MML Investors Services

MML Investors Services Portfolio holdings

AUM $37.5B
1-Year Est. Return 17.84%
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.6B
AUM Growth
+$4.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,905
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$120M
3
+$107M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$86.4M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$64.8M

Top Sells

1
+$213M
2
+$91.8M
3
+$36.5M
4
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$35.9M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$31M

Sector Composition

1 Technology 10.46%
2 Financials 5.41%
3 Consumer Discretionary 3.77%
4 Communication Services 3.29%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
251
American Express
AXP
$255B
$27M 0.08%
84,521
+6,175
MO icon
252
Altria Group
MO
$97.3B
$26.4M 0.08%
449,640
+23,005
IOO icon
253
iShares Global 100 ETF
IOO
$8.07B
$26.3M 0.08%
243,804
-35,058
MRK icon
254
Merck
MRK
$248B
$26.3M 0.08%
332,019
-170,554
COP icon
255
ConocoPhillips
COP
$116B
$26.2M 0.08%
291,475
+16,408
SCHQ icon
256
Schwab Long-Term US Treasury ETF
SCHQ
$997M
$26M 0.08%
816,205
-148,609
VONE icon
257
Vanguard Russell 1000 ETF
VONE
$7.31B
$25.8M 0.07%
92,004
+13,996
ETN icon
258
Eaton
ETN
$131B
$25.8M 0.07%
72,283
-2,846
EMB icon
259
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.1B
$25.8M 0.07%
278,507
-17,092
CMCSA icon
260
Comcast
CMCSA
$99.5B
$25.8M 0.07%
721,944
+13,321
DGRW icon
261
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$25.7M 0.07%
306,942
+8,891
BX icon
262
Blackstone
BX
$118B
$25.6M 0.07%
171,404
+13,843
BSCP icon
263
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.29B
$25.5M 0.07%
1,234,766
+98,057
ICSH icon
264
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.65B
$25.5M 0.07%
503,179
-75,502
INTU icon
265
Intuit
INTU
$187B
$25.5M 0.07%
32,387
+3,979
BSCR icon
266
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.35B
$25.5M 0.07%
1,298,090
+152,213
IWP icon
267
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$25.4M 0.07%
183,153
+12,848
KVUE icon
268
Kenvue
KVUE
$32.4B
$25.2M 0.07%
1,205,001
+59,349
ADSK icon
269
Autodesk
ADSK
$65B
$25.1M 0.07%
81,099
+4,333
DFAT icon
270
Dimensional US Targeted Value ETF
DFAT
$12B
$25.1M 0.07%
464,470
-36,315
SPMD icon
271
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.9B
$25M 0.07%
460,627
+46,488
JAAA icon
272
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$25M 0.07%
491,835
-205,578
CGMS icon
273
Capital Group US Multi-Sector Income ETF
CGMS
$3.72B
$24.7M 0.07%
893,794
+140,156
EMXC icon
274
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.3B
$24.4M 0.07%
385,787
-1,453,627
ESGU icon
275
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
$24.3M 0.07%
179,781
-17,115
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