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
2051
$39K ﹤0.01%
446
-7
2052
$35K ﹤0.01%
19,837
+6,996
2053
$35K ﹤0.01%
+12,481
2054
$35K ﹤0.01%
4,529
2055
$34K ﹤0.01%
+61
2056
$31K ﹤0.01%
+338
2057
$30K ﹤0.01%
1,386
+781
2058
$30K ﹤0.01%
12,959
-762
2059
$30K ﹤0.01%
42
-20
2060
$23K ﹤0.01%
10,000
2061
$21K ﹤0.01%
+212
2062
$18K ﹤0.01%
15,106
2063
$18K ﹤0.01%
1,567
-123
2064
$17K ﹤0.01%
1,384
-688
2065
$14K ﹤0.01%
517
2066
$13K ﹤0.01%
10,741
2067
$2K ﹤0.01%
+500
2068
– –
-11,794
2069
– –
-400
2070
– –
-2,395
2071
– –
-4,930
2072
– –
-3,577
2073
– –
-3,716
2074
– –
-12,377
2075
– –
-3,695
81 82
83
84 85