Observatory · observe first
Morgan Stanley
MS · United States · Investment Banking & Brokerage · matched S&P 500 member. Follow its market-weight contribution.
Historical time machine
Historical observation
20182026
Universe weight
0.403%
12M weight contribution
+0.150 pp
3M weight contribution
+0.031 pp
12M price return
+14.7%
Share of matched S&P 500 members
Monthly observations through Nov 2019
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 |
|---|---|---|---|---|---|
| Nov 2019 | $80.1bn | 0.403% | +0.150 pp | +14.7% | Yes |
| Oct 2019 | $76.1bn | 0.397% | +0.127 pp | +3.8% | Yes |
| Sep 2019 | $70.5bn | 0.375% | +0.116 pp | -5.8% | No |
| Aug 2019 | $68.6bn | 0.373% | +0.098 pp | -12.6% | No |
| Jul 2019 | $75.0bn | 0.399% | -0.123 pp | -9.4% | No |
| Jun 2019 | $73.7bn | 0.397% | -0.112 pp | -5.1% | Yes |
| May 2019 | $68.5bn | 0.399% | -0.140 pp | -16.7% | Yes |
| Apr 2019 | $82.4bn | 0.459% | -0.109 pp | -4.1% | Yes |
| Mar 2019 | $72.1bn | 0.414% | -0.179 pp | -19.8% | Yes |
| Feb 2019 | $71.7bn | 0.416% | -0.186 pp | -23.2% | Yes |
| Jan 2019 | $72.8bn | 0.240% | -0.343 pp | -23.3% | No |
| Dec 2018 | $68.2bn | 0.244% | -0.339 pp | -28.6% | No |
| Nov 2018 | $76.4bn | 0.254% | -0.329 pp | -20.1% | No |
| Oct 2018 | $79.7bn | 0.270% | -0.313 pp | -17.8% | No |
| Sep 2018 | $81.3bn | 0.259% | -0.324 pp | -16.8% | No |
| Aug 2018 | $85.2bn | 0.275% | -0.308 pp | -12.7% | No |
| Jul 2018 | $89.5bn | 0.522% | -0.061 pp | -9.6% | No |
| Jun 2018 | $83.9bn | 0.509% | -0.074 pp | -15.8% | No |
| May 2018 | $88.8bn | 0.539% | -0.045 pp | -10.9% | No |
| Apr 2018 | $92.5bn | 0.568% | -0.015 pp | -8.3% | No |
| Mar 2018 | $96.7bn | 0.593% | +0.010 pp | -4.6% | Yes |
| Feb 2018 | $100.4bn | 0.602% | +0.018 pp | -0.9% | Yes |
| Jan 2018 | $102.2bn | 0.583% | +0.000 pp | +0.0% | 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.