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
0.000%
12M weight contribution
-0.087 pp
3M weight contribution
-0.052 pp
12M price return
-32.3%

Share of matched S&P 500 members

Monthly observations through Jul 2020

0.00.10.1201820192020

Company price index

A separate dimension from market allocation

487398201820192020

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Jul 2020$10.4bn0.000%-0.087 pp-32.3%No
Jun 2020$10.4bn0.000%-0.095 pp-37.6%No
May 2020$9.3bn0.000%-0.094 pp-38.1%No
Apr 2020$9.3bn0.052%-0.046 pp-43.2%Yes
Mar 2020$8.3bn0.000%-0.097 pp-47.4%No
Feb 2020$10.8bn0.000%-0.096 pp-30.9%No
Jan 2020$12.6bn0.062%+0.012 pp-11.5%No
Dec 2019$12.9bn0.063%+0.009 pp-9.3%No
Nov 2019$13.7bn0.069%+0.011 pp-16.1%No
Oct 2019$13.9bn0.072%+0.018 pp-6.6%No
Sep 2019$14.5bn0.077%+0.026 pp-1.9%No
Aug 2019$13.2bn0.072%+0.018 pp-14.5%No
Jul 2019$16.4bn0.087%-0.018 pp-1.8%No
Jun 2019$17.7bn0.095%-0.010 pp+12.1%Yes
May 2019$16.2bn0.094%-0.016 pp-2.2%Yes
Apr 2019$17.6bn0.098%-0.014 pp+6.1%Yes
Mar 2019$16.9bn0.097%-0.020 pp-1.4%Yes
Feb 2019$16.6bn0.096%-0.032 pp-5.6%Yes
Jan 2019$15.1bn0.050%-0.084 pp-21.8%No
Dec 2018$15.2bn0.054%-0.079 pp-21.7%No
Nov 2018$17.4bn0.058%-0.076 pp-11.3%No
Oct 2018$16.1bn0.054%-0.079 pp-20.2%No
Sep 2018$16.0bn0.051%-0.082 pp-20.4%No
Aug 2018$16.7bn0.054%-0.079 pp-17.5%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.