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
$15.2B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,260
New
Increased
Reduced
Closed

Top Buys

1
+$64.8M
2
+$40.8M
3
+$39.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$34.8M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$34.3M

Top Sells

1
+$71.1M
2
+$30.8M
3
+$30.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$24.5M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.5M

Sector Composition

1 Technology 7.21%
2 Healthcare 5.44%
3 Financials 5.01%
4 Consumer Discretionary 3.36%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$202K ﹤0.01%
+2,975
2027
$202K ﹤0.01%
14,676
-17,452
2028
$201K ﹤0.01%
+1,466
2029
$201K ﹤0.01%
+5,631
2030
$200K ﹤0.01%
+10,105
2031
$198K ﹤0.01%
3,920
-9,316
2032
$197K ﹤0.01%
15,561
-168
2033
$197K ﹤0.01%
11,659
-262
2034
$196K ﹤0.01%
+10,917
2035
$194K ﹤0.01%
12,734
-1,014
2036
$194K ﹤0.01%
21,089
+192
2037
$190K ﹤0.01%
29,699
+745
2038
$190K ﹤0.01%
16,699
-1,071
2039
$188K ﹤0.01%
28,946
-767
2040
$184K ﹤0.01%
16,499
-1,974
2041
$180K ﹤0.01%
3,522
+186
2042
$179K ﹤0.01%
28,522
+258
2043
$179K ﹤0.01%
+11,168
2044
$177K ﹤0.01%
19,711
-10
2045
$177K ﹤0.01%
10,228
-2,943
2046
$173K ﹤0.01%
22,178
+77
2047
$172K ﹤0.01%
10,394
+1,389
2048
$172K ﹤0.01%
+14,032
2049
$167K ﹤0.01%
19,417
-1,500
2050
$166K ﹤0.01%
15,551
+410
80 81
82
83 84