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
$8.17B
AUM Growth
+$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$32.2M
3
+$19.9M
4
GPN icon
Global Payments
GPN
+$18.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.7M

Top Sells

1
+$18M
2
+$17.4M
3
+$11.3M
4
HD icon
Home Depot
HD
+$7.38M
5
RBC icon
RBC Bearings
RBC
+$6.49M

Sector Composition

1 Industrials 11.26%
2 Technology 11.17%
3 Financials 9.8%
4 Consumer Staples 8.74%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VB icon
251
Vanguard Small-Cap ETF
VB
$67B
$3.43M 0.04%
14,479
+154
TT icon
252
Trane Technologies
TT
$96.3B
$3.42M 0.04%
7,821
+1,113
SGOL icon
253
abrdn Physical Gold Shares ETF
SGOL
$6.48B
$3.41M 0.04%
108,250
-1,166
MFC icon
254
Manulife Financial
MFC
$56.3B
$3.41M 0.04%
106,722
+9,640
MDT icon
255
Medtronic
MDT
$118B
$3.4M 0.04%
39,028
-3,183
JKHY icon
256
Jack Henry & Associates
JKHY
$11.7B
$3.39M 0.04%
18,838
+344
FCX icon
257
Freeport-McMoran
FCX
$57.2B
$3.39M 0.04%
78,134
+5,674
CCEP icon
258
Coca-Cola Europacific Partners
CCEP
$41.2B
$3.35M 0.04%
36,171
+1,362
SCHD icon
259
Schwab US Dividend Equity ETF
SCHD
$69.9B
$3.35M 0.04%
126,348
+36,051
KMI icon
260
Kinder Morgan
KMI
$59.1B
$3.32M 0.04%
113,028
+14,341
FTNT icon
261
Fortinet
FTNT
$62.7B
$3.29M 0.04%
31,133
+279
ASML icon
262
ASML
ASML
$395B
$3.24M 0.04%
4,039
+3,098
IEF icon
263
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$3.23M 0.04%
33,713
-4,525
TW icon
264
Tradeweb Markets
TW
$23.3B
$3.18M 0.04%
21,714
-1,426
DFAS icon
265
Dimensional US Small Cap ETF
DFAS
$11.2B
$3.17M 0.04%
49,805
+20,416
SHW icon
266
Sherwin-Williams
SHW
$84.3B
$3.16M 0.04%
9,201
+19
SBAC icon
267
SBA Communications
SBAC
$21B
$3.1M 0.04%
13,214
-2,268
XLU icon
268
Utilities Select Sector SPDR Fund
XLU
$22B
$3.1M 0.04%
37,980
+8,619
BAP icon
269
Credicorp
BAP
$20.6B
$3.1M 0.04%
13,850
+830
DOW icon
270
Dow Inc
DOW
$15.8B
$3.09M 0.04%
116,671
+4,632
COO icon
271
Cooper Companies
COO
$13.9B
$3.08M 0.04%
43,294
+1,610
TGT icon
272
Target
TGT
$41.5B
$3.08M 0.04%
31,185
-5,054
AJG icon
273
Arthur J. Gallagher & Co
AJG
$64.2B
$3.06M 0.04%
9,556
-102
WZRD
274
Opportunistic Trader ETF
WZRD
$18.6M
$3.01M 0.04%
+120,000
ELV icon
275
Elevance Health
ELV
$70.6B
$3M 0.04%
7,703
-251
9 10
11
12 13