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
$18.1B
AUM Growth
+$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,368
New
Increased
Reduced
Closed

Top Buys

1
+$352M
2
+$298M
3
+$199M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$154M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$99.1M

Top Sells

1
+$20.7M
2
+$19.9M
3
+$19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$17.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$15.4M

Sector Composition

1 Technology 8.96%
2 Healthcare 4.95%
3 Financials 4.73%
4 Consumer Discretionary 3.92%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$270K ﹤0.01%
+4,540
2002
$270K ﹤0.01%
+4,663
2003
$270K ﹤0.01%
9,957
-7,139
2004
$270K ﹤0.01%
+4,974
2005
$270K ﹤0.01%
11,420
-863
2006
$270K ﹤0.01%
9,826
-544
2007
$268K ﹤0.01%
+1,829
2008
$267K ﹤0.01%
+1,493
2009
$266K ﹤0.01%
6,196
-38,339
2010
$266K ﹤0.01%
+6,754
2011
$266K ﹤0.01%
33,077
+946
2012
$266K ﹤0.01%
+5,929
2013
$265K ﹤0.01%
19,108
+2,118
2014
$265K ﹤0.01%
+2,348
2015
$264K ﹤0.01%
+4,809
2016
$264K ﹤0.01%
+3,995
2017
$264K ﹤0.01%
8,300
-1,056
2018
$264K ﹤0.01%
6,055
+1,425
2019
$263K ﹤0.01%
3,860
+2
2020
$262K ﹤0.01%
+2,388
2021
$261K ﹤0.01%
+8,893
2022
$261K ﹤0.01%
14,031
-156
2023
$261K ﹤0.01%
3,077
+237
2024
$261K ﹤0.01%
4,702
-971
2025
$260K ﹤0.01%
7,688
+1,195
79 80
81
82 83