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
$6.68B
AUM Growth
+$516M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,483
New
Increased
Reduced
Closed

Top Buys

1 +$59.3M
2 +$20.6M
3 +$7.1M
4
UNH icon
UnitedHealth
UNH
+$2.86M
5
AZN icon
AstraZeneca
AZN
+$2.81M

Top Sells

1 +$53.3M
2 +$35.3M
3 +$12.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.2M
5
AAPL icon
Apple
AAPL
+$5.34M

Sector Composition

1 Industrials 26.82%
2 Consumer Staples 9%
3 Financials 8.41%
4 Technology 5.42%
5 Healthcare 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.98M 0.03%
21,363
-172
227
$1.98M 0.03%
38,801
228
$1.96M 0.03%
16,647
+3,536
229
$1.96M 0.03%
47,708
-3,133
230
$1.95M 0.03%
33,813
-184
231
$1.94M 0.03%
67,410
+30,480
232
$1.92M 0.03%
84,307
+887
233
$1.91M 0.03%
11,732
-9,329
234
$1.87M 0.03%
23,174
-188
235
$1.85M 0.03%
12,084
-419
236
$1.82M 0.03%
3,882
-87
237
$1.82M 0.03%
57,606
+451
238
$1.81M 0.03%
37,012
+1,158
239
$1.79M 0.03%
11,667
-45
240
$1.77M 0.03%
36,292
241
$1.75M 0.03%
19,563
+3
242
$1.74M 0.03%
28,396
-7,452
243
$1.72M 0.03%
13,904
+335
244
$1.72M 0.03%
15,778
-278
245
$1.71M 0.03%
41,724
-6,740
246
$1.71M 0.03%
18,560
-12,717
247
$1.71M 0.03%
25,267
+595
248
$1.7M 0.03%
7,489
+867
249
$1.69M 0.03%
146,258
+3,195
250
$1.69M 0.03%
43,044
-30,020