MML Investors Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$80.4M |
| 2 |
iShares S&P 100 ETF
OEF
|
+$69.1M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$61.4M |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$59.9M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$50.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
+$88.6M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$28.8M |
| 3 |
Fidelity Total Bond ETF
FBND
|
+$28.3M |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$26.7M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$24.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.42% |
| 2 | Financials | 5.48% |
| 3 | Healthcare | 3.89% |
| 4 | Consumer Discretionary | 3.77% |
| 5 | Industrials | 3% |
Similar funds
MML Investors Services's Q1 2025 Portfolio in Review
As of Q1 2025, MML Investors Services held 2,834 positions worth $30B, up 3.6% from $29B the previous quarter. Its ten largest holdings account for 17% of the portfolio.
MML Investors Services deployed $1.84B of net new capital in Q1 2025, opening 176 new positions and adding to 1,648 existing holdings. Its largest new stake was Pacer Swan SOS Moderate October ETF: 798,525 shares worth $21.7M.
By sector, the portfolio is most concentrated in Technology at 9.4% of assets, down from 10% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was iShares MSCI EAFE Growth ETF, an estimated $88.6M trimmed.
- MML Investors Services's largest Q1 2025 buy was Pacer Swan SOS Moderate October ETF: 798,525 shares worth $21.7M.
- MML Investors Services added most to iShares S&P 500 Value ETF in Q1 2025, an estimated $80.4M increase.
- MML Investors Services's biggest Q1 2025 reduction was iShares MSCI EAFE Growth ETF, cutting an estimated $88.6M.
- MML Investors Services fully exited Capital Southwest in Q1 2025, selling an estimated $2.61M.
- MML Investors Services's ten largest holdings make up 17% of its $30B portfolio in Q1 2025.
- MML Investors Services opened 176 new positions and closed 151 in Q1 2025.
- MML Investors Services's portfolio value rose 3.6% quarter-over-quarter to $30B.
Based on MML Investors Services's 13F filing for Q1 2025, filed 14 May 2025.