Observatory · observe first

Equifax

EFX · United States · Research & Consulting Services · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
0.091%
12M weight contribution
+0.005 pp
3M weight contribution
+0.016 pp
12M price return
+28.2%

Share of matched S&P 500 members

Monthly observations through Dec 2023

0.00.10.1201820192020202120222023

Company price index

A separate dimension from market allocation

82160238201820192020202120222023

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Dec 2023$30.5bn0.091%+0.005 pp+28.2%Yes
Nov 2023$26.8bn0.084%+0.002 pp+11.1%Yes
Oct 2023$20.9bn0.071%-0.003 pp+0.8%Yes
Sep 2023$22.5bn0.075%-0.007 pp+7.7%Yes
Aug 2023$25.4bn0.081%-0.002 pp+10.4%Yes
Jul 2023$25.0bn0.055%-0.033 pp-1.6%No
Jun 2023$28.9bn0.067%-0.020 pp+29.7%No
May 2023$25.6bn0.063%-0.026 pp+3.8%No
Apr 2023$25.6bn0.086%-0.004 pp+3.2%No
Mar 2023$24.8bn0.085%-0.013 pp-13.8%Yes
Feb 2023$24.8bn0.087%-0.005 pp-6.5%Yes
Jan 2023$27.2bn0.093%-0.005 pp-6.6%Yes
Dec 2022$23.8bn0.086%-0.029 pp-33.1%Yes
Nov 2022$24.2bn0.082%-0.033 pp-28.6%No
Oct 2022$20.8bn0.074%-0.039 pp-38.4%No
Sep 2022$21.0bn0.082%-0.026 pp-31.9%No
Aug 2022$23.1bn0.083%-0.028 pp-30.2%No
Jul 2022$25.6bn0.088%-0.021 pp-19.3%No
Jun 2022$22.4bn0.087%-0.016 pp-23.2%No
May 2022$24.8bn0.089%-0.013 pp-13.2%No
Apr 2022$24.9bn0.090%-0.011 pp-10.7%No
Mar 2022$28.9bn0.097%+0.054 pp+31.7%No
Feb 2022$26.7bn0.092%+0.053 pp+35.7%No
Jan 2022$29.3bn0.098%+0.047 pp+36.3%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.