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
251
$1.09M 0.03%
43,987
+7,082
252
$1.09M 0.03%
11,104
+2,094
253
$1.07M 0.03%
46,717
-700
254
$1.06M 0.03%
42,797
+5,983
255
$1.05M 0.03%
196,425
+35,155
256
$1.05M 0.03%
8,323
+1,624
257
$1.04M 0.03%
19,580
+19,000
258
$1.04M 0.03%
29,410
+270
259
$1.04M 0.03%
17,595
+77
260
$1.03M 0.03%
38,933
+5,325
261
$1.03M 0.03%
75,490
+11,978
262
$1.02M 0.03%
27,541
-2,195
263
$1.02M 0.03%
29,290
-21,765
264
$1.02M 0.03%
16,940
+4,000
265
$1M 0.03%
13,192
-18
266
$1M 0.03%
+30,421
267
$999K 0.03%
23,847
+182
268
$989K 0.03%
+6,772
269
$979K 0.03%
22,815
+3,200
270
$977K 0.03%
25,124
+24,784
271
$949K 0.03%
18,460
-64
272
$948K 0.03%
11,722
-501
273
$947K 0.03%
7,262
+1,171
274
$937K 0.03%
9,868
+3,186
275
$917K 0.03%
13,245
+11,445