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 Care0.84%-0.75 ppPharmaceuticals3.52%-0.71 ppBiotechnology1.80%-0.33 ppHealth Care Equipment2.20%-0.32 ppLife Sciences Tools & Services1.00%-0.24 ppHealth Care Distributors0.43%+0.09 ppHealth Care Services0.42%-0.07 ppHealth Care Supplies0.09%-0.05 ppHealth Care Facilities0.21%-0.01 ppHealth Care Technology0.02%-0.01 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.43%
Industry change · 12M
+0.09 pp
Health Care Distributors · contribution
+0.089 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $100.9bn | 0.198% | +0.015 pp | +0.045 pp | +62.8% | Yes |
| Cardinal Health → CAH | United States | $45.3bn | 0.089% | +0.011 pp | +0.027 pp | +78.3% | Yes |
| Cencora → COR | United States | $65.5bn | 0.128% | +0.011 pp | +0.023 pp | +49.3% | Yes |
| Henry Schein → HSIC | United States | $7.7bn | 0.015% | -0.002 pp | -0.006 pp | -10.0% | 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.