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
CTAS icon
326
Cintas
CTAS
$78.8B
$2.4M 0.03%
11,713
-227
TW icon
327
Tradeweb Markets
TW
$22.2B
$2.4M 0.03%
21,610
-104
NPO icon
328
Enpro
NPO
$5.09B
$2.39M 0.03%
10,596
-784
ISRG icon
329
Intuitive Surgical
ISRG
$192B
$2.39M 0.03%
5,344
+1,913
NVS icon
330
Novartis
NVS
$275B
$2.39M 0.03%
18,589
+8,250
UL icon
331
Unilever
UL
$140B
$2.38M 0.03%
35,627
+162
BSX icon
332
Boston Scientific
BSX
$133B
$2.38M 0.03%
24,331
+520
BSV icon
333
Vanguard Short-Term Bond ETF
BSV
$42.5B
$2.36M 0.03%
29,883
-149
KRE icon
334
State Street SPDR S&P Regional Banking ETF
KRE
$4.06B
$2.36M 0.03%
37,224
-908
SHW icon
335
Sherwin-Williams
SHW
$88.3B
$2.35M 0.03%
6,798
-2,403
GILD icon
336
Gilead Sciences
GILD
$150B
$2.34M 0.03%
21,094
-12
YUM icon
337
Yum! Brands
YUM
$44.7B
$2.34M 0.03%
15,398
-139
VLO icon
338
Valero Energy
VLO
$56.3B
$2.33M 0.03%
13,706
+10
KMX icon
339
CarMax
KMX
$6.88B
$2.33M 0.03%
+51,895
VBR icon
340
Vanguard Small-Cap Value ETF
VBR
$34.3B
$2.33M 0.03%
11,113
+432
VRSK icon
341
Verisk Analytics
VRSK
$30.9B
$2.32M 0.03%
9,205
-13
CL icon
342
Colgate-Palmolive
CL
$68B
$2.31M 0.03%
28,913
+1
PSX icon
343
Phillips 66
PSX
$56.4B
$2.3M 0.03%
16,925
-909
AMLP icon
344
Alerian MLP ETF
AMLP
$10.9B
$2.29M 0.03%
48,823
+2,571
DYNF icon
345
BlackRock US Equity Factor Rotation ETF
DYNF
$31.3B
$2.28M 0.03%
38,569
+13,502
MAA icon
346
Mid-America Apartment Communities
MAA
$15.9B
$2.27M 0.03%
16,260
-999
SPSC icon
347
SPS Commerce
SPSC
$3.44B
$2.27M 0.03%
21,802
+2,173
DEO icon
348
Diageo
DEO
$49.7B
$2.27M 0.03%
23,783
-836
KEY icon
349
KeyCorp
KEY
$23.1B
$2.25M 0.03%
+120,522
DLN icon
350
WisdomTree US LargeCap Dividend Fund
DLN
$5.72B
$2.25M 0.03%
25,854
+18,484
12 13
14
15 16