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
2226
– –
-5,135
2227
– –
-7,779
2228
– –
-9,417
2229
– –
-4,301
2230
– –
-21,766
2231
– –
-1,837
2232
– –
-40,195
2233
– –
-10,874
2234
– –
-3,405
2235
– –
-6,166
2236
$0 ﹤0.01%
+10,058
2237
– –
-5,417
2238
– –
-8,364
2239
– –
-3,484
2240
– –
-1,764
2241
– –
-10,106
2242
– –
-24,238
2243
– –
-35,080
2244
– –
-11,844
2245
– –
-35,802
2246
– –
-15,200
2247
– –
-19,882
2248
– –
-687
2249
– –
-10,660
2250
– –
-69,665
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