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
$89.3M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.11M
3
+$977K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$928K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$806K

Top Sells

1
+$2.68M
2
+$1.82M
3
+$1.32M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.24M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.2M

Sector Composition

1 Communication Services 1.44%
2 Consumer Staples 1.15%
3 Healthcare 0.9%
4 Energy 0.6%
5 Utilities 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$360K 0.4%
7,125
-11,167
27
$358K 0.4%
1,602
+593
28
$342K 0.38%
3,563
-675
29
$328K 0.37%
2,997
-4,067
30
$322K 0.36%
+3,567
31
$309K 0.35%
+7,138
32
$302K 0.34%
+2,478
33
$291K 0.33%
+3,365
34
$284K 0.32%
+5,049
35
$279K 0.31%
7,632
+212
36
$277K 0.31%
+3,300
37
$272K 0.3%
+4,342
38
$260K 0.29%
+2,328
39
$251K 0.28%
+6,205
40
$248K 0.28%
+2,121
41
$244K 0.27%
10,600
-27,340
42
$243K 0.27%
7,890
-9,943
43
$238K 0.27%
+3,070
44
$223K 0.25%
+9,139
45
$214K 0.24%
+1,821
46
$209K 0.23%
+3,667
47
$206K 0.23%
918
-8,127
48
$206K 0.23%
+1,563
49
$201K 0.23%
+14,510
50
– –
-21,321
1
2
3