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
Latest available · not live
20182026
Universe›Health Care›Health Care Distributors›Health Care Distributors
Health Care Distributors · weight
0.37%
Industry change · 12M
-0.04 pp
Health Care Distributors · contribution
-0.039 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 2026 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
McKesson Corporation →
MCK
United States$99.5bn0.167%+0.009 pp-0.025 pp+11.0%Yes
Cencora →
COR
United States$57.3bn0.096%+0.001 pp-0.025 pp-3.2%Yes
Cardinal Health →
CAH
United States$51.7bn0.087%-0.010 pp+0.012 pp+43.2%Yes
Henry Schein →
HSIC
United States$9.4bn0.016%-0.001 pp-0.000 pp+26.5%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.