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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
0.052%
12M weight contribution
+0.052 pp
3M weight contribution
-0.004 pp
12M price return
+51.8%
Share of matched S&P 500 members
Monthly observations through Sep 2021
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 |
|---|---|---|---|---|---|
| Sep 2021 | $14.9bn | 0.052% | +0.052 pp | +51.8% | No |
| Aug 2021 | $16.3bn | 0.055% | +0.054 pp | +60.7% | Yes |
| Jul 2021 | $14.9bn | 0.051% | +0.051 pp | +46.5% | Yes |
| Jun 2021 | $16.1bn | 0.057% | +0.057 pp | +61.3% | Yes |
| May 2021 | $17.3bn | 0.062% | +0.062 pp | +90.0% | Yes |
| Apr 2021 | $15.2bn | 0.055% | +0.003 pp | +66.9% | Yes |
| Mar 2021 | $15.0bn | 0.029% | +0.029 pp | +85.9% | No |
| Feb 2021 | $13.2bn | 0.026% | +0.026 pp | +26.9% | No |
| Jan 2021 | $13.3bn | 0.032% | -0.030 pp | +9.6% | Yes |
| Dec 2020 | $12.6bn | 0.051% | -0.012 pp | +1.5% | Yes |
| Nov 2020 | $11.1bn | 0.047% | -0.022 pp | -15.7% | Yes |
| Oct 2020 | $9.3bn | 0.044% | -0.028 pp | -28.3% | Yes |
| Sep 2020 | $10.1bn | 0.000% | -0.077 pp | -25.7% | No |
| Aug 2020 | $10.4bn | 0.000% | -0.072 pp | -15.9% | No |
| Jul 2020 | $10.4bn | 0.000% | -0.087 pp | -32.3% | No |
| Jun 2020 | $10.4bn | 0.000% | -0.095 pp | -37.6% | No |
| May 2020 | $9.3bn | 0.000% | -0.094 pp | -38.1% | No |
| Apr 2020 | $9.3bn | 0.052% | -0.046 pp | -43.2% | Yes |
| Mar 2020 | $8.3bn | 0.000% | -0.097 pp | -47.4% | No |
| Feb 2020 | $10.8bn | 0.000% | -0.096 pp | -30.9% | No |
| Jan 2020 | $12.6bn | 0.062% | +0.012 pp | -11.5% | No |
| Dec 2019 | $12.9bn | 0.063% | +0.009 pp | -9.3% | No |
| Nov 2019 | $13.7bn | 0.069% | +0.011 pp | -16.1% | No |
| Oct 2019 | $13.9bn | 0.072% | +0.018 pp | -6.6% | 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.