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MIM

MetLife Investment Management Portfolio holdings

AUM $19.6B
1-Year Est. Return 32.64%
This Fund
S&P 500
This Quarter Est. Return
+9.12%
1 Year Est. Return
+32.64%
3 Year Est. Return
+107.14%
5 Year Est. Return
+140.16%
10 Year Est. Return
–
AUM
$13.2B
AUM Growth
+$1.19B
Cap. Flow
+$398M
Cap. Flow %
3.01%
Top 10 Hldgs %
25.15%
Holding
2,888
New
90
Increased
233
Reduced
1,480
Closed
57

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$651M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$24.1M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$19.4M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$17.9M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$8.93M

Top Sells

Rank Stock Value
1
EFA icon
iShares MSCI EAFE ETF
EFA
+$33.4M
2
AAPL icon
Apple
AAPL
+$20.4M
3
MSFT icon
Microsoft
MSFT
+$10.9M
4
TWTR
Twitter, Inc.
TWTR
+$9.15M
5
Y
Alleghany Corp
Y
+$7.32M

Sector Composition

Rank Sector Weight
1 Technology 19.63%
2 Healthcare 13.34%
3 Financials 12.1%
4 Consumer Discretionary 9.16%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LQD icon
1
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$893M 6.77%
8,473,700
+6,218,000
+276% +$651M
AAPL icon
2
Apple
AAPL
$4.57T
$580M 4.4%
4,466,782
-142,785
-3% -$20.4M
MSFT icon
3
Microsoft
MSFT
$3.71T
$539M 4.08%
2,245,542
-45,352
-2% -$10.9M
BSV icon
4
Vanguard Short-Term Bond ETF
BSV
$44.6B
$332M 2.52%
4,415,200
-27,800
-0.6% -$2.09M
AMZN icon
5
Amazon
AMZN
$2.96T
$223M 1.69%
2,649,221
-50,093
-2% -$4.95M
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$167M 1.27%
436,900
+62,830
+17% +$24.1M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.33T
$156M 1.18%
1,769,320
-40,009
-2% -$3.8M
UNH icon
8
UnitedHealth
UNH
$370B
$147M 1.12%
277,955
-5,687
-2% -$3.01M
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.13T
$144M 1.09%
465,922
-8,472
-2% -$2.52M
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.32T
$139M 1.05%
1,568,548
-50,708
-3% -$4.84M
JNJ icon
11
Johnson & Johnson
JNJ
$625B
$121M 0.91%
683,195
-14,771
-2% -$2.55M
XOM icon
12
ExxonMobil
XOM
$634B
$119M 0.9%
1,075,647
-30,702
-3% -$3.29M
NVDA icon
13
NVIDIA
NVDA
$5.42T
$109M 0.82%
7,445,570
-181,550
-2% -$2.66M
JPM icon
14
JPMorgan Chase
JPM
$950B
$103M 0.78%
765,739
-12,383
-2% -$1.57M
V icon
15
Visa
V
$677B
$102M 0.78%
492,833
-9,773
-2% -$1.97M
PG icon
16
Procter & Gamble
PG
$339B
$99.8M 0.76%
658,769
-17,820
-3% -$2.5M
TSLA icon
17
Tesla
TSLA
$1.3T
$98.8M 0.75%
801,900
-8,273
-1% -$1.57M
HD icon
18
Home Depot
HD
$355B
$92.1M 0.7%
291,441
-6,375
-2% -$1.94M
MA icon
19
Mastercard
MA
$493B
$88.9M 0.67%
255,643
-6,746
-3% -$2.22M
ABBV icon
20
AbbVie
ABBV
$435B
$86M 0.65%
532,256
-10,453
-2% -$1.6M
LLY icon
21
Eli Lilly
LLY
$1.06T
$85.8M 0.65%
234,411
-4,526
-2% -$1.6M
CVX icon
22
Chevron
CVX
$366B
$84M 0.64%
467,825
-13,591
-3% -$2.37M
MRK icon
23
Merck
MRK
$318B
$78.1M 0.59%
704,281
-12,110
-2% -$1.24M
PFE icon
24
Pfizer
PFE
$153B
$75.2M 0.57%
1,466,852
-23,754
-2% -$1.14M
PEP icon
25
PepsiCo
PEP
$190B
$73.4M 0.56%
406,450
-8,447
-2% -$1.51M
1
2 3 4 5

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SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return

MetLife Investment Management's Q4 2022 Portfolio in Review

As of Q4 2022, MetLife Investment Management held 2,888 positions worth $13.2B, up 9.9% from $12B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

MetLife Investment Management deployed $398M of net new capital in Q4 2022, opening 90 new positions and adding to 233 existing holdings. Its largest new stake was Atlassian: 8,691 shares worth $1.12M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 21% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares MSCI EAFE ETF, an estimated $33.4M trimmed.

  • MetLife Investment Management's largest Q4 2022 buy was Atlassian: 8,691 shares worth $1.12M.
  • MetLife Investment Management added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022, an estimated $651M increase.
  • MetLife Investment Management's biggest Q4 2022 reduction was iShares MSCI EAFE ETF, cutting an estimated $33.4M.
  • MetLife Investment Management fully exited Twitter, Inc. in Q4 2022, selling an estimated $9.15M.
  • MetLife Investment Management's ten largest holdings make up 25% of its $13.2B portfolio in Q4 2022.
  • MetLife Investment Management opened 90 new positions and closed 57 in Q4 2022.
  • MetLife Investment Management's portfolio value rose 9.9% quarter-over-quarter to $13.2B.

Based on MetLife Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.