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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
0.043%
12M weight contribution
-0.004 pp
3M weight contribution
+0.013 pp
12M price return
+7.5%
Share of matched S&P 500 members
Monthly observations through Aug 2023
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 |
|---|---|---|---|---|---|
| Aug 2023 | $13.3bn | 0.043% | -0.004 pp | +7.5% | Yes |
| Jul 2023 | $14.6bn | 0.032% | -0.015 pp | +11.6% | No |
| Jun 2023 | $13.4bn | 0.031% | -0.014 pp | +20.1% | No |
| May 2023 | $12.0bn | 0.030% | -0.019 pp | -7.0% | No |
| Apr 2023 | $13.4bn | 0.045% | +0.001 pp | +14.6% | No |
| Mar 2023 | $13.5bn | 0.046% | -0.001 pp | +1.2% | No |
| Feb 2023 | $14.7bn | 0.052% | +0.000 pp | +3.8% | Yes |
| Jan 2023 | $15.6bn | 0.053% | -0.001 pp | +2.2% | Yes |
| Dec 2022 | $13.2bn | 0.048% | -0.006 pp | -17.5% | Yes |
| Nov 2022 | $13.4bn | 0.045% | -0.009 pp | -13.6% | Yes |
| Oct 2022 | $11.7bn | 0.041% | -0.011 pp | -22.2% | No |
| Sep 2022 | $10.7bn | 0.042% | -0.010 pp | -24.4% | No |
| Aug 2022 | $13.0bn | 0.046% | -0.008 pp | -16.4% | No |
| Jul 2022 | $13.7bn | 0.047% | -0.004 pp | -3.4% | No |
| Jun 2022 | $11.7bn | 0.045% | -0.012 pp | -24.2% | No |
| May 2022 | $13.5bn | 0.049% | -0.013 pp | -17.9% | No |
| Apr 2022 | $12.3bn | 0.045% | -0.010 pp | -15.0% | No |
| Mar 2022 | $14.0bn | 0.047% | +0.018 pp | -2.2% | No |
| Feb 2022 | $14.9bn | 0.052% | +0.025 pp | +17.7% | No |
| Jan 2022 | $16.0bn | 0.054% | +0.022 pp | +26.0% | Yes |
| Dec 2021 | $16.8bn | 0.054% | +0.003 pp | +38.9% | Yes |
| Nov 2021 | $16.3bn | 0.055% | +0.008 pp | +53.1% | Yes |
| Oct 2021 | $15.8bn | 0.053% | +0.009 pp | +74.5% | No |
| Sep 2021 | $14.9bn | 0.052% | +0.052 pp | +51.8% | 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.