- New Purchases: VBR, VCLT, SJNK, BNS, CNI, TD, BAM, ENB, MFC, NTR, MGA, OTEX, TRI, CAE, GOOG, QSR, STN, GIL, GOOGL, LRCX, NVDA, NKE, SHOP, CTSH, RY, HD, NTRS, CRM, USB, AXP, GD, LOW, MAS, MU, APO, PSX, AON, CI, CCEP, TJX, RTX, BX, DG, DLTR, MNST, PEAK, INTU, ORCL, DGX, SWK, WAB, HES, ADSK, CNP, ETN, ETR, EXC, NFLX, PHG, BKNG, LULU, HLT, FWONK, MGP, CTVA, AIZ, BMO, SCHW, FMS, HAS, TAP, NBIX, PPG, TXN, TRP, VRTX, BR, TMUS, CP, OFC, EXPD, LEN, PCAR, SNN, VLO, UBER, ACGL, BCE, CM, PGR, SLB, VRSK, ASND, CNQ, RCI, SLF, SU, TU, WCN, FTS, TECK, BIP, PBA, AEM, GOLD, BHC, GIB, DSGX, OVV, CIGI, KGC, MEOH, VTRS, PDS, RBA, SJR, VFC, FNV, BEP, CPG, VET, WFG, CVE, FSV, BIPC, BSV,
- Added Positions: AAPL, VNQ, MSFT, AMZN, FB, GDX, UNH, AGG, EMLC, MA, JNJ, SIL, CMCSA, USIG, PEP, JPM, BWX, CB, WFC, GLD, SBUX, ADBE, MMM, PG, BDX, MRK, DE, BRK.B, SYK, ACN, IFF, MDT, SLV, JNK, CVS, VMBS, VZ, BKLN, UL, GIS, PFE, BNDX, ADP, CWB, LIN, IGF, EFX, PFF, RWX, WIP, FLOT, EMB, WM, UPS, QCOM, OMC, LIT, CGW, VRP,
- Reduced Positions: XLK, VSS, VB, EEM, SCHP, VWOB, IWC, GUNR, MOO, GNR, PDBC, PHO, EFA, FIW, WOOD, EWC, CAT, V, IBM, KO, CSCO,
- Sold Out: EWX, IP, ABBV, UNP, TSN, TIF, SYY, LUV, RSG, PVH, T, INTC, HRL, FDX, BK, BAC, BHP, AN, AMT, ALL,
For the details of MD Financial Management Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/md+financial+management+inc./current-portfolio/portfolio
These are the top 5 holdings of MD Financial Management Inc.- S&P 500 ETF TRUST ETF (SPY) - 1,777,384 shares, 20.74% of the total portfolio. Shares added by 0.53%
- iShares Global Infrastructure ETF (IGF) - 3,267,172 shares, 3.95% of the total portfolio. Shares added by 1.41%
- Vanguard Real Estate Index Fund ETF (VNQ) - 1,598,729 shares, 3.94% of the total portfolio. Shares added by 41.91%
- Apple Inc (AAPL) - 972,686 shares, 3.50% of the total portfolio. Shares added by 138855.14%
- Schwab U.S. Tips ETF (SCHP) - 1,876,959 shares, 3.19% of the total portfolio. Shares reduced by 8.06%
MD Financial Management Inc. initiated holding in Vanguard Small Cap Value ETF. The purchase prices were between $139.33 and $172.03, with an estimated average price of $156.93. The stock is now traded at around $175.450000. The impact to a portfolio due to this purchase was 0.85%. The holding were 191,481 shares as of 2021-03-31.
New Purchase: Vanguard Long-Term Corporate Bond ETF (VCLT)MD Financial Management Inc. initiated holding in Vanguard Long-Term Corporate Bond ETF. The purchase prices were between $98.58 and $109.47, with an estimated average price of $104.17. The stock is now traded at around $103.350000. The impact to a portfolio due to this purchase was 0.55%. The holding were 185,254 shares as of 2021-03-31.
New Purchase: SPDR Bloomberg Barclays Short Term High Yield Bond (SJNK)MD Financial Management Inc. initiated holding in SPDR Bloomberg Barclays Short Term High Yield Bond. The purchase prices were between $26.6 and $27.24, with an estimated average price of $26.92. The stock is now traded at around $27.360000. The impact to a portfolio due to this purchase was 0.44%. The holding were 549,036 shares as of 2021-03-31.
New Purchase: Bank of Nova Scotia (BNS)MD Financial Management Inc. initiated holding in Bank of Nova Scotia. The purchase prices were between $52.96 and $63.7, with an estimated average price of $57.93. The stock is now traded at around $65.160000. The impact to a portfolio due to this purchase was 0.36%. The holding were 197,965 shares as of 2021-03-31.
New Purchase: The Toronto-Dominion Bank (TD)MD Financial Management Inc. initiated holding in The Toronto-Dominion Bank. The purchase prices were between $56.26 and $66.31, with an estimated average price of $61.03. The stock is now traded at around $70.640000. The impact to a portfolio due to this purchase was 0.33%. The holding were 173,787 shares as of 2021-03-31.
New Purchase: Canadian National Railway Co (CNI)MD Financial Management Inc. initiated holding in Canadian National Railway Co. The purchase prices were between $101.17 and $118.12, with an estimated average price of $111. The stock is now traded at around $110.210000. The impact to a portfolio due to this purchase was 0.33%. The holding were 96,365 shares as of 2021-03-31.
Added: Apple Inc (AAPL)MD Financial Management Inc. added to a holding in Apple Inc by 138855.14%. The purchase prices were between $116.36 and $143.16, with an estimated average price of $128.47. The stock is now traded at around $129.740000. The impact to a portfolio due to this purchase was 3.5%. The holding were 972,686 shares as of 2021-03-31.
Added: Vanguard Real Estate Index Fund ETF (VNQ)MD Financial Management Inc. added to a holding in Vanguard Real Estate Index Fund ETF by 41.91%. The purchase prices were between $81.49 and $92.84, with an estimated average price of $87.42. The stock is now traded at around $97.160000. The impact to a portfolio due to this purchase was 1.16%. The holding were 1,598,729 shares as of 2021-03-31.
Added: Microsoft Corp (MSFT)MD Financial Management Inc. added to a holding in Microsoft Corp by 42687.70%. The purchase prices were between $212.25 and $244.99, with an estimated average price of $232.23. The stock is now traded at around $249.730000. The impact to a portfolio due to this purchase was 1.13%. The holding were 163,449 shares as of 2021-03-31.
Added: Amazon.com Inc (AMZN)MD Financial Management Inc. added to a holding in Amazon.com Inc by 223380.00%. The purchase prices were between $2951.95 and $3380, with an estimated average price of $3171.97. The stock is now traded at around $3306.370000. The impact to a portfolio due to this purchase was 1.02%. The holding were 11,174 shares as of 2021-03-31.
Added: Facebook Inc (FB)MD Financial Management Inc. added to a holding in Facebook Inc by 253315.00%. The purchase prices were between $245.64 and $294.53, with an estimated average price of $269.28. The stock is now traded at around $320.020000. The impact to a portfolio due to this purchase was 0.44%. The holding were 50,683 shares as of 2021-03-31.
Added: UnitedHealth Group Inc (UNH)MD Financial Management Inc. added to a holding in UnitedHealth Group Inc by 154400.00%. The purchase prices were between $324.34 and $379.06, with an estimated average price of $346.21. The stock is now traded at around $414.970000. The impact to a portfolio due to this purchase was 0.25%. The holding were 23,175 shares as of 2021-03-31.
Sold Out: S&P Emerging Markets Small Cap ETF (EWX)MD Financial Management Inc. sold out a holding in S&P Emerging Markets Small Cap ETF. The sale prices were between $51.27 and $55.89, with an estimated average price of $54.02.
Sold Out: AutoNation Inc (AN)MD Financial Management Inc. sold out a holding in AutoNation Inc. The sale prices were between $68.09 and $94.81, with an estimated average price of $80.13.
Sold Out: AT&T Inc (T)MD Financial Management Inc. sold out a holding in AT&T Inc. The sale prices were between $27.89 and $30.73, with an estimated average price of $29.27.
Sold Out: BHP Group Ltd (BHP)MD Financial Management Inc. sold out a holding in BHP Group Ltd. The sale prices were between $66.78 and $81, with an estimated average price of $72.13.
Sold Out: Tyson Foods Inc (TSN)MD Financial Management Inc. sold out a holding in Tyson Foods Inc. The sale prices were between $63.45 and $76.93, with an estimated average price of $68.98.
Sold Out: PVH Corp (PVH)MD Financial Management Inc. sold out a holding in PVH Corp. The sale prices were between $82.45 and $108.79, with an estimated average price of $98.78.
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