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
$8.74B
AUM Growth
+$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$10.8M
3
+$10.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.39M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.83M

Top Sells

1
+$10.3M
2
+$5.11M
3
+$5.08M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.77M
5
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$4.26M

Sector Composition

1 Technology 11.67%
2 Industrials 11.04%
3 Financials 9.44%
4 Consumer Staples 7.65%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KKR icon
276
KKR & Co
KKR
$109B
$3.12M 0.04%
23,970
+9,748
IWB icon
277
iShares Russell 1000 ETF
IWB
$45.5B
$3.11M 0.04%
8,498
+6,988
KMI icon
278
Kinder Morgan
KMI
$60.8B
$3.09M 0.04%
109,154
-3,874
MTD icon
279
Mettler-Toledo International
MTD
$30.2B
$3.08M 0.04%
2,512
-9
CCC
280
CCC Intelligent Solutions
CCC
$4.77B
$3.01M 0.03%
329,957
+46,849
MINT icon
281
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$2.99M 0.03%
29,658
+1,408
CWI icon
282
SPDR MSCI ACWI ex-US ETF
CWI
$2.19B
$2.96M 0.03%
84,880
-755
COO icon
283
Cooper Companies
COO
$15.5B
$2.96M 0.03%
43,175
-119
JAVA icon
284
JPMorgan Active Value ETF
JAVA
$4.95B
$2.96M 0.03%
42,906
-1,508
DGRO icon
285
iShares Core Dividend Growth ETF
DGRO
$35.6B
$2.94M 0.03%
43,225
-1,297
PICK icon
286
iShares MSCI Global Metals & Mining Producers ETF
PICK
$886M
$2.92M 0.03%
65,658
ANET icon
287
Arista Networks
ANET
$165B
$2.9M 0.03%
19,920
+508
MFC icon
288
Manulife Financial
MFC
$59.3B
$2.9M 0.03%
93,057
-13,665
COP icon
289
ConocoPhillips
COP
$110B
$2.9M 0.03%
30,633
-383
TTE icon
290
TotalEnergies
TTE
$142B
$2.87M 0.03%
48,035
+241
NUE icon
291
Nucor
NUE
$36.5B
$2.86M 0.03%
21,135
+771
PPA icon
292
Invesco Aerospace & Defense ETF
PPA
$6.56B
$2.86M 0.03%
18,360
-109
VNQ icon
293
Vanguard Real Estate ETF
VNQ
$34.5B
$2.85M 0.03%
31,176
-379
RPRX icon
294
Royalty Pharma
RPRX
$17.1B
$2.84M 0.03%
80,581
-1,337
BBVA icon
295
Banco Bilbao Vizcaya Argentaria
BBVA
$123B
$2.84M 0.03%
147,393
+258
WZRD
296
Opportunistic Trader ETF
WZRD
$16.2M
$2.81M 0.03%
120,000
IVE icon
297
iShares S&P 500 Value ETF
IVE
$47.2B
$2.77M 0.03%
13,422
+843
RPM icon
298
RPM International
RPM
$13.8B
$2.77M 0.03%
23,508
-69
EW icon
299
Edwards Lifesciences
EW
$50.3B
$2.76M 0.03%
35,492
-783
NOBL icon
300
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$2.76M 0.03%
26,748
-816
10 11
12
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