OakChart

Alcoa Corp

AABasic Materials·Aluminum·USA·Large·NYSE·Nov 13 • 6:00 AM ET

40.37-0.08 (-0.20%)
2026-11-13 12:39 CET
Market cap
$10.66B
Revenue, TTM
14,446.00 USD m
Net income, TTM
1,541.00 USD m
Free cash flow, TTM
- USD m
EPS diluted, TTM
5.80
Price / earnings
6.96
Compare

Price

AA against its 20, 50 and 200-day averages
Terms2050200BeatMiss
Patternshover a marker to name it
RS 1340.0060.0080.008.5M17.0MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26AAclose 40.3720-day 39.9750-day 42.56200-day 55.3540.3752w high 84.3852w low 35.1252-week range, not 6 months

52.2% under the 52-week high of 84.38 on 2 Jun 2026. 52-week low 35.12 on 21 Nov 2025. Last 15 sessions, 11.8% high to low

Volume 0.02× normal · the line is the 50-bar volume average

Setup. RS line 13
CANSLIM 4 of 6 — fails: 52-Week High/Low: 0-10% below High; Performance: Year +50%
VCP 3 of 6 — fails: 200-Day Simple Moving Average: Price above SMA200; 50-Day Simple Moving Average: SMA50 above SMA200; 52-Week High/Low: 0-10% below High
Minervini 0 of 4 — fails: 200-Day Simple Moving Average: Price above SMA200; 50-Day Simple Moving Average: SMA50 above SMA200; 52-Week High/Low: 0-10% below High; Performance: Year +50%
Zanger 1 of 5 — fails: RSI (14): Not Oversold (>50); Performance: Week +10%; Relative Volume: Over 1.5; 200-Day Simple Moving Average: Price above SMA200
Leaders 1 of 5 — fails: 50-Day Simple Moving Average: Price above SMA50; 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%; 52-Week High/Low: 0-10% below High
Breakout 0 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2; 50-Day Simple Moving Average: Price above SMA50; 200-Day Simple Moving Average: Price above SMA200
Growth 3 of 4 — fails: EPS Growth Next Year: High (>25%)
Quality 3 of 5 — fails: Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1)
Value 3 of 4 — fails: Debt/Equity: Low (<0.1)
Income 2 of 4 — fails: Dividend Yield: Over 2%; Dividend Growth: Growing 2+ Years
Small Cap 1 of 4 — fails: Float: Under 100M; 200-Day Simple Moving Average: Price above SMA200; Performance: Year +50%
Accumulation 2 of 4 — fails: Institutional Transactions: Over +10%; 200-Day Simple Moving Average: Price above SMA200
Relative Strength 1 of 3 — fails: Performance: Year +100%; 200-Day Simple Moving Average: Price above SMA200

Profile

AA
52-week range, 11% of the way up
35.1284.38

Alcoa Corp. engages in the bauxite mining, alumina refining, and aluminum smelting and casting. It operates through the Alumina and Aluminum segments. The Alumina segment consists of a refining system, including the mining of bauxite, which is then refined into alumina, a compound of aluminum and oxygen that is the raw material used by smelters to produce aluminum metal. The Aluminum segment is composed of smelting and casthouse system. The company was founded by Charles Martin Hall on July 9, 1886 and is headquartered in Pittsburgh, PA.

IndexRUI
Employees14900
IPOOct 18, 2016
Beta1.84
ATR, 14d1.54
Rel volume0.02
Short float4.77%
Insider own0.54%
Inst own81.07%

Snapshot

6 groups

Valuation

IndexRUI
Market Cap$10.66B
Enterprise Value10.74B
Income1.54B
Sales14.45B
Book / share31.23
Cash / share17.96
Dividend Est.0.40 (0.99%)
Dividend TTM0.50 (1.24%)
Dividend Ex-DateOct 27, 2026
Dividend Gr. 3/5Y0.00% -
Payout9.02%
Employees14900
IPOOct 18, 2016

Ratios

Price / earnings6.96
Forward price / earnings7.36
Price / earnings / growth0.79
Price / sales0.74
Price / book1.29
Price / cash2.25
Price / free cash flow11.97
Value / cash profit3.96
Value / sales0.74
Quick Ratio1.66
Current Ratio2.31
Debt / equity0.58
Long-term debt / equity0.58
Options and shortYes / Yes

