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
2026
$421K ﹤0.01%
+5,481
2027
$420K ﹤0.01%
2,780
+971
2028
$420K ﹤0.01%
2,883
-171
2029
$420K ﹤0.01%
12,408
+2,070
2030
$418K ﹤0.01%
45,212
+1,899
2031
$417K ﹤0.01%
4,586
+307
2032
$417K ﹤0.01%
7,577
-119
2033
$417K ﹤0.01%
7,408
+2,179
2034
$417K ﹤0.01%
7,591
+466
2035
$416K ﹤0.01%
11,270
-5,564
2036
$415K ﹤0.01%
14,424
+3,664
2037
$414K ﹤0.01%
+6,695
2038
$413K ﹤0.01%
11,128
-4,319
2039
$413K ﹤0.01%
9,545
+163
2040
$413K ﹤0.01%
3,782
+450
2041
$413K ﹤0.01%
17,268
-38,900
2042
$413K ﹤0.01%
21,910
+72
2043
$412K ﹤0.01%
28,098
-5,250
2044
$412K ﹤0.01%
1,747
-115
2045
$411K ﹤0.01%
11,772
+567
2046
$411K ﹤0.01%
2,466
-1,252
2047
$410K ﹤0.01%
35,435
-6,050
2048
$410K ﹤0.01%
8,675
-1,079
2049
$409K ﹤0.01%
19,235
+2,745
2050
$409K ﹤0.01%
4,324
+1,117
80 81
82
83 84