MML Investors Services

MML Investors Services Portfolio holdings

AUM $34.6B
1-Year Est. Return 16.47%
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.5M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.73M
3
+$1.6M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.53M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.14M

Top Sells

1
+$1.89M
2
+$864K
3
+$770K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$719K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$199K

Sector Composition

1 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 10.45%
121,436
+25,941
2
$8.03M 8.15%
173,379
+34,538
3
$7.63M 7.75%
172,268
+21,878
4
$6.77M 6.87%
66,531
+10,468
5
$6.72M 6.82%
91,073
+15,509
6
$5.29M 5.37%
120,843
+3,394
7
$4.97M 5.05%
271,990
+23,780
8
$4.9M 4.97%
99,567
+14,865
9
$4.61M 4.68%
139,265
+14,177
10
$4.42M 4.49%
77,155
+26,774
11
$4.16M 4.22%
51,729
+7,893
12
$2.34M 2.38%
117,637
+18,471
13
$2.14M 2.17%
21,688
-662
14
$2M 2.03%
18,664
+1,477
15
$1.98M 2.01%
60,302
+2,070
16
$1.93M 1.96%
54,213
-5,597
17
$1.9M 1.93%
9,914
-830
18
$1.73M 1.76%
+37,927
19
$1.65M 1.67%
20,075
+1,745
20
$1.38M 1.4%
33,499
+6,857
21
$1.27M 1.29%
11,880
+2,317
22
$1.16M 1.18%
44,584
+3,632
23
$1.16M 1.17%
21,300
+1,450
24
$1.15M 1.17%
29,784
+1,405
25
$1.13M 1.14%
8,412
+1,831
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