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
$13.2B
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,173
New
Increased
Reduced
Closed

Top Buys

1
+$67.8M
2
+$45.4M
3
+$33.3M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$30.3M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$30.3M

Top Sells

1
+$25M
2
+$23.2M
3
+$17.8M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$16.8M
5
IYE icon
iShares US Energy ETF
IYE
+$14M

Sector Composition

1 Technology 7.71%
2 Healthcare 5.25%
3 Financials 4.72%
4 Consumer Discretionary 3.88%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$126K ﹤0.01%
35,259
+22,528
2002
$124K ﹤0.01%
4,849
+167
2003
$121K ﹤0.01%
12,850
-4,465
2004
$119K ﹤0.01%
17,001
+462
2005
$119K ﹤0.01%
17,708
+341
2006
$119K ﹤0.01%
10,504
+48
2007
$116K ﹤0.01%
+10,931
2008
$116K ﹤0.01%
12,933
+1,624
2009
$114K ﹤0.01%
4,174
+56
2010
$113K ﹤0.01%
11,619
-348
2011
$110K ﹤0.01%
31,047
+8,420
2012
$109K ﹤0.01%
11,296
-6,657
2013
$105K ﹤0.01%
12,454
-3,301
2014
$105K ﹤0.01%
+13,890
2015
$105K ﹤0.01%
+10,089
2016
$104K ﹤0.01%
11,306
+686
2017
$104K ﹤0.01%
22,302
+3,138
2018
$99K ﹤0.01%
11,076
-513
2019
$98K ﹤0.01%
1,855
-1,611
2020
$98K ﹤0.01%
4,763
-897
2021
$94K ﹤0.01%
42,381
+7,835
2022
$92K ﹤0.01%
19,315
+3,436
2023
$91K ﹤0.01%
13,999
+779
2024
$91K ﹤0.01%
14,754
-2,593
2025
$90K ﹤0.01%
+13,741
79 80
81
82 83