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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
FTCS icon
301
First Trust Capital Strength ETF
FTCS
$8.05B
$2.65M 0.03%
30,152
+245
+0.8% +$22.3K
JMST icon
302
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$2.65M 0.03%
52,192
-60,414
-54% -$3.07M
FCX icon
303
Freeport-McMoran
FCX
$86.2B
$2.63M 0.03%
68,964
-39,271
-36% -$1.76M
EWY icon
304
iShares MSCI South Korea ETF
EWY
$20.1B
$2.63M 0.03%
51,611
-2,012
-4% -$117K
KMI icon
305
Kinder Morgan
KMI
$70.9B
$2.62M 0.03%
95,592
-8,026
-8% -$209K
PNC icon
306
PNC Financial Services
PNC
$99.1B
$2.61M 0.03%
13,544
-688
-5% -$135K
MPWR icon
307
Monolithic Power Systems
MPWR
$61.4B
$2.6M 0.03%
4,388
-185
-4% -$134K
XLV icon
308
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$2.56M 0.03%
18,615
-4,096
-18% -$599K
RTO icon
309
Rentokil
RTO
$14.8B
$2.55M 0.03%
100,858
-89,167
-47% -$2.26M
DLB icon
310
Dolby
DLB
$4.97B
$2.52M 0.03%
32,235
+173
+0.5% +$13.2K
IBTH icon
311
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
$2.51M 0.03%
113,215
-44,452
-28% -$991K
CL icon
312
Colgate-Palmolive
CL
$74.8B
$2.5M 0.03%
27,446
-4,021
-13% -$384K
BSV icon
313
Vanguard Short-Term Bond ETF
BSV
$44.7B
$2.49M 0.03%
32,249
-23,005
-42% -$1.79M
FDX icon
314
FedEx
FDX
$73B
$2.49M 0.03%
8,855
-6,081
-41% -$1.7M
BKLN icon
315
Invesco Senior Loan ETF
BKLN
$6.96B
$2.42M 0.03%
114,916
+24,652
+27% +$520K
SCHD icon
316
Schwab US Dividend Equity ETF
SCHD
$104B
$2.41M 0.03%
88,386
-39,165
-31% -$1.11M
ANET icon
317
Arista Networks
ANET
$199B
$2.41M 0.03%
21,842
-610
-3% -$62.7K
QLYS icon
318
Qualys
QLYS
$4.76B
$2.37M 0.03%
16,902
+130
+0.8% +$18.1K
JAZZ icon
319
Jazz Pharmaceuticals
JAZZ
$16.1B
$2.37M 0.03%
19,206
+100
+0.5% +$11.8K
SPYG icon
320
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.4B
$2.36M 0.03%
26,892
-9,982
-27% -$862K
ROST icon
321
Ross Stores
ROST
$80.8B
$2.36M 0.03%
15,619
-451
-3% -$66.3K
POOL icon
322
Pool Corp
POOL
$7.05B
$2.35M 0.03%
6,886
+113
+2% +$41.2K
PICK icon
323
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.16B
$2.3M 0.03%
65,658
– –
XLF icon
324
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$2.3M 0.03%
47,503
-33,075
-41% -$1.6M
LNTH icon
325
Lantheus
LNTH
$6.51B
$2.29M 0.03%
25,639
+3,038
+13% +$296K
11 12
13
14 15

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.