How many stocks does MML INVESTORS SERVICES, LLC own?

As of Q1 2020, MML INVESTORS SERVICES, LLC holds 1,388 positions in their 13F portfolio.

What is MML INVESTORS SERVICES, LLC's largest holding?

IVV at 3.3% of portfolio, worth $191M.

What is MML INVESTORS SERVICES, LLC's total portfolio value?

$5.8B as of Q1 2020, tracked across 1,388 holdings.

Is MML INVESTORS SERVICES, LLC a hedge fund?

MML INVESTORS SERVICES, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does MML INVESTORS SERVICES, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has MML INVESTORS SERVICES, LLC's portfolio changed in Q1 2020?

View MML INVESTORS SERVICES, LLC's latest portfolio changes, new positions, and exits for Q1 2020 on HoldingsIntel.

What is MML INVESTORS SERVICES, LLC's investment strategy?

MML INVESTORS SERVICES, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

MML INVESTORS SERVICES, LLC

Institutional investor · Portfolio as of Q1 2020

SEC EDGAR SourceSEC Filings

$5.8B

AUM

1,388

Positions

Q1 2020

Filing

Rating · 4.5

Quarterly Portfolio Change

Activity profile

$ moved · Q1'20

New2%Increased38%Decreased55%Exited5%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 1.1 years

<1Q4%1-4Q9%1-2Y85%2Y+2%

Q1 2020 Summary

Active quarter - 83 new positions, 194 exits, 740 increased. Top move: DGRO (INCREASED, conviction 67). Portfolio: $5.8B across 1388 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV3.29%

SPY2.19%

QQQ2.10%

USMV2.01%

GOVT1.70%

AAPL1.53%

MSFT1.41%

VUG1.39%

VOO1.28%

DGRO1.18%

Other1.14%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown70.66%

Technology6.17%

Healthcare4.33%

Financial Services4.16%

Communication Services3.49%

Consumer Cyclical3.44%

Consumer Defensive2.48%

Industrials2.21%

Utilities0.97%

Energy0.83%

Other1.27%

Fund DNA

Behavioral investing profile

Balanced Allocator93%- primarily Unknown

Compare DNA across all funds

Fund Rating

7-dimension quality assessment

Elite(4.5 / 5.0)

Track Record64

Conviction39

Concentration0

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CSD6Q held

INVESCO EXCHANGE TRADED FD T

Avg $40.05 · $1M est. P&L

Est. P&L

+248.91%

MLPX6Q held

Global X MLP & Energy Infrastru

Avg $23.90 · $1.7M est. P&L

Est. P&L

+212.21%

SHOP6Q held

SHOPIFY INC

Avg $14.35 · $266,768 est. P&L

Est. P&L

+199.88%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Holdings1,388 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF iShares Trust CORE S&P500 ETF	739,293	$191M	3.3%	—	$236.31	+2.03%	6 qtrssince 2018-Q4	Increased 60
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	492,908	$127M	2.2%	—	$228.48	+5.56%	6 qtrssince 2018-Q4	Decreased 0
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	642,084	$122.3M	2.1%	—	$148.37	+25.16%	6 qtrssince 2018-Q4	Decreased 0
USMV ETF ISHARES TR	2.2M	$116.7M	2.0%	—	$50.78	-0.93%	6 qtrssince 2018-Q4	Increased 55
GOVT ETF ISHARES TR	3.5M	$99M	1.7%	—	$22.22	+9.40%	6 qtrssince 2018-Q4	Increased 53
AAPL APPLE INC	348,599	$88.6M	1.5%	—	$37.33	+64.92%	6 qtrssince 2018-Q4	Decreased 0
MSFT MICROSOFT CORP	520,240	$82M	1.4%	—	$104.62	+45.82%	6 qtrssince 2018-Q4	Increased 51
VUG ETF Vanguard Index Funds GROWTH ETF	515,351	$80.8M	1.4%	—	$135.20	+13.64%	6 qtrssince 2018-Q4	Increased 57
VOO ETF VANGUARD INDEX FDS	314,130	$74.4M	1.3%	—	$206.51	+6.90%	6 qtrssince 2018-Q4	Decreased 0
DGRO ETF ISHARES TR	2.1M	$68.8M	1.2%	—	$29.43	-1.20%	6 qtrssince 2018-Q4	Increased 67
AMZN AMAZON COM INC	33,960	$66.2M	1.1%	—	$78.13	+25.69%	6 qtrssince 2018-Q4	Increased 49
QUAL ETF ISHARES TR	808,967	$65.6M	1.1%	—	$85.58	-10.55%	6 qtrssince 2018-Q4	Increased 53
VTV ETF VANGUARD INDEX FDS	732,320	$65.2M	1.1%	—	$83.13	-5.18%	6 qtrssince 2018-Q4	Increased 58
IEFA ETF ISHARES TR	1.3M	$64.5M	1.1%	—	$45.55	-8.12%	6 qtrssince 2018-Q4	Decreased 0
IWF ETF iShares Trust RUS 1000 GRW ETF	395,386	$59.6M	1.0%	—	$124.29	+18.60%	6 qtrssince 2018-Q4	Decreased 0
VIG ETF VANGUARD SPECIALIZED FUNDS	535,470	$55.4M	1.0%	—	$86.07	+9.98%	6 qtrssince 2018-Q4	Decreased 0
NEAR ETF ISHARES U S ETF TR	1M	$49.7M	0.9%	—	$40.41	+0.15%	6 qtrssince 2018-Q4	Decreased 0
AGG ETF ISHARES TR	387,957	$44.8M	0.8%	—	$89.96	+8.58%	6 qtrssince 2018-Q4	Increased 50
??VANGUARD BD INDEX FDSDelisted Bond	534,850	$44M	0.8%	—	—	—	—	Increased 52
SHY ETF ISHARES TR	506,551	$43.9M	0.8%	—	$73.56	+3.25%	6 qtrssince 2018-Q4	Increased 58
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