MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings1,499 positions
ISHARES TR | 689,770 | $223M | 3.2% | $235.53 | +24.32% | 5 qtrssince 2018-Q4 | Increased 61 |
SPDR S&P 500 ETF TR | 580,206 | $186.7M | 2.7% | $228.40 | +28.13% | 5 qtrssince 2018-Q4 | Increased 54 |
INVESCO QQQ TR | 688,839 | $146.5M | 2.1% | $148.37 | +38.01% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2M | $132.6M | 1.9% | $50.57 | +15.93% | 5 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 351,050 | $103.1M | 1.5% | $37.62 | +87.82% | 5 qtrssince 2018-Q4 | Increased 47 |
VANGUARD INDEX FDS | 343,519 | $101.6M | 1.5% | $206.43 | +29.85% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.3M | $87.2M | 1.2% | $45.55 | +18.75% | 5 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 3.2M | $81.7M | 1.2% | $21.56 | +2.28% | 5 qtrssince 2018-Q4 | Increased 61 |
MICROSOFT CORP | 480,447 | $75.8M | 1.1% | $100.91 | +47.44% | 5 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 412,880 | $75.2M | 1.1% | $21.89 | +33.31% | 5 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 413,520 | $72.7M | 1.0% | $31.30 | +34.80% | 5 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 714,327 | $72.1M | 1.0% | $86.49 | +7.19% | 5 qtrssince 2018-Q4 | Increased 75 |
VANGUARD SPECIALIZED FUNDS | 577,045 | $71.9M | 1.0% | $85.83 | +28.36% | 5 qtrssince 2018-Q4 | Decreased 0 |
SPDR SER TR | 649,184 | $69.8M | 1.0% | $74.54 | +20.81% | 5 qtrssince 2018-Q4 | Increased 42 |
VANGUARD INDEX FDS | 572,059 | $68.6M | 1.0% | $83.73 | +21.29% | 5 qtrssince 2018-Q4 | Increased 46 |
ISHARES INC | 1.3M | $68.1M | 1.0% | $40.82 | +11.30% | 5 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 316,016 | $65M | 0.9% | $30.06 | +24.20% | 5 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD WHITEHALL FDS | 677,053 | $63.4M | 0.9% | $64.47 | +18.99% | 5 qtrssince 2018-Q4 | Increased 47 |
AMAZON COM INC | 32,496 | $60M | 0.9% | $78.20 | +18.15% | 5 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 1.3M | $55.5M | 0.8% | $29.43 | +22.20% | 5 qtrssince 2018-Q4 | Increased 47 |
MML INVESTORS SERVICES, LLC manages $7B across 1499 positions as of Q4 2019. Top holdings: IVV (3.2%), SPY (2.7%), QQQ (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 117 new positions, 84 exits, 883 increased. Top move: QUAL (INCREASED, conviction 75). Portfolio: $7.0B across 1499 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR