002 pp | -0.004 pp | -1.4% | No |
| Cencora → COR | United States | $56.5bn | 0.117% | -0.011 pp | +0.003 pp | +22.7% | No |
| McKesson Corporation → MCK | United States | $85.4bn | 0.177% | -0.027 pp | +0.001 pp | +22.8% | 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.