We are live on ! Find out more
SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
This Quarter Est. Return
-1.15%
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
$7.73B
AUM Growth
-$128M
Cap. Flow
+$61M
Cap. Flow %
0.79%
Top 10 Hldgs %
44.09%
Holding
945
New
71
Increased
407
Reduced
359
Closed
49

Top Buys

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$55.3M
2
BINC icon
BlackRock Flexible Income ETF
BINC
+$54.1M
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$49.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.4M
5
SO icon
Southern Company
SO
+$16.1M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$33.7M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$32.2M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$29.7M
4
KO icon
Coca-Cola
KO
+$18.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17M

Sector Composition

Rank Sector Weight
1 Industrials 13.18%
2 Technology 10.18%
3 Financials 9.92%
4 Consumer Staples 9.64%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAYX icon
301
Paychex
PAYX
$41.4B
$2.54M 0.03%
16,481
+235
+1% +$34.6K
HPQ icon
302
HP
HPQ
$24.6B
$2.53M 0.03%
91,217
-2,560
-3% -$81K
SCHD icon
303
Schwab US Dividend Equity ETF
SCHD
$103B
$2.52M 0.03%
90,297
+1,911
+2% +$53.3K
IAU icon
304
iShares Gold Trust
IAU
$63.8B
$2.52M 0.03%
42,797
-41,707
-49% -$2.26M
MGK icon
305
Vanguard Morningstar Mega Cap Growth ETF
MGK
$32.1B
$2.52M 0.03%
40,755
-2,480
-6% -$167K
AXSM icon
306
Axsome Therapeutics
AXSM
$12.1B
$2.51M 0.03%
21,553
+5,425
+34% +$618K
BKLN icon
307
Invesco Senior Loan ETF
BKLN
$6.97B
$2.5M 0.03%
120,880
+5,964
+5% +$125K
DEO icon
308
Diageo
DEO
$49.5B
$2.48M 0.03%
23,672
+11,505
+95% +$1.3M
BRTR icon
309
BlackRock Total Return ETF
BRTR
$731M
$2.46M 0.03%
+48,894
New +$2.44M
BIIB icon
310
Biogen
BIIB
$30.7B
$2.45M 0.03%
17,928
+2,974
+20% +$425K
SPNS
311
DELISTED
Sapiens International
SPNS
$2.43M 0.03%
89,565
+28,056
+46% +$757K
BAP icon
312
Credicorp
BAP
$32B
$2.42M 0.03%
13,020
+8,080
+164% +$1.5M
NUE icon
313
Nucor
NUE
$58.5B
$2.42M 0.03%
20,141
+925
+5% +$119K
BWXT icon
314
BWX Technologies
BWXT
$15.2B
$2.39M 0.03%
24,249
+5,964
+33% +$647K
XLF icon
315
State Street Financial Select Sector SPDR ETF
XLF
$56.8B
$2.39M 0.03%
47,982
+479
+1% +$24K
SPLB icon
316
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
$2.37M 0.03%
104,944
+6,548
+7% +$147K
FDX icon
317
FedEx
FDX
$73B
$2.37M 0.03%
9,711
+856
+10% +$222K
BDX icon
318
Becton Dickinson
BDX
$45.6B
$2.36M 0.03%
10,309
+531
+5% +$123K
BSV icon
319
Vanguard Short-Term Bond ETF
BSV
$44.7B
$2.36M 0.03%
30,111
-2,138
-7% -$166K
PICK icon
320
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.24B
$2.36M 0.03%
65,658
– –
VDE icon
321
Vanguard Energy ETF
VDE
$9.97B
$2.36M 0.03%
18,157
+30
+0.2% +$3.79K
BSX icon
322
Boston Scientific
BSX
$68.4B
$2.33M 0.03%
23,049
+5,602
+32% +$564K
PNC icon
323
PNC Financial Services
PNC
$99.2B
$2.32M 0.03%
13,215
-329
-2% -$62.1K
XLU icon
324
State Street Utilities Select Sector SPDR ETF
XLU
$23B
$2.32M 0.03%
58,722
+1,646
+3% +$64.3K
HYG icon
325
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$2.31M 0.03%
29,226
+3,029
+12% +$240K
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 Q1 2025 Portfolio in Review

As of Q1 2025, Synovus Financial held 945 positions worth $7.73B, down 1.6% from $7.86B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Synovus Financial's Q1 2025 filing shows 71 new, 407 increased, 359 reduced and 49 closed positions. Its largest new stake was BlackRock Flexible Income ETF: 1,033,134 shares worth $54.1M. The largest sale was iShares Russell 2000 ETF, an estimated $33.7M.

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

  • Synovus Financial's largest Q1 2025 buy was BlackRock Flexible Income ETF: 1,033,134 shares worth $54.1M.
  • Synovus Financial added most to iShares MSCI USA Quality Factor ETF in Q1 2025, an estimated $55.3M increase.
  • Synovus Financial's biggest Q1 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $33.7M.
  • Synovus Financial fully exited ICF International in Q1 2025, selling an estimated $2.13M.
  • Synovus Financial's ten largest holdings make up 44% of its $7.73B portfolio in Q1 2025.
  • Synovus Financial opened 71 new positions and closed 49 in Q1 2025.
  • Synovus Financial's portfolio value fell 1.6% quarter-over-quarter to $7.73B.

Based on Synovus Financial's 13F filing for Q1 2025, filed 14 May 2025.