Institutional investor · Portfolio as of Q2 2023
Quarterly Portfolio Change
MML INVESTORS SERVICES, LLC manages $18.1M across 2291 positions as of Q2 2023. Top holdings: IVV (5.0%), AAPL (1.9%), MSFT (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 350 new positions, 79 exits, 1465 increased. Top move: IVV (INCREASED, conviction 58). Portfolio: $18M across 2291 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
Behavioral investing profile