Institutional investor · Portfolio as of Q4 2022
Quarterly Portfolio Change
MML INVESTORS SERVICES, LLC manages $15.2M across 2149 positions as of Q4 2022. Top holdings: IVV (4.5%), ESGU (1.9%), MSFT (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 194 new positions, 115 exits, 0 increased. Top move: IVV (INCREASED, conviction 46). Portfolio: $15M across 2149 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.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector