MD Financial Management Inc. 13F Holdings · last filed Q4 2021
MD Financial Management Inc. reported 303 securities worth $4.15B in its SEC 13F filing for Q4 2021 (period ended 2021-12-31). Top holdings: XLK (4.07%), IGF (3.98%), GOVT (3.82%). Among its top 25 positions this quarter: 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $168.9M | 4.07% | 971,682 | Added |
| 2 | IGF | ISHARES TR | $165.2M | 3.98% | 3.5M | Added |
| 3 | GOVT | ISHARES TR | $158.6M | 3.82% | 5.9M | Hold |
| 4 | ACWV | ISHARES INC | $157.2M | 3.79% | 1.5M | Added |
| 5 | IEMG | ISHARES INC | $150.4M | 3.62% | 2.5M | Added |
| 6 | AGG | ISHARES TR | $129.7M | 3.13% | 1.1M | Trimmed |
| 7 | IEFA | ISHARES TR | $128.4M | 3.09% | 1.7M | Added |
| 8 | GUNR | FLEXSHARES TR | $126.0M | 3.04% | 3.2M | Trimmed |
| 9 | EMB | ISHARES TR | $122.2M | 2.94% | 1.1M | Added |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | $121.7M | 2.93% | 908,468 | Added |
| 11 | VNQ | VANGUARD INDEX FDS | $113.0M | 2.72% | 973,740 | Trimmed |
| 12 | SCHP | SCHWAB STRATEGIC TR | $110.8M | 2.67% | 1.8M | Trimmed |
| 13 | VB | VANGUARD INDEX FDS | $98.6M | 2.38% | 436,071 | Trimmed |
| 14 | RWX | SPDR INDEX SHS FDS | $88.2M | 2.13% | 2.5M | Trimmed |
| 15 | XLY | SELECT SECTOR SPDR TR | $88.2M | 2.13% | 431,259 | Added |
| 16 | GDX | VANECK VECTORS ETF TR | $86.0M | 2.07% | 2.7M | Trimmed |
| 17 | EMLC | VANECK VECTORS ETF TR | $83.5M | 2.01% | 2.9M | Added |
| 18 | JNK | SPDR SERIES TRUST | $80.9M | 1.95% | 745,547 | Trimmed |
| 19 | BKLN | INVESCO EXCHNG TRADED FD TR | $76.4M | 1.84% | 3.5M | Trimmed |
| 20 | VMBS | VANGUARD SCOTTSDALE FDS | $71.8M | 1.73% | 1.4M | Trimmed |
| 21 | IWC | ISHARES TR | $71.4M | 1.72% | 510,755 | Added |
| 22 | MOO | VANECK VECTORS ETF TR | $69.6M | 1.68% | 729,633 | Trimmed |
| 23 | XLI | SELECT SECTOR SPDR TR | $66.4M | 1.60% | 627,207 | Added |
| 24 | GNR | SPDR INDEX SHS FDS | $61.6M | 1.48% | 1.1M | Trimmed |
| 25 | CWB | SPDR SERIES TRUST | $60.2M | 1.45% | 725,751 | Added |
Source: SEC Form 13F filings · as of 2021-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR