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
0.508%
12M weight contribution
+0.115 pp
3M weight contribution
+0.021 pp
12M price return
+57.0%
Share of matched S&P 500 members
Monthly observations through Sep 2025
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 |
|---|---|---|---|---|---|
| Sep 2025 | $253.8bn | 0.508% | +0.115 pp | +57.0% | Yes |
| Aug 2025 | $240.2bn | 0.498% | +0.093 pp | +49.6% | Yes |
| Jul 2025 | $228.6bn | 0.482% | +0.181 pp | +42.2% | Yes |
| Jun 2025 | $226.0bn | 0.487% | +0.191 pp | +49.6% | Yes |
| May 2025 | $205.4bn | 0.465% | +0.161 pp | +35.0% | No |
| Apr 2025 | $186.2bn | 0.447% | +0.017 pp | +31.1% | No |
| Mar 2025 | $188.2bn | 0.447% | +0.020 pp | +28.0% | No |
| Feb 2025 | $214.7bn | 0.480% | +0.077 pp | +59.8% | Yes |
| Jan 2025 | $223.0bn | 0.496% | +0.070 pp | +63.9% | Yes |
| Dec 2024 | $202.5bn | 0.459% | +0.003 pp | +39.7% | Yes |
| Nov 2024 | $212.0bn | 0.468% | +0.062 pp | +71.9% | Yes |
| Oct 2024 | $188.1bn | 0.442% | +0.043 pp | +70.1% | Yes |
| Sep 2024 | $168.6bn | 0.393% | -0.059 pp | +32.9% | Yes |
| Aug 2024 | $167.6bn | 0.405% | -0.045 pp | +26.7% | Yes |
| Jul 2024 | $167.7bn | 0.301% | -0.033 pp | +17.3% | No |
| Jun 2024 | $157.9bn | 0.296% | -0.034 pp | +18.5% | No |
| May 2024 | $159.0bn | 0.304% | -0.033 pp | +24.6% | No |
| Apr 2024 | $148.5bn | 0.430% | -0.081 pp | +5.1% | Yes |
| Mar 2024 | $154.0bn | 0.427% | -0.077 pp | +11.6% | Yes |
| 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 |
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.