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
$14.2B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,175
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$49.1M
3
+$42.4M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$33.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$28M

Top Sells

1
+$36.6M
2
+$27.4M
3
+$20.2M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$15.6M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$14.5M

Sector Composition

1 Technology 8.98%
2 Healthcare 4.96%
3 Financials 4.88%
4 Consumer Discretionary 4.31%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$149K ﹤0.01%
12,470
+1,674
2002
$144K ﹤0.01%
13,717
+29
2003
$144K ﹤0.01%
12,096
+355
2004
$143K ﹤0.01%
17,301
-3,457
2005
$141K ﹤0.01%
15,426
-2,347
2006
$139K ﹤0.01%
10,411
-769
2007
$138K ﹤0.01%
6,782
-171
2008
$136K ﹤0.01%
10,191
-1,147
2009
$131K ﹤0.01%
+15,472
2010
$124K ﹤0.01%
4,497
+237
2011
$122K ﹤0.01%
20,000
2012
$122K ﹤0.01%
11,357
-75
2013
$120K ﹤0.01%
17,477
-4,953
2014
$114K ﹤0.01%
91
-21
2015
$107K ﹤0.01%
15,363
+198
2016
$107K ﹤0.01%
12,354
+1,436
2017
$106K ﹤0.01%
11,708
2018
$105K ﹤0.01%
4,529
2019
$100K ﹤0.01%
+10,055
2020
$97K ﹤0.01%
14,235
+896
2021
$97K ﹤0.01%
+25,372
2022
$95K ﹤0.01%
31,500
-118
2023
$94K ﹤0.01%
+10,508
2024
$92K ﹤0.01%
16,178
+189
2025
$80K ﹤0.01%
16,707
+1,178
79 80
81
82 83