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
0.482%
12M weight contribution
+0.181 pp
3M weight contribution
+0.035 pp
12M price return
+42.2%

Share of matched S&P 500 members

Monthly observations through Jul 2025

0.00.30.620182019202020212022202320242025

Company price index

A separate dimension from market allocation

7319030820182019202020212022202320242025

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Jul 2025$228.6bn0.482%+0.181 pp+42.2%Yes
Jun 2025$226.0bn0.487%+0.191 pp+49.6%Yes
May 2025$205.4bn0.465%+0.161 pp+35.0%No
Apr 2025$186.2bn0.447%+0.017 pp+31.1%No
Mar 2025$188.2bn0.447%+0.020 pp+28.0%No
Feb 2025$214.7bn0.480%+0.077 pp+59.8%Yes
Jan 2025$223.0bn0.496%+0.070 pp+63.9%Yes
Dec 2024$202.5bn0.459%+0.003 pp+39.7%Yes
Nov 2024$212.0bn0.468%+0.062 pp+71.9%Yes
Oct 2024$188.1bn0.442%+0.043 pp+70.1%Yes
Sep 2024$168.6bn0.393%-0.059 pp+32.9%Yes
Aug 2024$167.6bn0.405%-0.045 pp+26.7%Yes
Jul 2024$167.7bn0.301%-0.033 pp+17.3%No
Jun 2024$157.9bn0.296%-0.034 pp+18.5%No
May 2024$159.0bn0.304%-0.033 pp+24.6%No
Apr 2024$148.5bn0.430%-0.081 pp+5.1%Yes
Mar 2024$154.0bn0.427%-0.077 pp+11.6%Yes
Feb 2024$140.7bn0.403%-0.167 pp-7.2%No
Jan 2024$143.2bn0.426%-0.137 pp-6.7%No
Dec 2023$153.1bn0.456%-0.062 pp+13.9%Yes
Nov 2023$130.2bn0.406%-0.128 pp-11.4%Yes
Oct 2023$117.3bn0.399%-0.102 pp-10.5%Yes
Sep 2023$135.3bn0.452%-0.081 pp+7.1%Yes
Aug 2023$141.1bn0.450%-0.074 pp+3.5%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.