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Observatory · observe first
Franklin Resources
BEN · United States · Asset Management & Custody Banks · matched S&P 500 member. Follow its market-weight contribution.
Historical time machine
Historical observation
20182026
Universe weight
0.058%
12M weight contribution
-0.076 pp
3M weight contribution
+0.004 pp
12M price return
-11.3%
Share of matched S&P 500 members
Monthly observations through Nov 2018
Company price index
A separate dimension from market allocation
Historical observations
Most recent 24 observations at or before the selected month
| Month | Market cap | Universe weight | 12M weight change | 12M return | Above 6M weight average |
|---|---|---|---|---|---|
| Nov 2018 | $17.4bn | 0.058% | -0.076 pp | -11.3% | No |
| Oct 2018 | $16.1bn | 0.054% | -0.079 pp | -20.2% | No |
| Sep 2018 | $16.0bn | 0.051% | -0.082 pp | -20.4% | No |
| Aug 2018 | $16.7bn | 0.054% | -0.079 pp | -17.5% | No |
| Jul 2018 | $18.1bn | 0.106% | -0.028 pp | -10.8% | No |
| Jun 2018 | $17.3bn | 0.105% | -0.028 pp | -16.7% | No |
| May 2018 | $18.1bn | 0.110% | -0.023 pp | -13.4% | No |
| Apr 2018 | $18.2bn | 0.112% | -0.022 pp | -13.2% | No |
| Mar 2018 | $19.1bn | 0.117% | -0.016 pp | -10.5% | No |
| Feb 2018 | $21.3bn | 0.128% | -0.006 pp | -8.8% | No |
| Jan 2018 | $23.4bn | 0.133% | +0.000 pp | +0.0% | No |
Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.