How many stocks does MML INVESTORS SERVICES, LLC own?

As of Q3 2022, MML INVESTORS SERVICES, LLC holds 2,070 positions in their 13F portfolio.

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

IVV at 4.8% of portfolio, worth $630.1M.

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

$13.2B as of Q3 2022, tracked across 2,070 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 Q3 2022?

View MML INVESTORS SERVICES, LLC's latest portfolio changes, new positions, and exits for Q3 2022 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 Q3 2022

SEC EDGAR SourceSEC Filings

$13.2B

AUM

2,070

Positions

Q3 2022

Filing

Rating · 4.5

Quarterly Portfolio Change

Activity profile

$ moved · Q3'22

New5%Increased57%Decreased35%Exited2%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 2.8 years

<1Q4%1-4Q10%1-2Y13%2Y+73%

Q3 2022 Summary

Active quarter - 148 new positions, 105 exits, 1267 increased. Top move: GOOGL (INCREASED, conviction 68). Portfolio: $13.2B across 2070 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV4.78%

ESGU2.27%

AAPL1.80%

MSFT1.62%

SPY1.49%

QQQ1.42%

IUSB1.39%

VTV1.27%

GOVT1.19%

AMZN1.15%

Other1.05%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown66.24%

Technology7.51%

Healthcare5.19%

Financial Services4.63%

Consumer Cyclical3.89%

Industrials2.91%

Communication Services2.72%

Consumer Defensive2.46%

Energy1.78%

Utilities1.03%

Other1.63%

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

GH1Q held

GUARDANT HEALTH INC

Avg $53.72 · $557,169 est. P&L

Est. P&L

+197.93%

TECK11Q held

TECK RESOURCES LTD

Avg $12.39 · $229,959 est. P&L

Est. P&L

+136.56%

ENPH10Q held

ENPHASE ENERGY INC

Avg $137.63 · $3.1M est. P&L

Est. P&L

+101.87%

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.

Holdings2,070 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF iShares Trust CORE S&P500 ETF	1.8M	$630.1M	4.8%	—	$332.86	+4.49%	16 qtrssince 2018-Q4	Increased 65
ESGU ETF ISHARES TR	3.8M	$299M	2.3%	—	$78.46	-1.68%	16 qtrssince 2018-Q4	Increased 55
AAPL APPLE INC	1.7M	$237.6M	1.8%	—	$100.83	+38.85%	16 qtrssince 2018-Q4	Increased 49
MSFT MICROSOFT CORP	919,617	$214.2M	1.6%	—	$165.36	+39.88%	16 qtrssince 2018-Q4	Increased 51
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	548,340	$195.9M	1.5%	—	$269.72	+28.71%	16 qtrssince 2018-Q4	Increased 50
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	699,797	$187M	1.4%	—	$180.60	+47.52%	16 qtrssince 2018-Q4	Increased 48
IUSB ETF ISHARES TR	4.1M	$183.5M	1.4%	—	$43.77	-10.63%	15 qtrssince 2019-Q1	Increased 51
VTV ETF VANGUARD INDEX FDS	1.4M	$167.3M	1.3%	—	$100.89	+14.52%	16 qtrssince 2018-Q4	Increased 52
GOVT ETF ISHARES TR	6.9M	$156.7M	1.2%	—	$22.18	-7.18%	16 qtrssince 2018-Q4	Increased 64
AMZN AMAZON COM INC	1.3M	$151.1M	1.1%	—	$109.31	+5.02%	16 qtrssince 2018-Q4	Increased 49
VOO ETF VANGUARD INDEX FDS	422,565	$138.7M	1.1%	—	$273.36	+16.47%	16 qtrssince 2018-Q4	Decreased 0
VUG ETF Vanguard Index Funds GROWTH ETF	633,503	$135.5M	1.0%	—	$162.72	+31.31%	16 qtrssince 2018-Q4	Increased 48
DGRO ETF ISHARES TR	3M	$135.5M	1.0%	—	$34.44	+21.16%	16 qtrssince 2018-Q4	Increased 50
IJR ETF ISHARES TR	1.4M	$121.5M	0.9%	—	$80.44	+3.27%	16 qtrssince 2018-Q4	Increased 54
VEA ETF VANGUARD TAX-MANAGED FDS	3.3M	$120.5M	0.9%	—	$37.89	-13.73%	16 qtrssince 2018-Q4	Increased 47
MUB ETF ISHARES TR	1.2M	$118.2M	0.9%	—	$100.22	-7.32%	16 qtrssince 2018-Q4	Increased 44
EFV ETF ISHARES TR	2.8M	$108.7M	0.8%	—	$40.80	-17.78%	16 qtrssince 2018-Q4	Decreased 0
IJH ETF ISHARES TR	495,333	$108.6M	0.8%	—	$37.76	+11.59%	16 qtrssince 2018-Q4	Increased 44
IWF ETF iShares Trust RUS 1000 GRW ETF	502,588	$105.7M	0.8%	—	$155.46	+35.07%	16 qtrssince 2018-Q4	Increased 44
GOOGL ALPHABET INC	1M	$99.5M	0.8%	—	$95.72	+1.01%	16 qtrssince 2018-Q4	Increased 68
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