We are live on ! Find out more
SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
This Quarter Est. Return
+0.96%
1 Year Est. Return
+12.78%
3 Year Est. Return
+68.37%
5 Year Est. Return
+75.37%
10 Year Est. Return
+242.26%
AUM
$7.86B
AUM Growth
-$776M
Cap. Flow
-$777M
Cap. Flow %
-9.88%
Top 10 Hldgs %
45.29%
Holding
953
New
38
Increased
286
Reduced
501
Closed
79

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.1M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$12.5M
3
CEG icon
Constellation Energy
CEG
+$3.3M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.59M
5
UBER icon
Uber
UBER
+$2.39M

Top Sells

Rank Stock Value
1
SO icon
Southern Company
SO
+$121M
2
XOM icon
ExxonMobil
XOM
+$37M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$33.7M
4
VFH icon
Vanguard Financials ETF
VFH
+$26.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$26.7M

Sector Composition

Rank Sector Weight
1 Industrials 14.46%
2 Technology 11.68%
3 Financials 9.89%
4 Consumer Staples 8.68%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPC icon
226
Marathon Petroleum
MPC
$90.1B
$3.85M 0.05%
27,610
-5,030
-15% -$768K
STE icon
227
Steris
STE
$22.9B
$3.84M 0.05%
18,698
+344
+2% +$75.5K
CARR icon
228
Carrier Global
CARR
$49.8B
$3.82M 0.05%
56,004
-105
-0.2% -$7.92K
TBIL
229
F/m US Treasury 3 Month Bill Fund
TBIL
$7.19B
$3.82M 0.05%
76,573
-13,981
-15% -$698K
BUFT icon
230
FT Vest Buffered Allocation Defensive ETF
BUFT
$154M
$3.81M 0.05%
169,848
+6,403
+4% +$143K
CEG icon
231
Constellation Energy
CEG
$92.1B
$3.77M 0.05%
16,840
+13,250
+369% +$3.3M
WDAY icon
232
Workday
WDAY
$41.5B
$3.76M 0.05%
14,574
-5,016
-26% -$1.28M
HALO icon
233
Halozyme
HALO
$9.88B
$3.76M 0.05%
78,600
-1,990
-2% -$102K
ADI icon
234
Analog Devices
ADI
$172B
$3.76M 0.05%
17,685
+42
+0.2% +$9.29K
BUFD icon
235
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.92B
$3.74M 0.05%
146,542
+7,404
+5% +$188K
SPUS icon
236
SP Funds S&P 500 Sharia ETF
SPUS
$2.78B
$3.68M 0.05%
85,782
+53,766
+168% +$2.3M
NOBL icon
237
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$3.63M 0.05%
72,818
-66,782
-48% -$3.51M
GOVT icon
238
iShares US Treasury Bond ETF
GOVT
$43.7B
$3.61M 0.05%
157,145
-59,443
-27% -$1.36M
CVS icon
239
CVS Health
CVS
$135B
$3.59M 0.05%
79,951
-20,155
-20% -$1.13M
MCHP icon
240
Microchip Technology
MCHP
$38.8B
$3.57M 0.05%
62,261
-8,383
-12% -$576K
TYL icon
241
Tyler Technologies
TYL
$13.7B
$3.57M 0.05%
6,192
+121
+2% +$73.1K
AJG icon
242
Arthur J. Gallagher & Co
AJG
$69.1B
$3.56M 0.05%
12,527
-11,878
-49% -$3.46M
XLP icon
243
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$3.55M 0.05%
45,221
-4,533
-9% -$368K
BND icon
244
Vanguard Total Bond Market
BND
$158B
$3.53M 0.05%
49,141
+1,896
+4% +$139K
DT icon
245
Dynatrace
DT
$12.7B
$3.53M 0.04%
64,950
+857
+1% +$46.7K
SPGP icon
246
Invesco S&P 500 GARP ETF
SPGP
$2.25B
$3.52M 0.04%
33,585
-16,554
-33% -$1.78M
KBWB icon
247
Invesco KBW Bank ETF
KBWB
$6.72B
$3.52M 0.04%
53,882
-2,331
-4% -$152K
VRSK icon
248
Verisk Analytics
VRSK
$27.9B
$3.51M 0.04%
12,737
+218
+2% +$60.7K
MUFG icon
249
Mitsubishi UFJ Financial
MUFG
$247B
$3.5M 0.04%
298,842
-2,708
-0.9% -$30.4K
SHW icon
250
Sherwin-Williams
SHW
$84.8B
$3.5M 0.04%
10,287
-2,442
-19% -$911K
8 9
10
11 12

Similar funds

WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return

Synovus Financial's Q4 2024 Portfolio in Review

As of Q4 2024, Synovus Financial held 953 positions worth $7.86B, down 9% from $8.63B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Synovus Financial withdrew a net $777M in Q4 2024, closing 79 positions and reducing 501 holdings. Its most notable exit was Vanguard Long-Term Corporate Bond ETF, an estimated $3.35M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Financials.

Against the trend, Synovus Financial opened a new position in LyondellBasell Industries worth $2.07M.

  • Synovus Financial's largest Q4 2024 buy was LyondellBasell Industries: 27,826 shares worth $2.07M.
  • Synovus Financial added most to iShares Core MSCI Emerging Markets ETF in Q4 2024, an estimated $17.1M increase.
  • Synovus Financial's biggest Q4 2024 reduction was Southern Company, cutting an estimated $121M.
  • Synovus Financial fully exited Vanguard Long-Term Corporate Bond ETF in Q4 2024, selling an estimated $3.35M.
  • Synovus Financial's ten largest holdings make up 45% of its $7.86B portfolio in Q4 2024.
  • Synovus Financial opened 38 new positions and closed 79 in Q4 2024.
  • Synovus Financial's portfolio value fell 9% quarter-over-quarter to $7.86B.

Based on Synovus Financial's 13F filing for Q4 2024, filed 13 Feb 2025.