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

0.501%

12M weight contribution

-0.126 pp

3M weight contribution

-0.006 pp

12M price return

-17.2%

Share of matched S&P 500 members

Monthly observations through Oct 2022

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
Oct 2022	$141.1bn	0.501%	-0.126 pp	-17.2%	No
Sep 2022	$135.6bn	0.533%	-0.090 pp	-16.2%	Yes
Aug 2022	$146.3bn	0.524%	-0.114 pp	-15.8%	Yes
Jul 2022	$147.5bn	0.507%	-0.106 pp	-9.3%	No
Jun 2022	$133.1bn	0.517%	-0.085 pp	-14.5%	No
May 2022	$150.7bn	0.543%	-0.064 pp	-2.4%	No
Apr 2022	$143.6bn	0.519%	-0.024 pp	+0.6%	No
Mar 2022	$155.7bn	0.524%	+0.249 pp	+15.4%	No
Feb 2022	$161.6bn	0.561%	+0.282 pp	+21.1%	No
Jan 2022	$184.0bn	0.619%	+0.328 pp	+56.9%	Yes
Dec 2021	$176.1bn	0.564%	+0.062 pp	+46.7%	No
Nov 2021	$170.1bn	0.575%	+0.100 pp	+57.0%	No
Oct 2021	$187.5bn	0.626%	+0.267 pp	+118.5%	Yes
Sep 2021	$177.5bn	0.623%	+0.623 pp	+106.2%	Yes
Aug 2021	$190.5bn	0.637%	+0.637 pp	+104.7%	Yes
Jul 2021	$178.6bn	0.612%	+0.612 pp	+101.1%	Yes
Jun 2021	$170.6bn	0.602%	+0.602 pp	+94.4%	Yes
May 2021	$169.2bn	0.606%	+0.606 pp	+110.7%	Yes
Apr 2021	$149.7bn	0.543%	+0.190 pp	+114.4%	Yes
Mar 2021	$140.8bn	0.275%	+0.275 pp	+134.9%	No
Feb 2021	$139.4bn	0.279%	+0.278 pp	+75.6%	No
Jan 2021	$121.3bn	0.291%	-0.127 pp	+32.0%	Yes
Dec 2020	$124.0bn	0.502%	+0.096 pp	+38.1%	Yes
Nov 2020	$111.9bn	0.475%	+0.072 pp	+28.7%	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.