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
Pharmaceuticals3.39%-1.02 ppManaged Health Care0.87%-0.85 ppLife Sciences Tools & Services0.91%-0.49 ppBiotechnology1.80%-0.32 ppHealth Care Equipment2.26%-0.27 ppHealth Care Services0.45%-0.07 ppHealth Care Distributors0.40%+0.07 ppHealth Care Supplies0.08%-0.06 ppHealth Care Facilities0.20%-0.04 ppHealth Care Technology0.03%-0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.40%
Industry change · 12M
+0.07 pp
Health Care Distributors · contribution
+0.068 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $96.1bn | 0.192% | -0.005 pp | +0.043 pp | +56.9% | No |
| Cencora → COR | United States | $60.6bn | 0.121% | -0.004 pp | +0.018 pp | +40.0% | No |
| Cardinal Health → CAH | United States | $37.5bn | 0.075% | -0.011 pp | +0.012 pp | +44.3% | No |
| Henry Schein → HSIC | United States | $8.0bn | 0.016% | -0.003 pp | -0.005 pp | -9.0% | 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.