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
$29B
AUM Growth
+$1.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,770
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$39M
3
+$37.3M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$37M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$31.2M

Top Sells

1
+$25.1M
2
+$21.7M
3
+$18.5M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$18.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$15.3M

Sector Composition

1 Technology 10.45%
2 Financials 5.33%
3 Consumer Discretionary 4.2%
4 Healthcare 3.62%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$440K ﹤0.01%
18,782
+1,150
2002
$440K ﹤0.01%
13,870
+5,376
2003
$437K ﹤0.01%
12,950
2004
$436K ﹤0.01%
10,770
+200
2005
$435K ﹤0.01%
38,852
+1,287
2006
$432K ﹤0.01%
3,072
+154
2007
$432K ﹤0.01%
5,738
-456
2008
$431K ﹤0.01%
+4,302
2009
$431K ﹤0.01%
8,408
+1,602
2010
$430K ﹤0.01%
+21,305
2011
$429K ﹤0.01%
8,336
+257
2012
$429K ﹤0.01%
6,082
-149
2013
$428K ﹤0.01%
5,501
+208
2014
$428K ﹤0.01%
28,020
+17,294
2015
$427K ﹤0.01%
8,449
-306
2016
$427K ﹤0.01%
20,270
-30,523
2017
$427K ﹤0.01%
49,235
+26,922
2018
$427K ﹤0.01%
4,290
+171
2019
$424K ﹤0.01%
11,781
-3,089
2020
$424K ﹤0.01%
951
+37
2021
$424K ﹤0.01%
+14,262
2022
$423K ﹤0.01%
12,702
+896
2023
$423K ﹤0.01%
10,195
-2,351
2024
$422K ﹤0.01%
18,209
-85,794
2025
$421K ﹤0.01%
6,954
+1,225
79 80
81
82 83