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
$24.3B
AUM Growth
+$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,589
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$109M
3
+$87.5M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$84M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$57.9M

Top Sells

1
+$92.8M
2
+$74.2M
3
+$73.6M
4
OEF icon
iShares S&P 100 ETF
OEF
+$55.3M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$44.5M

Sector Composition

1 Technology 9.78%
2 Financials 5.25%
3 Healthcare 4.88%
4 Consumer Discretionary 4.16%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$355K ﹤0.01%
+7,286
2002
$354K ﹤0.01%
10,037
+95
2003
$354K ﹤0.01%
2,659
+33
2004
$353K ﹤0.01%
+3,969
2005
$352K ﹤0.01%
31,780
-1,104
2006
$352K ﹤0.01%
5,454
+93
2007
$352K ﹤0.01%
5,502
-10,222
2008
$351K ﹤0.01%
9,326
-432
2009
$351K ﹤0.01%
12,803
-8,089
2010
$351K ﹤0.01%
9,045
-714
2011
$351K ﹤0.01%
5,854
-355
2012
$350K ﹤0.01%
+14,522
2013
$350K ﹤0.01%
3,118
+47
2014
$349K ﹤0.01%
6,845
+206
2015
$348K ﹤0.01%
11,065
+347
2016
$345K ﹤0.01%
10,620
-378
2017
$345K ﹤0.01%
20,775
-1,632
2018
$345K ﹤0.01%
+11,852
2019
$344K ﹤0.01%
3,705
-229
2020
$344K ﹤0.01%
15,316
+556
2021
$343K ﹤0.01%
10,428
+1,711
2022
$343K ﹤0.01%
+14,767
2023
$341K ﹤0.01%
7,273
+1,308
2024
$341K ﹤0.01%
5,572
+1,006
2025
$340K ﹤0.01%
11,647
+1,355
79 80
81
82 83