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 Care0.83%-0.76 ppPharmaceuticals4.11%+0.25 ppHealth Care Equipment2.35%-0.12 ppHealth Care Distributors0.47%+0.10 ppLife Sciences Tools & Services1.06%-0.10 ppBiotechnology1.94%+0.09 ppHealth Care Supplies0.09%-0.05 ppHealth Care Facilities0.23%+0.04 ppHealth Care Services0.45%-0.04 ppHealth Care Technology0.03%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.47%
Industry change · 12M
+0.10 pp
Health Care Distributors · contribution
+0.101 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $108.8bn | 0.214% | +0.037 pp | +0.038 pp | +40.8% | Yes |
| Cardinal Health → CAH | United States | $50.4bn | 0.099% | +0.025 pp | +0.034 pp | +76.1% | Yes |
| Cencora → COR | United States | $71.6bn | 0.141% | +0.023 pp | +0.033 pp | +47.8% | Yes |
| Henry Schein → HSIC | United States | $8.8bn | 0.017% | -0.000 pp | -0.004 pp | -3.2% | Yes |
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.