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
51
– –
-45,437
52
– –
-9,416
53
– –
-15,744
54
– –
-3,727
55
– –
-1,674
56
– –
-12,732
1 2
3