Institutional investor · Portfolio as of Q3 2024
Quarterly Portfolio Change
MML INVESTORS SERVICES, LLC manages $27.4M across 2567 positions as of Q3 2024. Top holdings: IVV (4.7%), AAPL (1.9%), QUAL (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 191 new positions, 94 exits, 1498 increased. Top move: IUSB (INCREASED, conviction 45). Portfolio: $27M across 2567 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
Behavioral investing profile