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
$13.2B
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,173
New
Increased
Reduced
Closed

Top Buys

1
+$67.8M
2
+$45.4M
3
+$33.3M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$30.3M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$30.3M

Top Sells

1
+$25M
2
+$23.2M
3
+$17.8M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$16.8M
5
IYE icon
iShares US Energy ETF
IYE
+$14M

Sector Composition

1 Technology 7.71%
2 Healthcare 5.25%
3 Financials 4.72%
4 Consumer Discretionary 3.88%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$87K ﹤0.01%
10,327
-585
2027
$86K ﹤0.01%
10,093
-683
2028
$86K ﹤0.01%
32,097
+298
2029
$85K ﹤0.01%
+12,414
2030
$82K ﹤0.01%
10,316
-2,795
2031
$81K ﹤0.01%
49,777
+11,000
2032
$79K ﹤0.01%
+12,516
2033
$74K ﹤0.01%
22,796
+12,689
2034
$74K ﹤0.01%
+11,129
2035
$73K ﹤0.01%
14,757
-987
2036
$73K ﹤0.01%
15,170
-1,836
2037
$67K ﹤0.01%
13,069
+488
2038
$65K ﹤0.01%
3,047
2039
$61K ﹤0.01%
13,764
-1,024
2040
$55K ﹤0.01%
+14,882
2041
$54K ﹤0.01%
+4,224
2042
$52K ﹤0.01%
22,608
+11,149
2043
$51K ﹤0.01%
21,766
+598
2044
$46K ﹤0.01%
+12,373
2045
$44K ﹤0.01%
12,000
2046
$42K ﹤0.01%
11,507
+652
2047
$42K ﹤0.01%
20,057
+6,329
2048
$41K ﹤0.01%
+3,624
2049
$40K ﹤0.01%
+12,479
2050
$39K ﹤0.01%
545
+28
80 81
82
83 84