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
$3.58B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$17.9M
3 +$17.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$17M
5
SNV icon
Synovus
SNV
+$5.04M

Top Sells

1 +$27.7M
2 +$17.2M
3 +$16.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13.7M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.48M

Sector Composition

1 Consumer Staples 16.89%
2 Industrials 16.66%
3 Financials 8.55%
4 Technology 5.14%
5 Healthcare 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$443K 0.01%
7,859
+4,557
352
$441K 0.01%
11,388
353
$439K 0.01%
+20,000
354
$421K 0.01%
3,409
+2
355
$420K 0.01%
78,310
+75,103
356
$417K 0.01%
4,210
357
$410K 0.01%
13,236
+3,738
358
$407K 0.01%
12,117
+11,932
359
$399K 0.01%
2,051
+1,422
360
$398K 0.01%
9,374
361
$398K 0.01%
6,000
362
$395K 0.01%
7,654
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363
$392K 0.01%
21,374
-673
364
$389K 0.01%
16,064
+929
365
$387K 0.01%
10,737
+8,357
366
$384K 0.01%
4,732
+1,850
367
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368
$381K 0.01%
5,392
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369
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1,922
+1,774
370
$379K 0.01%
4,383
-15,660
371
$365K 0.01%
9,418
-2,800
372
$360K 0.01%
8,302
+1,374
373
$359K 0.01%
4,780
+3,441
374
$350K 0.01%
9,200
-4,525
375
$344K 0.01%
1,866