Earnings

Earnings / share5.80
Earnings next year5.48
Earnings next quarter1.56
Earnings this year82.66%
Earnings next year-20.39%
Earnings growth, 5 years9.33%
Past earnings growth- -
Past sales growth1.10% 7.07%
Earnings vs last year32.09%
Sales vs last year10.27%
Earnings vs last quarter104.27%
Sales vs last quarter21.52%
EarningsOct 15 AMC
Surprise20.19% -1.71%

Ownership

Insiders own0.54%
Insider trades-1.85%
Institutions own81.07%
Institution trades-0.09%
Return on assets8.48%
Return on equity21.12%
Return on capital11.79%
Gross Margin16.65%
Operating margin14.11%
Profit Margin10.67%
20-day average1.01%
50-day average-5.14%
200-day average-27.07%

Technical

Shares out263.97M
Shares floating262.55M
Short / float4.77%
Short ratio2.79
Short interest12.52M
52-week high84.38 -52.2%
52-week low35.12 +14.9%
Volatility3.25% 3.52%
Average range1.54
Strength index47.95
Market sensitivity1.84
Relative volume0.02
Avg Volume4.49M
Volume3,857

Performance

Perf Week2.10%
Perf Month-0.12%
Perf Quarter-21.93%
Perf Half Y-35.44%
Perf YTD-24.03%
Perf Year5.71%
Perf 3Y64.11%
Perf 5Y-22.25%
Perf 10Y37.78%
Recommendation1.95
Target Price56.21
Prev Close40.45
Price40.37
Change %-0.20%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Oct 22, 2026DowngradeArgusBuy → Hold
Oct 14, 2026InitiatedBarclaysOverweight$55+36.2%
Jul 08, 2026DowngradeMorgan StanleyOverweight → Equal-Weight$53+31.3%
May 22, 2026UpgradeUBSNeutral → Buy$80+98.2%
May 07, 2026UpgradeWells FargoEqual Weight → Overweight$70+73.4%
Apr 09, 2026UpgradeMorgan StanleyEqual-Weight → Overweight$80+98.2%
Mar 13, 2026UpgradeJP MorganUnderweight → Neutral$68+68.4%
Jan 27, 2026DowngradeMorgan StanleyOverweight → Equal-Weight$64+58.5%
Jan 13, 2026DowngradeWells FargoOverweight → Equal Weight$71+75.9%
Jan 08, 2026DowngradeJP MorganNeutral → Underweight$50+23.9%

Peers

Mkt cap
TickerCompanyMkt cap
CENXCentury Aluminum Co3.53B
CSTMConstellium SE3.04B
KALUKaiser Aluminum Corp1.81B
RIORio Tinto plc ADR104.86B
TECKTeck Resources Ltd30.26B
FCXFreeport-McMoRan Inc86.72B
CLFCleveland-Cliffs Inc7.49B
BHPBHP Group Limited ADR204.08B
VALEVale SA ADR46.14B
SCCOSouthern Copper Corp142.55B

Insider trading

8 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Bacchi RenatoEVP & Chief Commercial OfficerAug 31 '26Sale51.0270035,71474,930Sep 01 04:15 PM
Bacchi RenatoOfficerAug 31 '26Proposed Sale51.0270035,714Aug 31 04:10 PM
Jones Tammi AEVP & CHROAug 27 '26Sale50.6015,628790,73339,819Aug 28 04:15 PM
Jones Tammi AOfficerAug 27 '26Proposed Sale50.6015,628790,733Aug 27 04:14 PM
Hastings AndrewEVP & Gen. CounselAug 17 '26Sale50.906,000305,41237,532Aug 18 04:17 PM
Hastings AndrewOfficerAug 17 '26Proposed Sale50.906,000305,413Aug 17 04:46 PM
Reed Matthew TEVP, Chief Operations OfficerJul 22 '26Sale46.824,600215,37271,770Jul 23 04:20 PM
Reed Matthew TOfficerJul 22 '26Proposed Sale46.824,600215,372Jul 22 04:26 PM

