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
2026
$260K ﹤0.01%
8,454
+252
2027
$259K ﹤0.01%
5,758
+665
2028
$258K ﹤0.01%
50,661
+975
2029
$257K ﹤0.01%
12,137
-20,472
2030
$256K ﹤0.01%
+9,130
2031
$256K ﹤0.01%
+16,799
2032
$255K ﹤0.01%
9,578
+545
2033
$255K ﹤0.01%
+1,317
2034
$254K ﹤0.01%
+4,970
2035
$254K ﹤0.01%
2,993
+657
2036
$254K ﹤0.01%
+8,148
2037
$253K ﹤0.01%
7,308
+1,196
2038
$253K ﹤0.01%
1,622
+50
2039
$252K ﹤0.01%
+3,022
2040
$252K ﹤0.01%
10,838
+51
2041
$251K ﹤0.01%
13,769
+469
2042
$248K ﹤0.01%
2,023
-72
2043
$248K ﹤0.01%
+5,725
2044
$248K ﹤0.01%
9,898
-614
2045
$246K ﹤0.01%
8,270
-10
2046
$245K ﹤0.01%
7,329
-48
2047
$245K ﹤0.01%
+11,095
2048
$244K ﹤0.01%
8,948
-4,355
2049
$244K ﹤0.01%
3,887
-405
2050
$244K ﹤0.01%
+7,444
80 81
82
83 84