METLIFE INC

FundStock

CIK 0001099219 · Q2 2026

13F Equity AUM

$13.1M

+6.1% QoQ

Positions

0 QoQ

AUM Rank

#8,319

Top 96%

Skill Alpha (FF)

-1.2%/yr^ns

No Clear Edge

Rank #4,606 · Top 55%

vs S&P -6.2%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 96.5%Top 10: 100.0%Top 20: 100.0%

SPY39.3%

ECH26.2%

ILF18.5%

EWJ7.3%

IEV5.3%

EPP3.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 6Median: 12.88%Avg: 16.67%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

1(3.5%)

5%+

5(96.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 6vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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