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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
+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
RSG icon
276
Republic Services
RSG
$67.4B
$3.06M 0.04%
15,207
+974
+7% +$202K
NTRA icon
277
Natera
NTRA
$36.4B
$3.06M 0.04%
19,303
-4,497
-19% -$655K
SU icon
278
Suncor Energy
SU
$77.7B
$3.04M 0.04%
85,314
+3,943
+5% +$152K
ELV icon
279
Elevance Health
ELV
$81.5B
$3.02M 0.04%
8,180
-31
-0.4% -$13K
INFY icon
280
Infosys
INFY
$51B
$3M 0.04%
137,022
+2,070
+2% +$46.3K
MINT icon
281
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$3M 0.04%
29,895
-31,509
-51% -$3.17M
INTC icon
282
Intel
INTC
$413B
$2.99M 0.04%
149,254
-70,312
-32% -$1.58M
MGK icon
283
Vanguard Mega Cap Growth ETF
MGK
$31.3B
$2.97M 0.04%
43,235
-37,580
-47% -$2.53M
COO icon
284
Cooper Companies
COO
$14.2B
$2.95M 0.04%
32,075
+507
+2% +$51.6K
FTNT icon
285
Fortinet
FTNT
$112B
$2.89M 0.04%
30,634
+826
+3% +$73.5K
OSK icon
286
Oshkosh
OSK
$8.91B
$2.89M 0.04%
30,357
+106
+0.4% +$11.1K
SPTL icon
287
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$2.88M 0.04%
110,009
+71,793
+188% +$1.97M
VNQ icon
288
Vanguard Real Estate ETF
VNQ
$39.9B
$2.85M 0.04%
31,934
-8,883
-22% -$839K
JKHY icon
289
Jack Henry & Associates
JKHY
$11.4B
$2.84M 0.04%
16,195
+93
+0.6% +$16.6K
APA icon
290
APA Corp
APA
$13B
$2.81M 0.04%
121,505
+90,580
+293% +$2.12M
TT icon
291
Trane Technologies
TT
$98.8B
$2.79M 0.04%
7,545
-1,283
-15% -$509K
VTV icon
292
Vanguard Value ETF
VTV
$188B
$2.78M 0.04%
16,421
-14,428
-47% -$2.53M
CTAS icon
293
Cintas
CTAS
$86.6B
$2.75M 0.03%
15,030
-294
-2% -$61.8K
CCC
294
CCC Intelligent Solutions
CCC
$3.55B
$2.74M 0.03%
233,413
+5,009
+2% +$58K
SGOL icon
295
abrdn Physical Gold Shares ETF
SGOL
$6.9B
$2.72M 0.03%
108,554
-98,834
-48% -$2.51M
DVN icon
296
Devon Energy
DVN
$51.3B
$2.72M 0.03%
82,967
+44,870
+118% +$1.69M
DD icon
297
DuPont de Nemours
DD
$18.6B
$2.69M 0.03%
28,145
-964
-3% -$100K
SBAC icon
298
SBA Communications
SBAC
$19.8B
$2.69M 0.03%
13,213
-9
-0.1% -$2.03K
DGRO icon
299
iShares Core Dividend Growth ETF
DGRO
$42.8B
$2.68M 0.03%
43,659
-3,831
-8% -$242K
BAX icon
300
Baxter International
BAX
$12.8B
$2.67M 0.03%
91,566
+66,264
+262% +$2.23M
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 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.