Held by

AUM
TickerCompanyAUM
IJHiShares Core S&P Mid-Cap ETFAUM: 125.56B
VTIVanguard Morningstar Total Stock Market ETFAUM: 696.31B
VBVanguard Morningstar Small-Cap ETFAUM: 80.23B
XMEState Street SPDR S&P Metals & Mining ETFAUM: 3.54B
VBRVanguard Morningstar Small-Cap Value ETFAUM: 37.88B
VXFVanguard Extended Market Index ETFAUM: 30.79B
DFATU.S. Targeted Value Portfolio-ETF Class SharesAUM: 14.54B
DFSVUS Small Cap Value Portfolio ETF Class SharesAUM: 8.56B
PAVEGlobal X U.S. Infrastructure Development ETFAUM: 13.65B
MDYState Street SPDR S&P MIDCAP 400 ETF TrustAUM: 26.08B

News

latest 14 of 200

Quarterly earnings

actual against estimate

No quarterly earnings.

Annual earnings

2025FY EPS 3.770 beat 3.561, from 1.350 a year earlier. Sales 12,831 beat 12,711, from 11,895 a year earlier
EPS
6.8300-2.6122018FY EPS 3.580 against 3.52620182019FY EPS -0.990 against -0.87220192020FY EPS -1.160 against -1.32020202021FY EPS 6.830 against 6.22820212022FY EPS 4.830 against 4.74320222023FY EPS -2.270 against -2.61220232024FY EPS 1.350 against 1.10220242025FY EPS 3.770 against 3.5612025
Sales, USD millions
13,43202018FY sales 13,403 against 13,43220182019FY sales 10,433 against 10,47820192020FY sales 9,286 against 9,28720202021FY sales 12,152 against 12,20720212022FY sales 12,451 against 12,52120222023FY sales 10,551 against 10,56120232024FY sales 11,895 against 11,75020242025FY sales 12,831 against 12,7112025

Reported years only. The outline behind the bar is the estimate. A later year with no print stays in the table.

earnings feed, not the snapshot. Not the statement ratio.

PeriodEPS adjustedEPS estEPS reportedSales act, USD mSales est, USD mP/E, earnings feed
2030FYestimate-5.855--13,6876.90
2029FYestimate-5.220--13,7117.73
2028FYestimate-4.927--14,0818.19
2027FYestimate-5.482--14,9377.36
2026FYestimate-6.886--14,7395.86
2025FY3.7703.5614.42012,83112,71114.10
2024FY1.3501.1020.28011,89511,75027.99
2023FY-2.270-2.612-3.65710,55110,561-
2022FY4.8304.743-0.68012,45112,5219.41
2021FY6.8306.2282.25812,15212,2078.72
2020FY-1.160-1.320-0.9149,2869,287-
2019FY-0.990-0.872-6.08110,43310,478-
2018FY3.5803.5261.32313,40313,4327.43
2017FY3.0103.2681.16011,65211,77517.90
2016FY-1.240-0.866-2.1909,3189,255-
2015FY5.0405.076-1.57722,53422,5948.01
2014FY8.2807.6611.89023,90623,5684.88
2013FY2.9703.107-19.26023,03222,86813.59
2012FY2.1602.1631.62023,70023,31818.69
2011FY6.4806.5634.95024,95124,6836.23
2010FY4.8604.6072.16021,01320,9828.31

Quarterly results

2026Q3 revenue 3,535, from 2,909 a year earlier. Operating margin 13.5%, from 1.8% a year earlier
Revenue, USD millions
4,06602024Q4 revenue 3,97724Q42025Q1 revenue 3,27425Q12025Q2 revenue 2,94025Q22025Q3 revenue 2,90925Q32025Q4 revenue 4,06625Q42026Q1 revenue 3,06326Q12026Q2 revenue 3,78226Q22026Q3 revenue 3,53526Q3
Operating margin
25.302024Q4 operating margin 25.3%24Q42025Q1 operating margin 21.3%25Q12025Q2 operating margin 4.0%25Q22025Q3 operating margin 1.8%25Q32025Q4 operating margin 18.5%25Q42026Q1 operating margin 9.3%26Q12026Q2 operating margin 13.9%26Q22026Q3 operating margin 13.5%26Q3

From the quarterly statement. Not an estimate.

Estimate revisions

Latest snapshot of each period and type.

No estimate revisions.

Estimate history

Annual
Metric201720182019202020212022202320242025TTMMRQ
EPS per share1.161.323-6.081-0.9142.258-0.68-3.6570.284.4335.802-
Sales USD millions11,78013,51710,4959,37212,43712,76210,70612,18413,18914,446-
Shares million shares185185186186184177178258263-264
Quarterly
MetricQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
EPS per share0.3850.7762.1080.6310.8890.8581.5981.531.816
Sales USD millions2,8303,9773,2742,9402,9094,0663,0633,7823,535
Shares million shares258258259259259263264264264

Income statement, annual

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
MetricTTM2025FY12/31/20252024FY12/31/20242023FY12/31/20232022FY12/31/20222021FY12/31/20212020FY12/31/20202019FY12/31/20192018FY12/31/2018
Total Revenue14,446.0013,189.00+8.2%12,184.00+13.8%10,706.00-16.1%12,762.00+2.6%12,437.00+32.7%9,372.00-10.7%10,495.00-22.4%13,517.00
Cost of Goods Sold Incl. D&A12,041.0011,265.00+5.4%10,686.00+2.1%10,465.00-3.4%10,829.00+10.3%9,815.00+14.0%8,607.00-7.4%9,293.00-14.1%10,823.00
Gross Profit2,405.001,924.00+28.4%1,498.00+521.6%241.00-87.5%1,933.00-26.3%2,622.00+242.7%765.00-36.4%1,202.00-55.4%2,694.00
Selling, General and Administrative Excl. Other367.00323.00-2.7%332.00+25.3%265.00+12.3%236.00-8.5%258.00+10.7%233.00-24.1%307.00+10.0%279.00
Research and Development18.0024.00-57.9%57.00+46.2%39.00+21.9%32.00+3.2%31.00+14.8%27.000.0%27.00-12.9%31.00
Other Operating Expense0.000.000.000.000.000.000.000.000.00
Operating Income2,038.001,601.00+37.3%1,166.00-24.00-101.4%1,697.00-28.2%2,364.00+344.4%532.00-40.6%895.00-62.9%2,415.00
Interest Expense129.00158.00+1.3%156.00+45.8%107.00+0.9%106.00-45.6%195.00+33.6%146.00+20.7%121.00-0.8%122.00
Unusual Expense324.00782.00+176.3%283.00+49.7%189.00-63.8%522.00-52.7%1,103.00+859.1%115.00-80.3%584.00+16.3%502.00
Net Income Before Taxes1,641.001,064.00+268.2%289.00-584.00-183.2%702.00-41.5%1,199.00+593.1%173.00-438.00-127.0%1,625.00
Income Taxes118.00-55.00-120.8%265.00+40.2%189.00-71.5%664.00+5.6%629.00+236.4%187.00-54.9%415.00-43.3%732.00
Consolidated Net Income1,523.001,119.00+4562.5%24.00-773.00-2134.2%38.00-93.3%570.00-14.00-853.00-195.5%893.00
Net Income From Continuing Operations1,541.001,157.00+1828.3%60.00-651.00-123.00-128.7%429.00-170.00-1,125.00-550.0%250.00
Net Income1,541.001,157.00+1828.3%60.00-651.00-123.00-128.7%429.00-170.00-1,125.00-550.0%250.00
EPS (Recurring) per share6.656.53+439.7%1.21-2.91-317.2%1.34-78.8%6.32-0.48-3.87-221.7%3.18
EPS (Basic, Before Extraordinaries) per share5.854.47+1496.4%0.28-3.66-0.68-129.4%2.31-0.91-6.08-553.7%1.34
EPS (Diluted) per share5.804.43+1482.1%0.28-3.66-0.68-130.1%2.26-0.91-6.08-560.6%1.32
EBITDA2,711.002,224.00+23.0%1,808.00+197.4%608.00-73.7%2,314.00-23.6%3,028.00+155.5%1,185.00-26.3%1,608.00-48.9%3,148.00
Non-Operating Income (Expense)56.00403.00-438.00-264.00-367.00-375.9%133.00-98.00-628.00-166.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense40.2932.39+13.9%28.44+2.9%27.65-12.5%31.60+11.0%28.47+56.0%18.25-16.7%21.90-20.8%27.65
Price To Earnings Ratio ratio statement ratio, not the snapshot6.976.97---27.02--22.06
Price To Sales Ratio ratio0.771.050.660.570.640.910.460.380.37
Gross Margin %16.6514.5912.292.2515.1521.088.1611.4519.93
Operating Margin %14.1112.149.57-0.2213.3019.015.688.5317.87
Net Margin %10.678.770.49-6.08-0.963.45-1.81-10.721.85
Shares Outstanding million shares263.97263.10+1.8%258.36+44.8%178.47+0.8%176.97-3.9%184.10-1.0%185.98+0.2%185.58+0.4%184.77
Market Capitalization10,677.5910,677.59+9.4%9,760.65+60.9%6,068.05-24.6%8,045.33-27.8%11,147.60+160.1%4,285.69+7.4%3,991.68-19.5%4,957.01

Income statement, quarterly

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2026Q39/30/20262026Q26/30/20262026Q13/31/20262025Q412/31/20252025Q39/30/20252025Q26/30/20252025Q13/31/20252024Q412/31/2024
Total Revenue3,535.00+21.5%3,782.00+28.6%3,063.00-6.4%4,066.00+2.2%2,909.00+2.8%2,940.00+3.9%3,274.00+23.5%3,977.00+53.2%
Cost of Goods Sold Incl. D&A2,953.00+6.6%3,146.00+15.4%2,685.00+7.7%3,257.00+13.4%2,769.00+11.7%2,727.00+4.0%2,493.00-2.8%2,873.00+11.0%
Gross Profit582.00+315.7%636.00+198.6%378.00-51.6%809.00-26.7%140.00-60.1%213.00+1.4%781.00+797.7%1,104.00+13700.0%
Selling, General and Administrative Excl. Other105.00+18.0%112.00+19.1%93.00+12.0%57.00-41.2%89.00+8.5%94.00+14.6%83.00+16.9%97.00+24.4%
Research and Development8.00-27.3%11.00-8.3%10.00-16.7%-11.00-164.7%11.00-31.3%12.00-7.7%12.00+9.1%17.00+21.4%
Other Operating Expense0.000.000.000.000.000.000.000.00
Operating Income477.00+835.3%524.00+340.3%285.00-59.2%752.00-25.3%51.00-81.0%119.00-7.0%698.00+4262.5%1,007.00
Interest Expense42.00+27.3%36.00-35.7%35.00-34.0%16.00-64.4%33.00-25.0%56.00+40.0%53.00+96.3%45.00+60.7%
Unusual Expense-29.00-104.5%179.00-67.00241.00+234.7%639.00+1497.5%-96.00-2.00-101.0%72.00
Net Income Before Taxes573.00+243.1%482.00+199.4%499.00-25.3%87.00-74.3%167.00-9.2%161.00+75.0%668.00338.00
Income Taxes91.0073.00+630.0%82.00-31.7%-128.00-194.1%-51.00-159.3%10.00-83.6%120.00136.00-9.3%
Consolidated Net Income482.00+121.1%409.00+170.9%417.00-23.9%215.00+6.4%218.00+122.4%151.00+387.1%548.00202.00
Net Income From Continuing Operations483.00+108.2%407.00+148.2%425.00-22.4%226.00+11.9%232.00+157.8%164.00+720.0%548.00202.00
Net Income483.00+108.2%407.00+148.2%425.00-22.4%226.00+11.9%232.00+157.8%164.00+720.0%548.00202.00
EPS (Recurring) per share1.74-33.1%2.00+440.5%1.42-32.4%1.50+54.6%2.60+420.0%0.372.100.97
EPS (Basic, Before Extraordinaries) per share1.83+103.3%1.54+144.4%1.61-24.1%0.87+11.5%0.90+130.8%0.63+472.7%2.120.78
EPS (Diluted) per share1.82+104.5%1.53+142.9%1.60-24.2%0.86+10.3%0.89+134.2%0.63+472.7%2.110.78
EBITDA653.00+209.5%697.00+156.3%447.00-47.2%914.00-21.6%211.00-50.7%272.00-6.5%846.00+378.0%1,166.00+1153.8%
Non-Operating Income (Expense)109.00-86.2%173.00+8550.0%182.00+766.7%-408.00788.002.0021.00-552.00-4700.0%
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense10.27+2.7%13.43+41.7%10.27+18.2%6.32+60.0%10.00+40.6%9.480.0%8.69+10.0%3.95-37.5%
Price To Earnings Ratio ratio statement ratio, not the snapshot6.9713.1114.7912.078.448.73--
Price To Sales Ratio ratio0.771.001.361.060.660.590.610.80
Gross Margin %16.4616.8212.3419.904.817.2423.8527.76
Operating Margin %13.4913.869.3018.491.754.0521.3225.32
Net Margin %13.6610.7613.885.567.985.5816.745.08
Shares Outstanding million shares263.97+1.9%263.91+1.9%263.89+1.9%263.10+1.8%258.96+0.2%258.91+44.2%258.90+44.2%258.36+44.8%
Market Capitalization10,677.59+25.4%13,759.22+80.1%17,500.51+121.6%13,761.35+41.0%8,515.71-14.6%7,640.20+7.0%7,895.96+30.1%9,760.65+60.9%

Balance sheet, annual

No statement data.

Cash flow, annual

No statement data.

Balance sheet, quarterly

The feed stopped.

No statement data.

Cash flow, quarterly

The feed stopped.

No statement data.

Revenue breakdown

USD millions, so a column adds up to the income statement. Share is of the latest year in that split. The change is versus the older year shown, not TTM.

Product
Name20242025vs 20242025 share
Alumina4,246.003,662.00-13.8%28.5%
Aluminum7,359.008,515.00+15.7%66.4%
Bauxite376.00727.00+93.4%5.7%
Energy147.00190.00+29.3%1.5%
Other Products-233.00-263.00+12.9%-2.0%
Total11,895.0012,831.00+7.9%100.0%
Region
Name20242025vs 20242025 share
Australia3,128.003,011.00-3.7%23.5%
Brazil878.001,020.00+16.2%7.9%
Netherlands2,193.002,342.00+6.8%18.3%
Other Geographical Regions38.0025.00-34.2%0.2%
Spain293.00318.00+8.5%2.5%
United States5,365.006,115.00+14.0%47.7%
Total11,895.0012,831.00+7.9%100.0%
Segment
Name20242025vs 20242025 share
Total Primary Production of Aluminum revenue11,895.0012,831.00+7.9%100.0%
Total11,895.0012,831.00+7.9%100.0%

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
No short interest data.

Option chain

expiry -
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

0
FiledFormDescriptionPeriodLink
No filings.

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-08001.13M3
2026-0700215.37K1
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BlackRock, Inc.11.11%
VANGUARD PORTFOLIO MANAGEMENT LLC4.92%
STATE STREET CORP4.76%
VANGUARD CAPITAL MANAGEMENT LLC4.52%
EAGLE CAPITAL MANAGEMENT LLC4.50%
FMR LLC4.18%
DIMENSIONAL FUND ADVISORS LP2.99%
GEODE CAPITAL MANAGEMENT, LLC1.98%
AQR CAPITAL MANAGEMENT LLC1.55%
MORGAN STANLEY1.36%

Funds

Fund% owned
iShares Core S&P Mid-Cap ETF3.42%
VANGUARD TOTAL STOCK MARKET INDEX FUND3.18%
VANGUARD SMALL-CAP INDEX FUND2.29%
High Yield Fund1.70%
Nuveen Flexible Income Fund1.59%
VANGUARD SMALL-CAP VALUE INDEX FUND1.45%
Fidelity OTC Portfolio1.40%
VANGUARD EXTENDED MARKET INDEX FUND1.15%
State Street(R) SPDR(R) S&P(R) Metals & Mining ETF1.07%
High Yield Fixed Income Fund0.97%

OakChart. AA. Cached 15 minutes. Terms

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