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
Pharmaceuticals2.77%-1.46 ppHealth Care Equipment1.24%-1.46 ppBiotechnology1.31%-0.76 ppManaged Health Care0.64%-0.64 ppLife Sciences Tools & Services0.59%-0.41 ppHealth Care Services0.32%-0.23 ppHealth Care Distributors0.29%-0.16 ppHealth Care Facilities0.13%-0.08 ppHealth Care Supplies0.06%-0.04 ppHealth Care Technology0.02%-0.01 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.29%
Industry change · 12M
-0.16 pp
Health Care Distributors · contribution
-0.162 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $99.9bn | 0.135% | -0.061 pp | -0.079 pp | +14.8% | No |
| Cencora → COR | United States | $59.9bn | 0.081% | -0.052 pp | -0.055 pp | +6.0% | No |
| Cardinal Health → CAH | United States | $45.4bn | 0.062% | -0.036 pp | -0.020 pp | +38.1% | No |
| Henry Schein → HSIC | United States | $8.6bn | 0.012% | -0.005 pp | -0.008 pp | +14.8% | 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.