MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings1,488 positions
SS SPDR S&P 500 ETF TRUST-US | 562,750 | $140.6M | 2.5% | $223.02 | 0.00% | 1 qtr | First report 0 |
ISHARES CORE S&P 500 ETF | 529,091 | $133.1M | 2.4% | $223.09 | 0.00% | 1 qtr | First report 0 |
Invesco QQQ Trust Series 1 | 769,892 | $118.8M | 2.1% | $146.40 | 0.00% | 1 qtr | First report 0 |
Vanguard S&P 500 | 352,727 | $81.1M | 1.5% | $204.04 | 0.00% | 1 qtr | First report 0 |
ISHARES CORE S&P MIDCAP ETF | 430,257 | $71.4M | 1.3% | $29.61 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 448,361 | $70.7M | 1.3% | $37.39 | 0.00% | 1 qtr | First report 0 |
ISHARES RUSSELL 1000 GROWTH | 524,354 | $68.6M | 1.2% | $31.05 | 0.00% | 1 qtr | First report 0 |
iShares Edge MSCI Min Vol USA ETF | 1.2M | $61.3M | 1.1% | $45.91 | 0.00% | 1 qtr | First report 0 |
ISHARES U S ETF TR | 1.2M | $61.2M | 1.1% | $39.44 | 0.00% | 1 qtr | First report 0 |
Vanguard Dividend Appreciation | 613,187 | $60.1M | 1.1% | $85.00 | 0.00% | 1 qtr | First report 0 |
SPDR SER TR | 624,829 | $55.9M | 1.0% | $73.04 | 0.00% | 1 qtr | First report 0 |
iShares Core MSCI EAFE ETF | 1M | $55.4M | 1.0% | $44.14 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 542,639 | $54.4M | 1.0% | $91.91 | 0.00% | 1 qtr | First report 0 |
Vanguard Morningstar Growth ETF | 403,682 | $54.2M | 1.0% | $21.30 | 0.00% | 1 qtr | First report 0 |
Vanguard Morningstar Value ETF | 493,724 | $48.4M | 0.9% | $80.83 | 0.00% | 1 qtr | First report 0 |
AMAZON COM INC | 31,877 | $47.9M | 0.9% | $75.10 | 0.00% | 1 qtr | First report 0 |
iShares Core S&P Small-Cap ETF | 678,397 | $47M | 0.8% | $61.59 | 0.00% | 1 qtr | First report 0 |
ISHARES MSCI EAFE ETF | 771,562 | $45.4M | 0.8% | $47.49 | 0.00% | 1 qtr | First report 0 |
MICROSOFT CORP | 438,305 | $44.5M | 0.8% | $94.43 | 0.00% | 1 qtr | First report 0 |
ISHARES CORE U.S. AGGREGATE | 405,853 | $43.2M | 0.8% | $85.39 | 0.00% | 1 qtr | First report 0 |
MML INVESTORS SERVICES, LLC manages $5.6B across 1488 positions as of Q4 2018. Top holdings: SPY (2.5%), IVV (2.4%), QQQ (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
First quarter we have for this fund: 1488 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $5.6B across 1488 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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