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Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
This Quarter Est. Return
+7.61%
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
$8.63B
AUM Growth
+$1.06B
Cap. Flow
+$501M
Cap. Flow %
5.81%
Top 10 Hldgs %
42.93%
Holding
942
New
102
Increased
504
Reduced
266
Closed
27

Top Buys

Rank Stock Value
1
SO icon
Southern Company
SO
+$110M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$41.9M
3
XOM icon
ExxonMobil
XOM
+$34.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.4M
5
GPC icon
Genuine Parts
GPC
+$26.6M

Top Sells

Rank Stock Value
1
KO icon
Coca-Cola
KO
+$79.1M
2
GPN icon
Global Payments
GPN
+$42.3M
3
RTX icon
RTX Corp
RTX
+$14.2M
4
AFL icon
Aflac
AFL
+$11.6M
5
AAPL icon
Apple
AAPL
+$11.3M

Sector Composition

Rank Sector Weight
1 Industrials 12.95%
2 Technology 11.09%
3 Consumer Staples 9.48%
4 Financials 9.01%
5 Healthcare 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BUFD icon
276
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.92B
$3.48M 0.04%
139,138
+24,955
+22% +$613K
COO icon
277
Cooper Companies
COO
$14.2B
$3.48M 0.04%
31,568
+4,987
+19% +$485K
D icon
278
Dominion Energy
D
$62B
$3.48M 0.04%
60,142
-8,934
-13% -$488K
USB icon
279
US Bancorp
USB
$97.9B
$3.44M 0.04%
75,156
+8,272
+12% +$363K
TT icon
280
Trane Technologies
TT
$98.8B
$3.43M 0.04%
8,828
+1,271
+17% +$441K
EWY icon
281
iShares MSCI South Korea ETF
EWY
$20.1B
$3.43M 0.04%
53,623
+1,879
+4% +$122K
DT icon
282
Dynatrace
DT
$12.7B
$3.43M 0.04%
64,093
+13,957
+28% +$664K
IVW icon
283
iShares S&P 500 Growth ETF
IVW
$70.5B
$3.42M 0.04%
35,731
-2,779
-7% -$257K
HPQ icon
284
HP
HPQ
$26B
$3.41M 0.04%
95,045
+218
+0.2% +$7.68K
CWI icon
285
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.7B
$3.36M 0.04%
110,299
+30,515
+38% +$885K
VRSK icon
286
Verisk Analytics
VRSK
$27.9B
$3.35M 0.04%
12,519
-3,386
-21% -$917K
VCLT icon
287
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$3.35M 0.04%
41,236
+24,573
+147% +$1.94M
CALF icon
288
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.75B
$3.35M 0.04%
71,956
+57,665
+404% +$2.6M
RYAN icon
289
Ryan Specialty Holdings
RYAN
$6.02B
$3.31M 0.04%
49,790
-5,333
-10% -$333K
DIA icon
290
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
$3.3M 0.04%
7,800
+2,691
+53% +$1.09M
KBWB icon
291
Invesco KBW Bank ETF
KBWB
$6.72B
$3.29M 0.04%
56,213
-282
-0.5% -$16.1K
FMC icon
292
FMC
FMC
$1.25B
$3.29M 0.04%
49,892
+22,612
+83% +$1.38M
AVLV icon
293
Avantis US Large Cap Value ETF
AVLV
$17.8B
$3.27M 0.04%
49,661
+25,627
+107% +$1.63M
CL icon
294
Colgate-Palmolive
CL
$74.8B
$3.27M 0.04%
31,467
-8,039
-20% -$819K
ROP icon
295
Roper Technologies
ROP
$40.4B
$3.26M 0.04%
5,867
+961
+20% +$528K
EW icon
296
Edwards Lifesciences
EW
$49.4B
$3.26M 0.04%
49,385
-13,938
-22% -$1.01M
DD icon
297
DuPont de Nemours
DD
$18.6B
$3.26M 0.04%
29,109
+721
+3% +$73.4K
ANSS
298
DELISTED
Ansys
ANSS
$3.23M 0.04%
10,149
-14,317
-59% -$4.55M
MSCI icon
299
MSCI
MSCI
$42.4B
$3.22M 0.04%
5,517
-285
-5% -$155K
ACWI icon
300
iShares MSCI ACWI ETF
ACWI
$32B
$3.21M 0.04%
26,866
-85,045
-76% -$9.74M
10 11
12
13 14

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 Q3 2024 Portfolio in Review

As of Q3 2024, Synovus Financial held 942 positions worth $8.63B, up 14% from $7.57B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Synovus Financial deployed $501M of net new capital in Q3 2024, opening 102 new positions and adding to 504 existing holdings. Its largest new stake was AerCap: 33,160 shares worth $3.14M.

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

On the sell side, the largest reduction was Coca-Cola, an estimated $79.1M trimmed.

  • Synovus Financial's largest Q3 2024 buy was AerCap: 33,160 shares worth $3.14M.
  • Synovus Financial added most to Southern Company in Q3 2024, an estimated $110M increase.
  • Synovus Financial's biggest Q3 2024 reduction was Coca-Cola, cutting an estimated $79.1M.
  • Synovus Financial fully exited Corpay in Q3 2024, selling an estimated $1.94M.
  • Synovus Financial's ten largest holdings make up 43% of its $8.63B portfolio in Q3 2024.
  • Synovus Financial opened 102 new positions and closed 27 in Q3 2024.
  • Synovus Financial's portfolio value rose 14% quarter-over-quarter to $8.63B.

Based on Synovus Financial's 13F filing for Q3 2024, filed 14 Nov 2024.