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
$14.1B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,275
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$86.1M
3
+$37.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$33.8M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$30.9M

Top Sells

1
+$225M
2
+$191M
3
+$164M
4
AMZN icon
Amazon
AMZN
+$119M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$81.5M

Sector Composition

1 Technology 6.32%
2 Healthcare 4.42%
3 Financials 4.23%
4 Industrials 2.93%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$42K ﹤0.01%
12,000
2002
$41K ﹤0.01%
18,800
2003
$40K ﹤0.01%
+10,250
2004
$37K ﹤0.01%
19,459
+189
2005
$36K ﹤0.01%
435
-11
2006
$30K ﹤0.01%
24,548
-8,939
2007
$30K ﹤0.01%
617
-373
2008
$28K ﹤0.01%
3,047
2009
$26K ﹤0.01%
545
2010
$24K ﹤0.01%
4,529
2011
$23K ﹤0.01%
333
2012
$20K ﹤0.01%
1,667
2013
$18K ﹤0.01%
10,000
2014
$16K ﹤0.01%
15,106
-500
2015
$16K ﹤0.01%
320
+80
2016
$8K ﹤0.01%
1,159
-110
2017
$7K ﹤0.01%
517
2018
$2K ﹤0.01%
500
2019
$2K ﹤0.01%
10,741
2020
– –
-1,617
2021
– –
-8,537
2022
– –
-6,208
2023
– –
-14,151
2024
– –
-6,235
2025
– –
-7,983
79 80
81
82 83