MD Financial Management

Latest statistics and disclosures from MD Financial Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VB, VSS, IGF, GUNR, AGG, and represent 28.24% of MD Financial Management's stock portfolio.
  • Added to shares of these 10 stocks: VSS (+$31.96M), GUNR (+$25.32M), JNK (+$21.59M), VB (+$15.12M), BKLN (+$14.89M), IGF (+$13.29M), VWOB (+$10.29M), EMLC (+$9.59M), GNR (+$8.38M), BWX (+$8.25M).
  • Reduced shares in these 10 stocks: GLD (-$22.55M), VMBS (-$19.84M), MOO (-$17.77M), ACWV (-$16.52M), SCHP (-$11.34M), PDBC (-$11.22M), , AGG (-$9.82M), EMB (-$9.46M), SLQD (-$7.73M).
  • Sold out of its positions in EEMS, TLT, SLQD, VCLT.
  • MD Financial Management was a net buyer of stock by $13.26M.
  • MD Financial Management has $1.85B in assets under management (AUM), growing by 14.41%.

Portfolio Holdings for MD Financial Management

Companies in the MD Financial Management portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Index Fds Small Cp Etf (VB) 6.18 785.36k +15% 145.72
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.86 1.12M +41% 96.62
Ishares Tr Glb Infrastr Etf (IGF) 5.76 2.78M +14% 38.29
Flexshares Tr Mornstar Upstr (GUNR) 5.37 3.60M +34% 27.64
Ishares Tr Core Us Aggrd Et (AGG) 5.07 793.45k -9% 118.21
Schwab Strategic Tr Us Tips Etf (SCHP) 5.02 1.55M -10% 60.02
Vanguard Index Fds Real Estate Etf (VNQ) 4.39 1.04M +3% 78.53
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 3.97 2.55M +10% 28.82
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 3.81 1.22M -8% 57.73
Spdr Series Trust Bloomberg Brclys (JNK) 3.77 689.87k +44% 101.16
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 3.37 1.15M -24% 54.37
Ishares Tr Jpmorgan Usd Emg (EMB) 3.37 570.34k -13% 109.22
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 3.36 1.70M -10% 36.68
Ishares Min Vol Gbl Etf (ACWV) 3.27 691.09k -21% 87.58
Invesco Exchng Traded Fd Tr Sr Ln Etf (BKLN) 3.20 2.77M +33% 21.35
Spdr Series Trust BLMBRG BRC CNVRT (CWB) 3.11 950.43k 60.50
Ishares Tr Micro-cap Etf (IWC) 2.84 601.55k -6% 87.27
Spdr Index Shs Fds Glb Nat Resrce (GNR) 2.81 1.41M +19% 36.93
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 2.68 1.61M +24% 30.74
Vaneck Vectors Etf Tr Agribusiness Etf (MOO) 2.65 816.89k -26% 60.15
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.22 813.09k +24% 50.59
Spdr Series Trust Blomberg Intl Tr (BWX) 2.19 1.40M +25% 28.91
Ishares Tr Usd Inv Grde Etf (USIG) 2.14 655.55k +14% 60.42
Ishares Tr Pfd And Incm Sec (PFF) 1.64 875.44k 34.64
Invesco Exchange Traded Fd T Water Res Etf (PHO) 1.44 735.16k +5% 36.34
Global X Fds Global X Silver (SIL) 1.38 690.70k -19% 37.02
Ishares Silver Trust Ishares (SLV) 1.15 1.25M +5% 17.01
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.97 231.48k +133% 77.76
Ishares Tr Gl Timb Fore Etf (WOOD) 0.86 286.24k -11% 55.46
Invesco Exchng Traded Fd Tr S&p Gbl Water (CGW) 0.83 408.96k +6% 37.38
Global X Fds Lithium Btry Etf (LIT) 0.75 439.00k -7% 31.65
Spdr Series Trust Ftse Int Gvt Etf (WIP) 0.75 263.02k 52.50
First Tr Exchange Traded Wtr Etf (FIW) 0.71 236.14k +2% 55.71
Invesco Exchng Traded Fd Tr Global Water (PIO) 0.66 424.59k 28.77
Invesco Exchng Traded Fd Tr Var Rate Pfd (VRP) 0.44 345.94k +42% 23.43
Invesco Db Mlti Sectr Cmmty Base Metals Fd (DBB) 0.44 593.83k -17% 13.61
Ishares Em Hghyl Bd Etf (EMHY) 0.40 170.66k -7% 43.01
Spdr Gold Trust Gold Shs (GLD) 0.32 35.86k -78% 167.38
Invesco Db Mlti Sectr Cmmty Agriculture Fd (DBA) 0.30 417.76k -19% 13.51
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.24 107.54k -3% 40.83
Vaneck Vectors Etf Tr Intl High Yield (IHY) 0.17 129.68k 23.72
Invesco Actively Managd Etf Optimum Yield (PDBC) 0.15 208.50k -80% 12.94

Past Filings by MD Financial Management

View past SEC 13F filings by MD Financial Management

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