Observatory · observe first

BNY Mellon

BNY · United States · Asset Management & Custody Banks · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
0.078%
12M weight contribution
-0.043 pp
3M weight contribution
-0.038 pp
12M price return
+8.1%

Share of matched S&P 500 members

Monthly observations through Jul 2023

0.00.20.3201820192020202120222023

Company price index

A separate dimension from market allocation

6489114201820192020202120222023

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Jul 2023$35.8bn0.078%-0.043 pp+8.1%No
Jun 2023$35.1bn0.081%-0.050 pp+10.4%No
May 2023$31.7bn0.078%-0.057 pp-10.8%No
Apr 2023$34.3bn0.116%-0.007 pp+4.8%No
Mar 2023$36.5bn0.125%-0.010 pp-5.4%No
Feb 2023$40.9bn0.144%-0.004 pp-1.1%Yes
Jan 2023$40.9bn0.140%-0.025 pp-11.8%Yes
Dec 2022$36.8bn0.133%-0.021 pp-19.1%Yes
Nov 2022$37.1bn0.126%-0.027 pp-13.6%Yes
Oct 2022$34.0bn0.121%-0.050 pp-26.6%No
Sep 2022$31.1bn0.122%-0.035 pp-23.6%No
Aug 2022$33.6bn0.120%-0.039 pp-22.7%No
Jul 2022$35.1bn0.121%-0.033 pp-12.9%No
Jun 2022$33.7bn0.131%-0.027 pp-16.4%No
May 2022$37.7bn0.136%-0.028 pp-8.1%No
Apr 2022$33.8bn0.122%-0.037 pp-13.4%No
Mar 2022$39.9bn0.134%+0.053 pp+7.6%No
Feb 2022$42.8bn0.148%+0.074 pp+29.2%No
Jan 2022$48.9bn0.165%+0.080 pp+52.5%Yes
Dec 2021$48.0bn0.154%+0.001 pp+40.6%No
Nov 2021$45.2bn0.153%+0.006 pp+43.8%No
Oct 2021$51.1bn0.171%+0.027 pp+77.0%Yes
Sep 2021$44.7bn0.157%+0.157 pp+55.5%No
Aug 2021$47.7bn0.159%+0.159 pp+53.8%Yes

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.