Health Care: which companies drove growth

Weight is each company's share of the 20 companies' combined market cap. Contribution is the change in its owners' profit divided by their combined base profit, in percentage points, so the column adds up to the sector's earnings growth. EPS cannot be added across companies, which is why contributions use profit.

#	Company	Weight	EPS $, base → now	EPS growth	Contribution	Price
1	LLEli Lilly and CompanyLLY	17.8%	3.06 → 6.29	+106%	+6.2 pp	−6%
2	JNJohnson & JohnsonJNJ	9.4%	4.54 → 2.29	−50%	−11.7 pp	−7%
3	ABAbbVie Inc.ABBV	8.4%	0.72 → 0.53	−26%	−0.7 pp	−11%
4	UNUnitedHealth Group IncorporatedUNH	7.2%	6.85 → 3.74	−45%	−6.2 pp	−40%
5	ABAbbott LaboratoriesABT	6.0%	0.76 → 1.01	+33%	+1.0 pp	+3%
6	MRMerck & Co., Inc.MRK	5.0%	2.01 → 1.76	−12%	−1.4 pp	−12%
7	ISIntuitive Surgical, Inc.ISRG	4.9%	1.92 → 1.81	−6%	−0.1 pp	+9%
8	BSBoston Scientific CorporationBSX	4.0%	0.45 → 0.53	+17%	+0.3 pp	+7%
9	TMThermo Fisher Scientific Inc.TMO	3.9%	3.98 → 4.28	+8%	+0.2 pp	−18%
10	SYStryker CorporationSYK	3.8%	1.69 → 2.29	+36%	+0.5 pp	+6%
11	AMAmgen Inc.AMGN	3.8%	3.20 → 2.65	−17%	−0.6 pp	−10%
12	DHDanaher CorporationDHR	3.6%	1.32 → 0.77	−42%	−0.9 pp	−4%
13	GIGilead Sciences, Inc.GILD	3.5%	1.04 → 1.56	+50%	+1.4 pp	−1%
14	PFPfizer Inc.PFE	3.5%	0.52 → 0.51	−2%	−0.1 pp	−4%
15	VRVertex Pharmaceuticals IncorporatedVRTX	2.9%	2.49 → 3.99	+60%	+0.8 pp	−8%
16	MDMedtronic plcMDT	2.8%	0.82 → 0.81	−1%	0.0 pp	−3%
17	BMBristol-Myers Squibb CompanyBMY	2.4%	1.20 → 0.64	−47%	−2.5 pp	−24%
18	HCHCA Healthcare, Inc.HCA	2.4%	6.45 → 6.83	+6%	+0.1 pp	+15%
19	MCMcKesson CorporationMCK	2.3%	10.01 → 6.25	−38%	−1.0 pp	+8%
20	CICigna CorporationCI	2.2%	4.85 → 5.71	+18%	+0.4 pp	+6%
	Sector earnings growth	100%			−14.3 pp