FactSet

FDS · United States · Financial Exchanges & Data · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine

Historical observation

20182026

Universe weight

0.056%

12M weight contribution

-0.004 pp

3M weight contribution

+0.020 pp

12M price return

+10.3%

Share of matched S&P 500 members

Monthly observations through Sep 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
Sep 2023	$16.7bn	0.056%	-0.004 pp	+10.3%	Yes
Aug 2023	$16.6bn	0.053%	-0.006 pp	+1.6%	Yes
Jul 2023	$16.6bn	0.036%	-0.020 pp	+2.1%	No
Jun 2023	$15.4bn	0.036%	-0.021 pp	+5.1%	No
May 2023	$14.7bn	0.036%	-0.016 pp	+1.7%	No
Apr 2023	$15.8bn	0.053%	-0.002 pp	+2.9%	No
Mar 2023	$15.9bn	0.054%	-0.001 pp	-3.6%	No
Feb 2023	$15.9bn	0.056%	+0.003 pp	+2.9%	No
Jan 2023	$16.2bn	0.055%	+0.002 pp	+1.1%	No
Dec 2022	$15.3bn	0.055%	-0.003 pp	-16.7%	No
Nov 2022	$17.6bn	0.060%	+0.060 pp	-0.7%	Yes
Oct 2022	$16.2bn	0.057%	+0.057 pp	-3.4%	Yes
Sep 2022	$15.2bn	0.060%	+0.060 pp	+2.2%	Yes
Aug 2022	$16.5bn	0.059%	+0.059 pp	+14.9%	Yes
Jul 2022	$16.3bn	0.056%	+0.056 pp	+21.3%	Yes
Jun 2022	$14.6bn	0.057%	+0.057 pp	+15.6%	Yes
May 2022	$14.5bn	0.052%	+0.052 pp	+15.1%	No
Apr 2022	$15.3bn	0.055%	+0.055 pp	+21.0%	Yes
Mar 2022	$16.4bn	0.055%	+0.055 pp	+41.9%	Yes
Feb 2022	$15.3bn	0.053%	+0.053 pp	+34.8%	Yes
Jan 2022	$15.9bn	0.054%	+0.054 pp	+40.8%	Yes
Dec 2021	$18.3bn	0.059%	+0.059 pp	+47.5%	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.