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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
+0.37%
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
$3.27B
AUM Growth
–
Cap. Flow
+$3.29B
Cap. Flow %
100.71%
Top 10 Hldgs %
50.95%
Holding
819
New
817
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
KO icon
Coca-Cola
KO
+$513M
2
TSS
Total System Services, Inc.
TSS
+$408M
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$172M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$145M
5
SNV
Synovus
SNV
+$122M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Staples 18.81%
2 Industrials 16.58%
3 Financials 8.43%
4 Technology 5.04%
5 Healthcare 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APD icon
351
Air Products & Chemicals
APD
$66.3B
$250K 0.01%
+2,982
New +$251K
ILF icon
352
iShares Latin America 40 ETF
ILF
$3.77B
$250K 0.01%
+6,795
New +$280K
BKLN icon
353
Invesco Senior Loan ETF
BKLN
$7.1B
$248K 0.01%
+10,000
New +$251K
FTC icon
354
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.31B
$248K 0.01%
+7,149
New +$246K
MON
355
DELISTED
Monsanto Co
MON
$248K 0.01%
+2,508
New +$263K
AMJ
356
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$245K 0.01%
+5,240
New +$243K
L icon
357
Loews
L
$24.3B
$236K 0.01%
+5,321
New +$238K
B
358
Barrick Mining
B
$62.2B
$235K 0.01%
+15,058
New +$305K
MBB icon
359
iShares MBS ETF
MBB
$39B
$235K 0.01%
+2,236
New +$239K
PZA icon
360
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.19B
$234K 0.01%
+9,800
New +$247K
QQQ icon
361
Invesco QQQ Trust
QQQ
$455B
$229K 0.01%
+3,210
New +$229K
TMO icon
362
Thermo Fisher Scientific
TMO
$211B
$229K 0.01%
+2,718
New +$226K
TBT icon
363
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$293M
$226K 0.01%
+3,126
New +$204K
OXY icon
364
Occidental Petroleum
OXY
$57B
$219K 0.01%
+2,568
New +$217K
ZBH icon
365
Zimmer Biomet
ZBH
$17.7B
$213K 0.01%
+2,947
New +$220K
MFC icon
366
Manulife Financial
MFC
$72.6B
$210K 0.01%
+13,085
New +$198K
OEF icon
367
iShares S&P 100 ETF
OEF
$19.8B
$208K 0.01%
+2,893
New +$210K
EMN icon
368
Eastman Chemical
EMN
$7.8B
$197K 0.01%
+2,812
New +$196K
FYX icon
369
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.36B
$197K 0.01%
+4,985
New +$193K
SHPG
370
DELISTED
Shire pic
SHPG
$190K 0.01%
+2,000
New +$187K
RPM icon
371
RPM International
RPM
$13.7B
$188K 0.01%
+5,879
New +$189K
WFM
372
DELISTED
Whole Foods Market Inc
WFM
$186K 0.01%
+3,620
New +$175K
XLU icon
373
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$185K 0.01%
+9,850
New +$193K
FE icon
374
FirstEnergy
FE
$28.9B
$184K 0.01%
+4,947
New +$208K
PHO icon
375
Invesco Water Resources ETF
PHO
$1.97B
$183K 0.01%
+8,259
New +$185K
13 14
15
16 17

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 Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Synovus Financial, which disclosed 819 positions worth $3.27B. Its ten largest holdings account for 51% of the portfolio.

Its largest position is Coca-Cola: 12,386,749 shares worth $497M.

By sector, the portfolio is most concentrated in Consumer Staples at 19% of assets, followed by Industrials and Financials.

  • Synovus Financial's largest Q2 2013 buy was Coca-Cola: 12,386,749 shares worth $497M.
  • Synovus Financial's ten largest holdings make up 51% of its $3.27B portfolio in Q2 2013.
  • Synovus Financial disclosed 819 positions in Q2 2013, its first 13F filing on record.

Based on Synovus Financial's 13F filing for Q2 2013, filed 6 Aug 2013.