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
Health Care Equipment1.41%-1.27 ppPharmaceuticals3.06%-1.12 ppManaged Health Care0.51%-1.01 ppBiotechnology1.45%-0.69 ppLife Sciences Tools & Services0.65%-0.44 ppHealth Care Services0.31%-0.22 ppHealth Care Distributors0.33%-0.10 ppHealth Care Facilities0.15%-0.05 ppHealth Care Supplies0.06%-0.04 ppHealth Care Technology0.02%-0.01 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.33%
Industry change · 12M
-0.10 pp
Health Care Distributors · contribution
-0.099 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2026 · 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 | $106.0bn | 0.154% | -0.044 pp | -0.046 pp | +29.1% | No |
| Cencora → COR | United States | $61.1bn | 0.089% | -0.039 pp | -0.039 pp | +13.8% | No |
| Henry Schein → HSIC | United States | $8.5bn | 0.012% | -0.005 pp | -0.008 pp | +7.6% | No |
| Cardinal Health → CAH | United States | $49.7bn | 0.072% | -0.023 pp | -0.007 pp | +55.3% | 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.