Institutional investor · Portfolio as of Q3 2021
Quarterly Portfolio Change
MML INVESTORS SERVICES, LLC manages $12.6B across 1945 positions as of Q3 2021. Top holdings: IVV (3.4%), ESGU (2.2%), QQQ (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 131 new positions, 80 exits, 1330 increased. Top move: IVV (INCREASED, conviction 64). Portfolio: $12.6B across 1945 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector