$4.15 Billion is the total value of MD Financial Management Inc.'s 303 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 15.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $168,946,000 | +29.3% | 971,682 | +11.1% | 4.07% | +23.1% |
| IGF | Buy | ISHARES TRglb infrastr etf | $165,222,000 | +4.5% | 3,471,770 | +0.8% | 3.98% | -0.6% |
| GOVT | ISHARES TRus treas bd etf | $158,591,000 | +0.6% | 5,944,181 | 0.0% | 3.82% | -4.3% | |
| ACWV | Buy | ISHARES INCmsci gbl min vol | $157,185,000 | +224.1% | 1,451,655 | +207.5% | 3.79% | +208.6% |
| IEMG | Buy | ISHARES INCcore msci emkt | $150,393,000 | +3.5% | 2,512,415 | +6.7% | 3.62% | -1.5% |
| AGG | Sell | ISHARES TRcore us aggbd et | $129,686,000 | -2.3% | 1,136,797 | -1.6% | 3.13% | -7.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $128,401,000 | +27.6% | 1,720,274 | +26.9% | 3.10% | +21.4% |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $126,011,000 | +4.1% | 3,190,957 | -3.5% | 3.04% | -0.9% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $122,181,000 | +47.9% | 1,120,312 | +49.3% | 2.94% | +40.8% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $121,698,000 | +1.9% | 908,468 | +1.7% | 2.93% | -3.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $112,964,000 | -29.6% | 973,740 | -38.2% | 2.72% | -33.0% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $110,811,000 | -3.0% | 1,761,987 | -3.4% | 2.67% | -7.6% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $98,556,000 | -32.0% | 436,071 | -34.2% | 2.38% | -35.3% |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $88,195,000 | -0.2% | 2,477,388 | -0.4% | 2.13% | -5.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $88,167,000 | +24.5% | 431,259 | +9.3% | 2.12% | +18.5% |
| GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $86,028,000 | +2.9% | 2,685,843 | -5.3% | 2.07% | -2.0% |
| EMLC | Buy | VANECK VECTORS ETF TRjp morgan mkts | $83,485,000 | -3.6% | 2,919,062 | +1.0% | 2.01% | -8.3% |
| JNK | Sell | SPDR SERIES TRUSTbloomberg brclys | $80,944,000 | -4.4% | 745,547 | -3.7% | 1.95% | -9.0% |
| BKLN | Sell | INVESCO EXCHNG TRADED FD TRsr ln etf | $76,352,000 | -2.5% | 3,454,839 | -2.5% | 1.84% | -7.3% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $71,796,000 | -6.0% | 1,358,744 | -5.2% | 1.73% | -10.5% |
| IWC | Buy | ISHARES TRmicro-cap etf | $71,368,000 | +4.6% | 510,755 | +8.0% | 1.72% | -0.5% |
| MOO | Sell | VANECK VECTORS ETF TRagribusiness etf | $69,622,000 | +4.5% | 729,633 | -0.1% | 1.68% | -0.6% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $66,365,000 | +24.3% | 627,207 | +14.9% | 1.60% | +18.3% |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $61,587,000 | +1.5% | 1,141,347 | -3.4% | 1.48% | -3.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $60,350,000 | -33.6% | 126,523 | -40.1% | 1.46% | -36.8% |
| CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $60,208,000 | +1.0% | 725,751 | +3.9% | 1.45% | -3.8% |
| SPY | SPDR S&P 500 ETF TRtr unit | $58,416,000 | +10.7% | 122,991 | 0.0% | 1.41% | +5.3% | |
| BWX | Sell | SPDR SERIES TRUSTblomberg intl tr | $52,495,000 | -3.1% | 1,856,899 | -1.5% | 1.26% | -7.9% |
| GLD | Sell | SPDR GOLD TR | $47,353,000 | -0.8% | 276,985 | -4.7% | 1.14% | -5.6% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $46,904,000 | +1.1% | 1,201,122 | -2.9% | 1.13% | -3.7% |
| SLV | Sell | ISHARES SILVER TRUSTishares | $46,036,000 | +4.4% | 2,140,225 | -0.4% | 1.11% | -0.6% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $45,147,000 | -4.3% | 889,949 | -4.1% | 1.09% | -9.0% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $44,455,000 | -5.7% | 805,924 | -2.6% | 1.07% | -10.2% |
| XLC | Sell | SELECT SECTOR SPDR TR | $43,158,000 | -36.8% | 555,592 | -34.8% | 1.04% | -39.8% |
| AAPL | Sell | APPLE INC | $41,053,000 | +22.2% | 231,192 | -2.6% | 0.99% | +16.3% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $38,484,000 | -9.3% | 1,417,443 | -8.5% | 0.93% | -13.7% |
| PHO | Sell | INVESCO EXCHANGE TRADED FD Twater res etf | $38,408,000 | +8.7% | 631,298 | -2.2% | 0.93% | +3.5% |
| SIL | Sell | GLOBAL X FDSglobal x silver | $37,609,000 | +0.3% | 1,025,316 | -4.0% | 0.91% | -4.4% |
| MSFT | Buy | MICROSOFT CORP | $34,731,000 | +24.6% | 103,268 | +4.4% | 0.84% | +18.6% |
| PFF | Sell | ISHARES TRpfd and incm sec | $34,517,000 | -3.7% | 875,399 | -5.2% | 0.83% | -8.4% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $33,615,000 | +82.4% | 238,589 | +64.8% | 0.81% | +73.4% |
| USIG | Sell | ISHARES TRusd inv grde etf | $33,460,000 | -1.6% | 560,101 | -1.0% | 0.81% | -6.4% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $32,831,000 | +217.1% | 362,332 | +176.8% | 0.79% | +201.9% |
| WOOD | Sell | ISHARES TRgl timb fore etf | $22,867,000 | +8.2% | 248,472 | -0.0% | 0.55% | +3.0% |
| CGW | Sell | INVESCO EXCHNG TRADED FD TRs&p gbl water | $20,945,000 | +4.0% | 345,459 | -4.3% | 0.50% | -1.0% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $19,510,000 | +11.9% | 205,804 | +0.5% | 0.47% | +6.3% |
| WIP | Buy | SPDR SERIES TRUSTftse int gvt etf | $18,370,000 | +0.4% | 341,395 | +1.5% | 0.44% | -4.3% |
| PIO | Buy | INVESCO EXCHNG TRADED FD TRglobal water | $17,644,000 | +12.3% | 406,058 | +2.6% | 0.42% | +6.8% |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $17,439,000 | -3.7% | 206,520 | -6.5% | 0.42% | -8.5% |
| AMZN | Sell | AMAZON COM INC | $16,062,000 | -5.8% | 4,817 | -7.2% | 0.39% | -10.4% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $11,674,000 | -60.1% | 210,339 | -62.5% | 0.28% | -62.1% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $11,075,000 | +3.3% | 216,941 | +4.5% | 0.27% | -1.8% |
| VWOB | Buy | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $9,977,000 | -0.5% | 128,475 | +0.3% | 0.24% | -5.5% |
| EMHY | Buy | ISHARES INCjp mrgn em hi bd | $9,742,000 | +2.5% | 226,131 | +5.6% | 0.24% | -2.5% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $9,171,000 | -19.8% | 77,200 | 0.0% | 0.22% | -23.5% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $8,245,000 | +7.3% | 2,846 | -1.0% | 0.20% | +2.1% |
| VRP | Buy | INVESCO EXCHNG TRADED FD TRvar rate pfd | $6,670,000 | +4.3% | 257,343 | +5.5% | 0.16% | -0.6% |
| TSLA | New | TESLA INC | $6,455,000 | – | 6,108 | +100.0% | 0.16% | – |
| GOOG | Sell | ALPHABET INCcap stk cl c | $6,363,000 | -3.2% | 2,199 | -10.8% | 0.15% | -7.8% |
| ACN | Buy | ACCENTURE PLC IRELAND | $5,450,000 | +31.1% | 13,146 | +1.1% | 0.13% | +24.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,319,000 | -0.3% | 102,369 | +3.7% | 0.13% | -5.2% |
| PEP | Buy | PEPSICO INC | $4,819,000 | +36.2% | 27,743 | +17.9% | 0.12% | +28.9% |
| FB | Sell | FACEBOOK INCcl a | $4,739,000 | -18.7% | 14,089 | -18.0% | 0.11% | -23.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,687,000 | +9.9% | 15,675 | +0.3% | 0.11% | +4.6% |
| PAYX | Sell | PAYCHEX INC | $4,512,000 | +18.5% | 33,052 | -2.4% | 0.11% | +13.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $4,394,000 | +22.2% | 17,820 | -1.0% | 0.11% | +16.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,301,000 | +29.7% | 25,144 | +22.5% | 0.10% | +23.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $4,008,000 | -14.3% | 79,636 | -4.7% | 0.10% | -17.8% |
| HD | Buy | HOME DEPOT INC | $4,004,000 | +886.2% | 9,647 | +679.2% | 0.10% | +870.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,963,000 | +29.8% | 24,224 | +10.9% | 0.10% | +24.7% |
| CSCO | Buy | CISCO SYS INC | $4,002,000 | +31.1% | 63,152 | +12.6% | 0.10% | +24.7% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $3,980,000 | +28.8% | 22,895 | +12.2% | 0.10% | +23.1% |
| ALL | Buy | ALLSTATE CORP | $3,927,000 | +4.9% | 33,376 | +13.5% | 0.10% | 0.0% |
| IHY | Buy | VANECK VECTORS ETF TRintl high yield | $3,953,000 | +4.8% | 163,788 | +8.0% | 0.10% | -1.0% |
| WM | Buy | WASTE MGMT INC DEL | $3,818,000 | +31.5% | 22,873 | +17.7% | 0.09% | +24.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $3,754,000 | +5.6% | 10,448 | +2.2% | 0.09% | 0.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,705,000 | +36.0% | 6,527 | +7.7% | 0.09% | +29.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,706,000 | +33.3% | 7,380 | +3.7% | 0.09% | +27.1% |
| IT | New | GARTNER INC | $3,656,000 | – | 10,936 | +100.0% | 0.09% | – |
| CL | Buy | COLGATE PALMOLIVE CO | $3,663,000 | +37.4% | 42,920 | +21.7% | 0.09% | +29.4% |
| HSY | Sell | HERSHEY CO | $3,668,000 | +10.3% | 18,961 | -3.5% | 0.09% | +4.8% |
| LRCX | Sell | LAM RESEARCH CORP | $3,606,000 | +17.4% | 5,014 | -7.1% | 0.09% | +11.5% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $3,507,000 | +22.6% | 11,160 | +9.8% | 0.08% | +18.1% |
| MAA | Sell | MID-AMER APT CMNTYS INC | $3,504,000 | +20.9% | 15,270 | -1.6% | 0.08% | +15.1% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $3,495,000 | +26.2% | 16,926 | +0.4% | 0.08% | +20.0% |
| FTNT | New | FORTINET INC | $3,470,000 | – | 9,654 | +100.0% | 0.08% | – |
| TXN | Sell | TEXAS INSTRS INC | $3,441,000 | -6.3% | 18,259 | -4.4% | 0.08% | -10.8% |
| APH | Buy | AMPHENOL CORP NEWcl a | $3,395,000 | +23.8% | 38,813 | +3.6% | 0.08% | +18.8% |
| PRU | Buy | PRUDENTIAL FINL INC | $3,367,000 | +5.5% | 31,107 | +2.6% | 0.08% | 0.0% |
| AFL | Buy | AFLAC INC | $3,259,000 | +14.9% | 55,807 | +2.5% | 0.08% | +9.7% |
| COF | Buy | CAPITAL ONE FINL CORP | $3,259,000 | -2.7% | 22,460 | +8.6% | 0.08% | -7.1% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $3,289,000 | +13.5% | 1,938 | -7.9% | 0.08% | +8.2% |
| IDXX | Buy | IDEXX LABS INC | $3,258,000 | +22.7% | 4,948 | +15.9% | 0.08% | +17.9% |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $3,290,000 | – | 7,015 | +100.0% | 0.08% | – |
| ZTS | Buy | ZOETIS INCcl a | $3,227,000 | +31.3% | 13,223 | +4.4% | 0.08% | +25.8% |
| QCOM | Sell | QUALCOMM INC | $3,200,000 | +26.3% | 17,500 | -10.9% | 0.08% | +20.3% |
| RSG | Buy | REPUBLIC SVCS INC | $3,206,000 | +29.4% | 22,993 | +11.5% | 0.08% | +22.2% |
| DRE | Sell | DUKE REALTY CORP | $3,207,000 | +32.9% | 48,865 | -3.1% | 0.08% | +26.2% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $3,186,000 | +7.5% | 17,428 | -2.0% | 0.08% | +2.7% |
| MMM | Buy | 3M CO | $3,147,000 | +8.9% | 17,716 | +7.5% | 0.08% | +4.1% |
| NUE | Buy | NUCOR CORP | $3,173,000 | +29.4% | 27,799 | +11.7% | 0.08% | +22.6% |
| KLAC | Sell | KLA CORP | $3,093,000 | +7.8% | 7,192 | -16.2% | 0.08% | +2.7% |
| KO | Buy | COCA COLA CO | $3,098,000 | +21.8% | 52,325 | +7.9% | 0.08% | +17.2% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $3,078,000 | +25.8% | 7,953 | +17.0% | 0.07% | +19.4% |
| SHW | Sell | SHERWIN WILLIAMS CO | $3,083,000 | +18.9% | 8,755 | -5.5% | 0.07% | +12.1% |
| TER | Sell | TERADYNE INC | $3,008,000 | +23.4% | 18,397 | -17.6% | 0.07% | +17.7% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $3,025,000 | +25.8% | 17,487 | +5.7% | 0.07% | +19.7% |
| CHD | Buy | CHURCH & DWIGHT INC | $3,037,000 | +28.6% | 29,633 | +3.6% | 0.07% | +21.7% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $3,019,000 | +30.6% | 12,231 | +9.3% | 0.07% | +23.7% |
| AVB | New | AVALONBAY CMNTYS INC | $3,014,000 | – | 11,931 | +100.0% | 0.07% | – |
| NDAQ | Buy | NASDAQ INC | $3,031,000 | +20.3% | 14,435 | +10.6% | 0.07% | +14.1% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,004,000 | +17.6% | 45,305 | +3.2% | 0.07% | +10.8% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $2,933,000 | +19.6% | 25,165 | +16.0% | 0.07% | +14.5% |
| MRNA | New | MODERNA INC | $2,943,000 | – | 11,589 | +100.0% | 0.07% | – |
| AMAT | Sell | APPLIED MATLS INC | $2,940,000 | -2.0% | 18,685 | -19.8% | 0.07% | -6.6% |
| PSA | Sell | PUBLIC STORAGE | $2,937,000 | -7.5% | 7,842 | -26.6% | 0.07% | -11.2% |
| CB | Buy | CHUBB LIMITED | $2,919,000 | +42.6% | 15,100 | +28.0% | 0.07% | +34.6% |
| GD | Buy | GENERAL DYNAMICS CORP | $2,924,000 | +30.7% | 14,027 | +22.9% | 0.07% | +22.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,896,000 | +8.5% | 7,569 | +7.2% | 0.07% | +2.9% |
| WCN | Sell | WASTE CONNECTIONS INC | $2,883,000 | -25.7% | 21,159 | -12.9% | 0.07% | -29.6% |
| EPAM | Sell | EPAM SYS INC | $2,868,000 | -6.2% | 4,291 | -19.9% | 0.07% | -10.4% |
| GIS | Sell | GENERAL MLS INC | $2,831,000 | +11.2% | 42,009 | -1.3% | 0.07% | +6.2% |
| EXR | Sell | EXTRA SPACE STORAGE INC | $2,841,000 | -1.2% | 12,529 | -26.8% | 0.07% | -6.8% |
| BX | Sell | BLACKSTONE GROUP INC | $2,811,000 | -22.6% | 21,722 | -30.4% | 0.07% | -26.1% |
| CERN | Buy | CERNER CORP | $2,801,000 | +33.1% | 30,161 | +1.1% | 0.07% | +28.3% |
| MCO | Sell | MOODYS CORP | $2,827,000 | -2.0% | 7,237 | -10.9% | 0.07% | -6.8% |
| V | Buy | VISA INC | $2,799,000 | -1.3% | 12,918 | +1.4% | 0.07% | -6.9% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $2,762,000 | +8.0% | 16,279 | -5.4% | 0.07% | +3.1% |
| MET | Buy | METLIFE INC | $2,792,000 | +8.5% | 44,673 | +7.2% | 0.07% | +3.1% |
| SO | Buy | SOUTHERN CO | $2,730,000 | +22.7% | 39,807 | +10.9% | 0.07% | +17.9% |
| COO | Buy | COOPER COS INC | $2,728,000 | +5.0% | 6,511 | +3.6% | 0.07% | 0.0% |
| TRV | Buy | TRAVELERS COMPANIES INC | $2,749,000 | +21.0% | 17,573 | +17.6% | 0.07% | +13.8% |
| FAST | Buy | FASTENAL CO | $2,723,000 | +40.4% | 42,501 | +13.0% | 0.07% | +34.7% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $2,750,000 | +4.4% | 40,686 | -7.3% | 0.07% | -1.5% |
| CVS | Buy | CVS HEALTH CORP | $2,695,000 | +24.4% | 26,129 | +2.4% | 0.06% | +18.2% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $2,678,000 | +39.4% | 12,009 | +19.4% | 0.06% | +32.7% |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $2,691,000 | – | 23,824 | +100.0% | 0.06% | – |
| GRMN | Buy | GARMIN LTD | $2,680,000 | -3.6% | 19,684 | +10.1% | 0.06% | -7.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,671,000 | +13.9% | 25,467 | +6.0% | 0.06% | +8.5% |
| ED | Sell | CONSOLIDATED EDISON INC | $2,638,000 | +15.9% | 30,916 | -1.4% | 0.06% | +10.3% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPORATIcl a | $2,648,000 | +1.3% | 4,449 | -12.2% | 0.06% | -3.0% |
| TROW | Sell | PRICE T ROWE GROUP INC | $2,675,000 | -7.5% | 13,606 | -7.4% | 0.06% | -12.3% |
| A | Buy | AGILENT TECHNOLOGIES INC | $2,655,000 | +1.9% | 16,627 | +0.5% | 0.06% | -3.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $2,614,000 | +19.2% | 29,386 | +8.8% | 0.06% | +12.5% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $2,601,000 | +16.6% | 7,259 | -6.9% | 0.06% | +10.5% |
| NTAP | New | NETAPP INC | $2,615,000 | – | 28,424 | +100.0% | 0.06% | – |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $2,610,000 | +18.2% | 19,084 | -0.8% | 0.06% | +12.5% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $2,606,000 | -3.9% | 4,595 | -2.5% | 0.06% | -8.7% |
| EXC | Buy | EXELON CORP | $2,555,000 | +28.0% | 44,236 | +7.1% | 0.06% | +21.6% |
| C | Buy | CITIGROUP INC | $2,542,000 | +3.0% | 42,095 | +19.7% | 0.06% | -1.6% |
| MS | Buy | MORGAN STANLEY | $2,543,000 | +22.7% | 25,907 | +21.6% | 0.06% | +15.1% |
| INTC | Sell | INTEL CORP | $2,551,000 | -3.6% | 49,541 | -0.2% | 0.06% | -9.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $2,518,000 | +7.7% | 30,972 | -9.8% | 0.06% | +3.4% |
| DOV | Buy | DOVER CORP | $2,551,000 | +22.6% | 14,047 | +5.0% | 0.06% | +15.1% |
| TSN | Buy | TYSON FOODS INCcl a | $2,550,000 | +17.6% | 29,257 | +6.5% | 0.06% | +10.9% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $2,472,000 | +16.9% | 25,740 | +8.1% | 0.06% | +11.1% |
| KDP | Sell | KEURIG DR PEPPER INC | $2,501,000 | +1.3% | 67,854 | -6.1% | 0.06% | -4.8% |
| VIAC | Buy | VIACOMCBS INCcl b | $2,484,000 | -20.0% | 82,310 | +4.7% | 0.06% | -24.1% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $2,508,000 | +7.5% | 13,460 | -12.6% | 0.06% | +1.7% |
| SYF | Buy | SYNCHRONY FINANCIAL | $2,471,000 | +5.8% | 53,265 | +11.5% | 0.06% | +1.7% |
| CFG | Sell | CITIZENS FINANCIAL GROUP INC | $2,507,000 | -4.6% | 53,065 | -5.1% | 0.06% | -10.4% |
| POOL | Sell | POOL CORP | $2,481,000 | +21.0% | 4,383 | -7.1% | 0.06% | +15.4% |
| LEN | Buy | LENNAR CORPcl a | $2,458,000 | +28.8% | 21,157 | +3.8% | 0.06% | +22.9% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $2,433,000 | +28.5% | 3,852 | +23.1% | 0.06% | +22.9% |
| DHI | Sell | D R HORTON INC | $2,451,000 | +20.1% | 22,602 | -7.0% | 0.06% | +13.5% |
| WMT | Buy | WALMART INC | $2,418,000 | +20.8% | 16,709 | +16.4% | 0.06% | +13.7% |
| KHC | Sell | KRAFT HEINZ CO | $2,384,000 | -5.8% | 66,400 | -3.4% | 0.06% | -10.9% |
| HOLX | Buy | HOLOGIC INC | $2,356,000 | +14.8% | 30,774 | +10.7% | 0.06% | +9.6% |
| CE | Sell | CELANESE CORP DEL | $2,379,000 | +0.3% | 14,157 | -10.1% | 0.06% | -5.0% |
| TGT | Sell | TARGET CORP | $2,368,000 | -15.6% | 10,231 | -16.6% | 0.06% | -19.7% |
| BIO | Buy | BIO RAD LABS INCcl a | $2,382,000 | +13.0% | 3,153 | +11.6% | 0.06% | +7.5% |
| ACGL | Buy | ARCH CAP GROUP LTDord | $2,377,000 | +22.1% | 53,467 | +4.8% | 0.06% | +16.3% |
| DG | Buy | DOLLAR GEN CORP NEW | $2,313,000 | +13.6% | 9,808 | +2.2% | 0.06% | +7.7% |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $2,331,000 | – | 10,932 | +100.0% | 0.06% | – |
| FITB | Sell | FIFTH THIRD BANCORP | $2,325,000 | -10.6% | 53,384 | -12.9% | 0.06% | -15.2% |
| BAX | Sell | BAXTER INTL INC | $2,305,000 | +0.6% | 26,852 | -5.8% | 0.06% | -3.4% |
| AEE | Buy | AMEREN CORP | $2,270,000 | +11.4% | 25,508 | +1.4% | 0.06% | +5.8% |
| ETR | Buy | ENTERGY CORP NEW | $2,275,000 | +28.5% | 20,197 | +13.2% | 0.06% | +22.2% |
| TRMB | Sell | TRIMBLE INC | $2,275,000 | -0.4% | 26,095 | -6.1% | 0.06% | -5.2% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $2,298,000 | -19.5% | 17,111 | -28.6% | 0.06% | -23.6% |
| CPT | Sell | CAMDEN PPTY TRsh ben int | $2,283,000 | +15.1% | 12,777 | -5.0% | 0.06% | +10.0% |
| CINF | Buy | CINCINNATI FINL CORP | $2,277,000 | +1.9% | 19,990 | +2.2% | 0.06% | -3.5% |
| CI | Sell | CIGNA CORP NEW | $2,277,000 | +10.3% | 9,917 | -3.9% | 0.06% | +5.8% |
| DTE | Buy | DTE ENERGY CO | $2,269,000 | +17.8% | 18,982 | +10.1% | 0.06% | +12.2% |
| PGR | Sell | PROGRESSIVE CORP | $2,282,000 | +5.0% | 22,230 | -7.5% | 0.06% | 0.0% |
| MKL | Buy | MARKEL CORP | $2,251,000 | +6.8% | 1,824 | +3.4% | 0.05% | +1.9% |
| ADI | Sell | ANALOG DEVICES INC | $2,238,000 | -14.7% | 12,731 | -18.8% | 0.05% | -18.2% |
| GWW | Sell | GRAINGER W W INC | $2,261,000 | +10.5% | 4,363 | -16.2% | 0.05% | +3.8% |
| SRE | Buy | SEMPRA ENERGY | $2,245,000 | +12.8% | 16,968 | +7.8% | 0.05% | +8.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $2,211,000 | +21.5% | 3,313 | +4.0% | 0.05% | +15.2% |
| ALLY | Sell | ALLY FINL INC | $2,214,000 | -13.4% | 46,513 | -7.1% | 0.05% | -18.5% |
| GM | Sell | GENERAL MTRS CO | $2,218,000 | -25.1% | 37,824 | -32.7% | 0.05% | -29.3% |
| CAG | Sell | CONAGRA BRANDS INC | $2,155,000 | -2.2% | 63,104 | -3.0% | 0.05% | -7.1% |
| CMS | Buy | CMS ENERGY CORP | $2,176,000 | +9.7% | 33,454 | +0.7% | 0.05% | +4.0% |
| VICI | Sell | VICI PPTYS INC | $2,152,000 | -1.0% | 71,468 | -6.6% | 0.05% | -5.5% |
| LKQ | Sell | LKQ CORP | $2,172,000 | +10.8% | 36,175 | -7.2% | 0.05% | +4.0% |
| WEC | Buy | WEC ENERGY GROUP INC | $2,116,000 | +11.8% | 21,800 | +1.6% | 0.05% | +6.2% |
| XEL | Buy | XCEL ENERGY INC | $2,100,000 | +13.6% | 31,019 | +4.9% | 0.05% | +8.5% |
| AMGN | Buy | AMGEN INC | $2,109,000 | +9.0% | 9,376 | +3.1% | 0.05% | +4.1% |
| MOS | Buy | MOSAIC CO NEW | $2,098,000 | +19.5% | 53,403 | +8.6% | 0.05% | +15.9% |
| K | Sell | KELLOGG CO | $2,103,000 | -0.9% | 32,651 | -1.7% | 0.05% | -5.6% |
| CPRT | Sell | COPART INC | $2,119,000 | -5.1% | 13,979 | -13.1% | 0.05% | -10.5% |
| ES | Buy | EVERSOURCE ENERGY | $2,095,000 | +25.6% | 23,029 | +12.9% | 0.05% | +19.0% |
| BFB | Sell | BROWN FORMAN CORPcl b | $2,068,000 | +2.3% | 28,389 | -5.9% | 0.05% | -2.0% |
| EVRG | Buy | EVERGY INC | $2,056,000 | +15.2% | 29,972 | +4.5% | 0.05% | +11.1% |
| LNT | Buy | ALLIANT ENERGY CORP | $2,064,000 | +15.7% | 33,584 | +5.4% | 0.05% | +11.1% |
| INFO | Sell | IHS MARKIT LTD | $2,050,000 | +10.8% | 15,421 | -2.8% | 0.05% | +4.3% |
| FTV | Buy | FORTIVE CORP | $2,041,000 | +16.4% | 26,748 | +7.7% | 0.05% | +11.4% |
| TSCO | Sell | TRACTOR SUPPLY CO | $2,042,000 | +12.7% | 8,560 | -4.3% | 0.05% | +6.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $2,049,000 | -20.9% | 5,766 | -23.2% | 0.05% | -25.8% |
| AVY | Sell | AVERY DENNISON CORP | $1,968,000 | -12.3% | 9,089 | -16.1% | 0.05% | -17.5% |
| CSX | Buy | CSX CORP | $1,941,000 | +41.7% | 51,613 | +12.1% | 0.05% | +34.3% |
| HON | Buy | HONEYWELL INTL INC | $1,891,000 | +11.6% | 9,067 | +13.6% | 0.05% | +7.0% |
| SJM | Sell | SMUCKER J M CO | $1,904,000 | +8.0% | 14,020 | -4.6% | 0.05% | +2.2% |
| AME | Sell | AMETEK INC | $1,895,000 | +12.9% | 12,890 | -4.8% | 0.05% | +7.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $1,884,000 | +29.8% | 34,740 | +23.9% | 0.04% | +21.6% |
| PHM | Sell | PULTE GROUP INC | $1,872,000 | +8.3% | 32,747 | -13.0% | 0.04% | +2.3% |
| EBAY | Buy | EBAY INC. | $1,809,000 | -1.5% | 27,206 | +3.2% | 0.04% | -6.4% |
| WHR | Sell | WHIRLPOOL CORP | $1,832,000 | +5.7% | 7,806 | -8.3% | 0.04% | 0.0% |
| F | Sell | FORD MTR CO DEL | $1,814,000 | -25.3% | 87,345 | -49.0% | 0.04% | -27.9% |
| NSC | Buy | NORFOLK SOUTHN CORP | $1,841,000 | +25.3% | 6,185 | +0.7% | 0.04% | +18.9% |
| CTVA | Sell | CORTEVA INC | $1,768,000 | -3.4% | 37,400 | -14.0% | 0.04% | -6.5% |
| ATO | Sell | ATMOS ENERGY CORP | $1,747,000 | +13.8% | 16,673 | -4.2% | 0.04% | +7.7% |
| IEX | Buy | IDEX CORP | $1,737,000 | +15.3% | 7,350 | +1.0% | 0.04% | +10.5% |
| BG | Sell | BUNGE LIMITED | $1,734,000 | +8.0% | 18,575 | -5.9% | 0.04% | +2.4% |
| HUM | Sell | HUMANA INC | $1,694,000 | -1.2% | 3,652 | -17.1% | 0.04% | -4.7% |
| STLD | Buy | STEEL DYNAMICS INC | $1,712,000 | +7.5% | 27,574 | +1.3% | 0.04% | +2.5% |
| RPM | Sell | RPM INTL INC | $1,650,000 | +19.1% | 16,337 | -8.4% | 0.04% | +14.3% |
| FICO | Sell | FAIR ISAAC CORP | $1,670,000 | -8.7% | 3,850 | -16.2% | 0.04% | -13.0% |
| L | New | LOEWS CORP | $1,667,000 | – | 28,856 | +100.0% | 0.04% | – |
| EMR | Buy | EMERSON ELEC CO | $1,680,000 | +5.8% | 18,066 | +7.2% | 0.04% | 0.0% |
| PNR | Buy | PENTAIR PLC | $1,598,000 | +4.6% | 21,878 | +4.0% | 0.04% | 0.0% |
| RHI | Sell | ROBERT HALF INTL INC | $1,609,000 | +8.9% | 14,428 | -2.0% | 0.04% | +5.4% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $1,637,000 | +2.4% | 4,692 | -13.7% | 0.04% | -2.5% |
| CMI | Buy | CUMMINS INC | $1,576,000 | -2.2% | 7,224 | +0.6% | 0.04% | -7.3% |
| MRK | Sell | MERCK & CO. INC | $1,543,000 | -28.9% | 20,136 | -30.3% | 0.04% | -32.7% |
| ALLE | Sell | ALLEGION PLC | $1,518,000 | -3.9% | 11,464 | -4.1% | 0.04% | -7.5% |
| ATH | Sell | ATHENE HOLDING LTDcl a | $1,510,000 | +16.6% | 18,124 | -3.6% | 0.04% | +9.1% |
| SNA | Sell | SNAP ON INC | $1,432,000 | -6.7% | 6,651 | -9.4% | 0.04% | -10.3% |
| MHK | Buy | MOHAWK INDS INC | $1,438,000 | +4.5% | 7,892 | +1.7% | 0.04% | 0.0% |
| NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $1,423,000 | -10.6% | 182,006 | -3.7% | 0.03% | -15.0% |
| GNRC | Sell | GENERAC HLDGS INC | $1,325,000 | -42.1% | 3,764 | -32.8% | 0.03% | -44.8% |
| LBTYK | Sell | LIBERTY GLOBAL PLC | $1,343,000 | -6.1% | 47,825 | -1.6% | 0.03% | -11.1% |
| ARW | Sell | ARROW ELECTRS INC | $1,247,000 | +11.4% | 9,285 | -6.8% | 0.03% | +7.1% |
| OC | Sell | OWENS CORNING NEW | $1,234,000 | -0.6% | 13,640 | -6.0% | 0.03% | -3.2% |
| UGI | Sell | UGI CORP NEW | $1,230,000 | +4.4% | 26,794 | -3.1% | 0.03% | 0.0% |
| KNX | Sell | KNIGHT-SWIFT TRANSN HLDGS INcl a | $1,216,000 | +10.6% | 19,949 | -7.2% | 0.03% | +3.6% |
| VOYA | Buy | VOYA FINANCIAL INC | $1,112,000 | +8.6% | 16,770 | +0.5% | 0.03% | +3.8% |
| CG | Sell | CARLYLE GROUP INC | $1,105,000 | +2.3% | 20,136 | -11.8% | 0.03% | 0.0% |
| PFE | Buy | PFIZER INC | $1,067,000 | +69.4% | 18,071 | +23.4% | 0.03% | +62.5% |
| SYK | Buy | STRYKER CORPORATION | $1,034,000 | +30.7% | 3,867 | +28.9% | 0.02% | +25.0% |
| IVZ | Sell | INVESCO LTD | $1,038,000 | -19.8% | 45,097 | -16.0% | 0.02% | -24.2% |
| PNW | Sell | PINNACLE WEST CAP CORP | $1,053,000 | -9.3% | 14,922 | -7.0% | 0.02% | -13.8% |
| AGNC | Sell | AGNC INVT CORP | $1,034,000 | -6.5% | 68,748 | -2.0% | 0.02% | -10.7% |
| BDX | Buy | BECTON DICKINSON & CO | $985,000 | +22.8% | 3,915 | +20.1% | 0.02% | +20.0% |
| NKE | Buy | NIKE INCcl b | $939,000 | +40.6% | 5,634 | +22.5% | 0.02% | +35.3% |
| UHAL | Buy | AMERCO | $940,000 | +24.2% | 1,295 | +10.6% | 0.02% | +21.1% |
| INTU | Buy | INTUIT | $855,000 | +32.4% | 1,329 | +10.9% | 0.02% | +31.2% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $712,000 | +44.7% | 8,027 | +21.0% | 0.02% | +41.7% |
| FOX | Sell | FOX CORP | $674,000 | -11.4% | 19,670 | -4.0% | 0.02% | -15.8% |
| SBUX | Buy | STARBUCKS CORP | $672,000 | +34.1% | 5,745 | +26.6% | 0.02% | +23.1% |
| LBTYA | Buy | LIBERTY GLOBAL PLC | $607,000 | -5.3% | 21,864 | +1.6% | 0.02% | -6.2% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $539,000 | -71.3% | 2,516 | -75.6% | 0.01% | -72.9% |
| EFX | Buy | EQUIFAX INC | $557,000 | +42.1% | 1,903 | +23.0% | 0.01% | +30.0% |
| MUB | New | ISHARES TRnational mun etf | $422,000 | – | 3,631 | +100.0% | 0.01% | – |
| TJX | Buy | TJX COS INC NEW | $435,000 | +50.5% | 5,734 | +30.9% | 0.01% | +42.9% |
| VRSK | Buy | VERISK ANALYTICS INC | $261,000 | +51.7% | 1,139 | +32.4% | 0.01% | +50.0% |
| VOO | New | VANGUARD INDEX FDS | $213,000 | – | 487 | +100.0% | 0.01% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $216,000 | +22.7% | 1,366 | +27.2% | 0.01% | +25.0% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $200,000 | +1328.6% | 3,912 | +1277.5% | 0.01% | – |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $205,000 | – | 2,610 | +100.0% | 0.01% | – |
| IWX | New | ISHARES TRrus tp200 vl etf | $162,000 | – | 2,308 | +100.0% | 0.00% | – |
| DE | Sell | DEERE & CO | $137,000 | -91.5% | 400 | -91.7% | 0.00% | -92.7% |
| DEO | DIAGEO PLCspon adr new | $84,000 | +13.5% | 383 | 0.0% | 0.00% | 0.0% | |
| AVGO | New | BROADCOM INC | $72,000 | – | 108 | +100.0% | 0.00% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $81,000 | +523.1% | 1,643 | +552.0% | 0.00% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $101,000 | – | 669 | +100.0% | 0.00% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $71,000 | – | 577 | +100.0% | 0.00% | – |
| ORCL | Sell | ORACLE CORP | $74,000 | -98.1% | 843 | -98.1% | 0.00% | -97.9% |
| MCD | MCDONALDS CORP | $66,000 | +11.9% | 245 | 0.0% | 0.00% | +100.0% | |
| IWP | New | ISHARES TRrus md cp gr etf | $88,000 | – | 768 | +100.0% | 0.00% | – |
| STE | STERIS PLC | $26,000 | +23.8% | 105 | 0.0% | 0.00% | 0.0% | |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $38,000 | – | 936 | +100.0% | 0.00% | – |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $62,000 | -4.6% | 1,000 | -8.7% | 0.00% | -50.0% |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $28,000 | – | 158 | +100.0% | 0.00% | – |
| UL | UNILEVER PLCspon adr new | $60,000 | -1.6% | 1,117 | 0.0% | 0.00% | -50.0% | |
| OVV | Sell | OVINTIV INC | $27,000 | -43.8% | 787 | -46.3% | 0.00% | 0.0% |
| SCZ | New | ISHARES TReafe sml cp etf | $29,000 | – | 392 | +100.0% | 0.00% | – |
| STT | STATE STR CORP | $56,000 | +9.8% | 600 | 0.0% | 0.00% | 0.0% | |
| CAT | CATERPILLAR INC DEL | $41,000 | +7.9% | 200 | 0.0% | 0.00% | 0.0% | |
| OMC | OMNICOM GROUP INC | $11,000 | 0.0% | 145 | 0.0% | 0.00% | – | |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $20,000 | – | 71 | +100.0% | 0.00% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $11,000 | – | 148 | +100.0% | 0.00% | – |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $11,000 | 0.0% | 130 | 0.0% | 0.00% | – | |
| LEXX | LEXARIA BIOSCIENCE CORP | $11,000 | -35.3% | 2,686 | 0.0% | 0.00% | – | |
| LLY | LILLY ELI & CO | $20,000 | +25.0% | 71 | 0.0% | 0.00% | – | |
| IWN | New | ISHARES TRrus 2000 val etf | $17,000 | – | 105 | +100.0% | 0.00% | – |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $6,000 | +20.0% | 127 | 0.0% | 0.00% | – | |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $1,000 | – | 8 | +100.0% | 0.00% | – |
| LIN | LINDE PLC | $17,000 | +21.4% | 48 | 0.0% | 0.00% | – | |
| MDT | MEDTRONIC PLC | $11,000 | -15.4% | 105 | 0.0% | 0.00% | – | |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -50 | -100.0% | 0.00% | – |
| PH | Sell | PARKER-HANNIFIN CORP | $11,000 | -99.2% | 36 | -99.3% | 0.00% | -100.0% |
| IWO | New | ISHARES TRrus 2000 grw etf | $13,000 | – | 46 | +100.0% | 0.00% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -79 | -100.0% | 0.00% | – |
| OGN | Exit | ORGANON & CO | $0 | – | -100 | -100.0% | 0.00% | – |
| VTRS | Exit | VIATRIS INC | $0 | – | -248 | -100.0% | 0.00% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -15 | -100.0% | 0.00% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -158 | -100.0% | 0.00% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -48 | -100.0% | 0.00% | – |
| CDK | Exit | CDK GLOBAL INC | $0 | – | -266 | -100.0% | 0.00% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -48 | -100.0% | 0.00% | – |
| BIPC | Exit | BROOKFIELD INFRASTRUCTURE CO | $0 | – | -200 | -100.0% | 0.00% | – |
| PDS | Exit | PRECISION DRILLING CORP | $0 | – | -139 | -100.0% | 0.00% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -45 | -100.0% | 0.00% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -105 | -100.0% | 0.00% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -622 | -100.0% | -0.00% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -3,766 | -100.0% | -0.00% | – |
| AFG | Exit | AMERICAN FINL GROUP INC OHIO | $0 | – | -9,007 | -100.0% | -0.03% | – |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -40,463 | -100.0% | -0.04% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -33,100 | -100.0% | -0.05% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -13,222 | -100.0% | -0.06% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -11,562 | -100.0% | -0.06% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -5,738 | -100.0% | -0.09% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- The Bank of Nova Scotia #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 17 | Q4 2021 | 7.0% |
| ISHARES TR | 17 | Q4 2021 | 6.6% |
| VANGUARD INTL EQUITY INDEX F | 17 | Q4 2021 | 5.9% |
| FLEXSHARES TR | 17 | Q4 2021 | 5.4% |
| ISHARES TR | 17 | Q4 2021 | 6.3% |
| VANGUARD INDEX FDS | 17 | Q4 2021 | 6.6% |
| ISHARES TR | 17 | Q4 2021 | 5.3% |
| SPDR INDEX SHS FDS | 17 | Q4 2021 | 4.5% |
| VANECK VECTORS ETF TR | 17 | Q4 2021 | 4.2% |
| ISHARES TR | 17 | Q4 2021 | 5.9% |
View MD Financial Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2022-02-14 |
| 13F-HR/A | 2022-01-19 |
| 13F-HR/A | 2022-01-14 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-07-21 |
| 13F-HR | 2021-05-06 |
| 13F-HR | 2021-01-26 |
| 13F-HR | 2020-11-04 |
| 13F-HR | 2020-07-13 |
View MD Financial Management Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.