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

-0.167 pp

3M weight contribution

-0.003 pp

12M price return

-7.2%

Share of matched S&P 500 members

Monthly observations through Feb 2024

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
Feb 2024	$140.7bn	0.403%	-0.167 pp	-7.2%	No
Jan 2024	$143.2bn	0.426%	-0.137 pp	-6.7%	No
Dec 2023	$153.1bn	0.456%	-0.062 pp	+13.9%	Yes
Nov 2023	$130.2bn	0.406%	-0.128 pp	-11.4%	Yes
Oct 2023	$117.3bn	0.399%	-0.102 pp	-10.5%	Yes
Sep 2023	$135.3bn	0.452%	-0.081 pp	+7.1%	Yes
Aug 2023	$141.1bn	0.450%	-0.074 pp	+3.5%	Yes
Jul 2023	$152.9bn	0.333%	-0.173 pp	+12.5%	No
Jun 2023	$142.6bn	0.330%	-0.188 pp	+16.4%	No
May 2023	$136.5bn	0.337%	-0.205 pp	-1.6%	No
Apr 2023	$151.3bn	0.511%	-0.008 pp	+15.7%	No
Mar 2023	$147.7bn	0.504%	-0.020 pp	+4.1%	No
Feb 2023	$162.3bn	0.571%	+0.010 pp	+10.2%	Yes
Jan 2023	$164.5bn	0.563%	-0.056 pp	-1.6%	Yes
Dec 2022	$143.7bn	0.519%	-0.046 pp	-10.3%	No
Nov 2022	$157.3bn	0.534%	-0.041 pp	+1.6%	Yes
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

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.