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
$98.5M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.73M
3
+$1.6M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.53M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.14M

Top Sells

1
+$1.89M
2
+$864K
3
+$770K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$719K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$199K

Sector Composition

1 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$855K 0.87%
8,038
+195
27
$673K 0.68%
2,703
-201
28
$667K 0.68%
18,336
-23,763
29
$649K 0.66%
8,922
-2,343
30
$566K 0.57%
20,705
-965
31
$556K 0.56%
6,812
+659
32
$538K 0.55%
4,865
-831
33
$478K 0.49%
5,145
+2
34
$412K 0.42%
8,542
-646
35
$405K 0.41%
5,363
-34
36
$306K 0.31%
3,030
+39
37
$277K 0.28%
5,200
-298
38
$275K 0.28%
6,094
-411
39
$251K 0.25%
9,324
+2,028
40
$234K 0.24%
8,307
-67,068
41
$221K 0.22%
5,256
-694
42
$221K 0.22%
7,905
43
$210K 0.21%
4,316
-617
44
$33K 0.03%
2,051
45
– –
-6,644
46
– –
-14,235
1
2