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
$15.2B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,260
New
Increased
Reduced
Closed

Top Buys

1
+$64.8M
2
+$40.8M
3
+$39.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$34.8M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$34.3M

Top Sells

1
+$71.1M
2
+$30.8M
3
+$30.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$24.5M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.5M

Sector Composition

1 Technology 7.21%
2 Healthcare 5.44%
3 Financials 5.01%
4 Consumer Discretionary 3.36%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$209K ﹤0.01%
+4,719
2002
$209K ﹤0.01%
+2,734
2003
$209K ﹤0.01%
2,297
-1,595
2004
$209K ﹤0.01%
+3,680
2005
$209K ﹤0.01%
23,315
-3,679
2006
$209K ﹤0.01%
3,228
+553
2007
$208K ﹤0.01%
2,325
-340
2008
$208K ﹤0.01%
+3,926
2009
$208K ﹤0.01%
4,030
-201
2010
$207K ﹤0.01%
+4,465
2011
$207K ﹤0.01%
9,550
+4,787
2012
$207K ﹤0.01%
+4,811
2013
$207K ﹤0.01%
9,620
+4
2014
$206K ﹤0.01%
5,780
-5,979
2015
$205K ﹤0.01%
9,070
-2,977
2016
$205K ﹤0.01%
+4,503
2017
$204K ﹤0.01%
12,702
+498
2018
$204K ﹤0.01%
+5,949
2019
$203K ﹤0.01%
+6,622
2020
$203K ﹤0.01%
+4,067
2021
$203K ﹤0.01%
5,261
-650
2022
$203K ﹤0.01%
+6,513
2023
$203K ﹤0.01%
6,843
-11,504
2024
$203K ﹤0.01%
+9,930
2025
$202K ﹤0.01%
+3,490
79 80
81
82 83