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
0.502%
12M weight contribution
+0.096 pp
3M weight contribution
+0.501 pp
12M price return
+38.1%
Share of matched S&P 500 members
Monthly observations through Dec 2020
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 |
|---|---|---|---|---|---|
| Dec 2020 | $124.0bn | 0.502% | +0.096 pp | +38.1% | Yes |
| Nov 2020 | $111.9bn | 0.475% | +0.072 pp | +28.7% | Yes |
| Oct 2020 | $75.9bn | 0.359% | -0.037 pp | +7.7% | Yes |
| Sep 2020 | $76.2bn | 0.000% | -0.374 pp | +16.7% | No |
| Aug 2020 | $82.4bn | 0.000% | -0.373 pp | +29.8% | No |
| Jul 2020 | $77.0bn | 0.000% | -0.399 pp | +13.0% | No |
| Jun 2020 | $76.1bn | 0.000% | -0.397 pp | +13.7% | No |
| May 2020 | $69.6bn | 0.000% | -0.398 pp | +12.0% | No |
| Apr 2020 | $63.1bn | 0.353% | -0.106 pp | -15.7% | Yes |
| Mar 2020 | $54.4bn | 0.000% | -0.414 pp | -17.1% | No |
| Feb 2020 | $72.0bn | 0.000% | -0.416 pp | +10.3% | No |
| Jan 2020 | $84.6bn | 0.417% | +0.177 pp | +27.1% | Yes |
| Dec 2019 | $82.7bn | 0.406% | +0.162 pp | +32.7% | Yes |
| 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 |
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.