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%-0.55 ppPharmaceuticals4.11%+0.28 ppHealth Care Equipment2.25%-0.18 ppLife Sciences Tools & Services1.03%-0.12 ppBiotechnology1.91%+0.12 ppHealth Care Distributors0.44%+0.09 ppHealth Care Supplies0.09%-0.04 ppHealth Care Facilities0.21%+0.04 ppHealth Care Services0.44%+0.02 ppHealth Care Technology0.03%+0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.44%
Industry change · 12M
+0.09 pp
Health Care Distributors · contribution
+0.093 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $101.2bn | 0.198% | +0.006 pp | +0.034 pp | +44.5% | Yes |
| Cardinal Health → CAH | United States | $48.8bn | 0.096% | +0.021 pp | +0.031 pp | +76.3% | Yes |
| Cencora → COR | United States | $65.5bn | 0.128% | +0.007 pp | +0.030 pp | +51.5% | Yes |
| Henry Schein → HSIC | United States | $8.9bn | 0.017% | +0.001 pp | -0.002 pp | +9.2% | 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.