Institutional investor · Portfolio as of Q1 2022
Quarterly Portfolio Change
MML INVESTORS SERVICES, LLC manages $14.2B across 2054 positions as of Q1 2022. Top holdings: IVV (4.5%), ESGU (2.5%), AAPL (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 165 new positions, 123 exits, 1237 increased. Top move: IVV (INCREASED, conviction 74). Portfolio: $14.2B across 2054 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