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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
NCLH icon
326
Norwegian Cruise Line
NCLH
$9.53B
$2.29M 0.03%
89,066
+858
+1% +$21.7K
BIIB icon
327
Biogen
BIIB
$30.9B
$2.29M 0.03%
14,954
+492
+3% +$83K
PAYX icon
328
Paychex
PAYX
$43.4B
$2.28M 0.03%
16,246
-1,407
-8% -$200K
IWV icon
329
iShares Russell 3000 ETF
IWV
$19.2B
$2.26M 0.03%
6,755
-38
-0.6% -$12.8K
NUE icon
330
Nucor
NUE
$58.3B
$2.24M 0.03%
19,216
+141
+0.7% +$20.3K
FTGS icon
331
First Trust Growth Strength ETF
FTGS
$1.28B
$2.23M 0.03%
71,153
+14,348
+25% +$461K
MAS icon
332
Masco
MAS
$14.6B
$2.23M 0.03%
30,664
+1,939
+7% +$155K
BDX icon
333
Becton Dickinson
BDX
$46.4B
$2.22M 0.03%
9,778
+761
+8% +$176K
MTD icon
334
Mettler-Toledo International
MTD
$28.1B
$2.21M 0.03%
1,809
+41
+2% +$53.5K
VDE icon
335
Vanguard Energy ETF
VDE
$9.9B
$2.2M 0.03%
18,127
-7,822
-30% -$996K
SPLB icon
336
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
$2.19M 0.03%
98,396
-89,626
-48% -$2.07M
JAVA icon
337
JPMorgan Active Value ETF
JAVA
$6.74B
$2.19M 0.03%
34,530
-35,818
-51% -$2.35M
CWI icon
338
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.7B
$2.17M 0.03%
77,786
-32,513
-29% -$950K
PWR icon
339
Quanta Services
PWR
$84.2B
$2.16M 0.03%
6,846
-360
-5% -$116K
XLU icon
340
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$2.16M 0.03%
57,076
-50,248
-47% -$1.99M
BPMC
341
DELISTED
Blueprint Medicines
BPMC
$2.14M 0.03%
24,528
+481
+2% +$44.1K
VBR icon
342
Vanguard Small-Cap Value ETF
VBR
$37.2B
$2.13M 0.03%
10,744
-9,587
-47% -$1.97M
ICFI icon
343
ICF International
ICFI
$1.5B
$2.13M 0.03%
17,890
+358
+2% +$53.6K
PSX icon
344
Phillips 66
PSX
$82.9B
$2.13M 0.03%
18,712
-7,842
-30% -$998K
IVE icon
345
iShares S&P 500 Value ETF
IVE
$49.1B
$2.12M 0.03%
11,116
-716
-6% -$142K
KRE icon
346
State Street SPDR S&P Regional Banking ETF
KRE
$4.51B
$2.12M 0.03%
35,084
-35,459
-50% -$2.2M
ZBH icon
347
Zimmer Biomet
ZBH
$18.8B
$2.08M 0.03%
19,698
-586
-3% -$62.9K
LYB icon
348
LyondellBasell Industries
LYB
$19.5B
$2.07M 0.03%
+27,826
New +$2.34M
HYG icon
349
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$2.06M 0.03%
26,197
+2,670
+11% +$212K
RCKT icon
350
Rocket Pharmaceuticals
RCKT
$343M
$2.06M 0.03%
163,893
+68,389
+72% +$1.03M
12 13
14
15 16

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.