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
0.606%
12M weight contribution
+0.606 pp
3M weight contribution
+0.328 pp
12M price return
+110.7%

Share of matched S&P 500 members

Monthly observations through May 2021

0.00.30.62018201920202021

Company price index

A separate dimension from market allocation

671191712018201920202021

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
May 2021$169.2bn0.606%+0.606 pp+110.7%Yes
Apr 2021$149.7bn0.543%+0.190 pp+114.4%Yes
Mar 2021$140.8bn0.275%+0.275 pp+134.9%No
Feb 2021$139.4bn0.279%+0.278 pp+75.6%No
Jan 2021$121.3bn0.291%-0.127 pp+32.0%Yes
Dec 2020$124.0bn0.502%+0.096 pp+38.1%Yes
Nov 2020$111.9bn0.475%+0.072 pp+28.7%Yes
Oct 2020$75.9bn0.359%-0.037 pp+7.7%Yes
Sep 2020$76.2bn0.000%-0.374 pp+16.7%No
Aug 2020$82.4bn0.000%-0.373 pp+29.8%No
Jul 2020$77.0bn0.000%-0.399 pp+13.0%No
Jun 2020$76.1bn0.000%-0.397 pp+13.7%No
May 2020$69.6bn0.000%-0.398 pp+12.0%No
Apr 2020$63.1bn0.353%-0.106 pp-15.7%Yes
Mar 2020$54.4bn0.000%-0.414 pp-17.1%No
Feb 2020$72.0bn0.000%-0.416 pp+10.3%No
Jan 2020$84.6bn0.417%+0.177 pp+27.1%Yes
Dec 2019$82.7bn0.406%+0.162 pp+32.7%Yes
Nov 2019$80.1bn0.403%+0.150 pp+14.7%Yes
Oct 2019$76.1bn0.397%+0.127 pp+3.8%Yes
Sep 2019$70.5bn0.375%+0.116 pp-5.8%No
Aug 2019$68.6bn0.373%+0.098 pp-12.6%No
Jul 2019$75.0bn0.399%-0.123 pp-9.4%No
Jun 2019$73.7bn0.397%-0.112 pp-5.1%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.