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
ANSS
251
DELISTED
Ansys
ANSS
$3.48M 0.04%
10,312
+163
+2% +$54.6K
AVLV icon
252
Avantis US Large Cap Value ETF
AVLV
$17.8B
$3.48M 0.04%
52,043
+2,382
+5% +$162K
IVW icon
253
iShares S&P 500 Growth ETF
IVW
$70.5B
$3.45M 0.04%
33,968
-1,763
-5% -$176K
VB icon
254
Vanguard Small-Cap ETF
VB
$78.9B
$3.39M 0.04%
14,106
-13,340
-49% -$3.28M
SBUX icon
255
Starbucks
SBUX
$119B
$3.35M 0.04%
36,690
-1,378
-4% -$133K
MELI icon
256
Mercado Libre
MELI
$94.5B
$3.34M 0.04%
1,963
+185
+10% +$360K
MSCI icon
257
MSCI
MSCI
$42.4B
$3.33M 0.04%
5,557
+40
+0.7% +$24K
ICLR icon
258
Icon
ICLR
$13.7B
$3.33M 0.04%
15,895
+1,847
+13% +$431K
LDP icon
259
Cohen & Steers Duration Preferred & Income Fund
LDP
$591M
$3.32M 0.04%
164,413
+405
+0.2% +$8.54K
ECL icon
260
Ecolab
ECL
$79.8B
$3.3M 0.04%
14,101
-372
-3% -$92.5K
COP icon
261
ConocoPhillips
COP
$144B
$3.3M 0.04%
33,267
-12,728
-28% -$1.35M
BA icon
262
Boeing
BA
$169B
$3.29M 0.04%
18,566
-2,132
-10% -$335K
TW icon
263
Tradeweb Markets
TW
$23B
$3.28M 0.04%
25,086
+308
+1% +$40.6K
GL icon
264
Globe Life
GL
$14B
$3.28M 0.04%
29,427
+11
+0% +$1.19K
AIG icon
265
American International
AIG
$42.5B
$3.28M 0.04%
45,049
+2,365
+6% +$178K
FCFS icon
266
FirstCash
FCFS
$8.77B
$3.25M 0.04%
31,334
-30,566
-49% -$3.29M
RYAN icon
267
Ryan Specialty Holdings
RYAN
$6.02B
$3.25M 0.04%
50,594
+804
+2% +$56K
AER icon
268
AerCap
AER
$23.4B
$3.21M 0.04%
33,540
+380
+1% +$36.4K
EW icon
269
Edwards Lifesciences
EW
$49.4B
$3.2M 0.04%
43,290
-6,095
-12% -$427K
ACWI icon
270
iShares MSCI ACWI ETF
ACWI
$32B
$3.19M 0.04%
27,146
+280
+1% +$33.6K
D icon
271
Dominion Energy
D
$62B
$3.14M 0.04%
58,344
-1,798
-3% -$103K
APD icon
272
Air Products & Chemicals
APD
$65.5B
$3.13M 0.04%
10,798
+4,284
+66% +$1.35M
VCIT icon
273
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$3.09M 0.04%
38,516
+15,064
+64% +$1.23M
UBER icon
274
Uber
UBER
$145B
$3.08M 0.04%
51,038
+33,539
+192% +$2.39M
HPQ icon
275
HP
HPQ
$26B
$3.06M 0.04%
93,777
-1,268
-1% -$45.6K
9 10
11
12 13

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.