SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.58B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$17.9M
3 +$17.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$17M
5
SNV icon
Synovus
SNV
+$5.04M

Top Sells

1 +$27.7M
2 +$17.2M
3 +$16.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13.7M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.48M

Sector Composition

1 Consumer Staples 16.89%
2 Industrials 16.66%
3 Financials 8.55%
4 Technology 5.14%
5 Healthcare 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.25M 0.03%
93,157
+12,406
227
$1.25M 0.03%
20,863
+20,613
228
$1.24M 0.03%
18,556
-540
229
$1.23M 0.03%
16,875
-165
230
$1.23M 0.03%
103,452
+17,905
231
$1.2M 0.03%
69,222
+2,977
232
$1.2M 0.03%
237,400
-3,300
233
$1.2M 0.03%
20,655
-353
234
$1.19M 0.03%
+95,352
235
$1.18M 0.03%
100,000
236
$1.18M 0.03%
14,908
+3,036
237
$1.18M 0.03%
63,691
+6,316
238
$1.17M 0.03%
26,996
+4,191
239
$1.17M 0.03%
21,090
+20,790
240
$1.16M 0.03%
10,620
-4,780
241
$1.16M 0.03%
22,075
-1
242
$1.15M 0.03%
17,104
+2,839
243
$1.15M 0.03%
275,952
+56,755
244
$1.15M 0.03%
146,879
+21,257
245
$1.13M 0.03%
48,837
-13,135
246
$1.12M 0.03%
32,173
247
$1.12M 0.03%
69,740
+18,199
248
$1.12M 0.03%
19,189
+2,804
249
$1.12M 0.03%
63,775
+12,405
250
$1.12M 0.03%
33,971
-2,096