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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
PH icon
351
Parker-Hannifin
PH
$120B
$2.06M 0.03%
3,234
-183
-5% -$121K
BWXT icon
352
BWX Technologies
BWXT
$14.4B
$2.04M 0.03%
18,285
-3,964
-18% -$484K
HAL icon
353
Halliburton
HAL
$26.1B
$2.03M 0.03%
74,833
-58,760
-44% -$1.72M
FCN icon
354
FTI Consulting
FCN
$5.14B
$2.03M 0.03%
10,622
+5,912
+126% +$1.22M
DIA icon
355
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
$2.03M 0.03%
4,766
-3,034
-39% -$1.31M
PPA icon
356
Invesco Aerospace & Defense ETF
PPA
$8.07B
$2.03M 0.03%
17,653
+1,122
+7% +$132K
MSI icon
357
Motorola Solutions
MSI
$72.1B
$2.02M 0.03%
4,375
-2,013
-32% -$955K
IYE icon
358
iShares US Energy ETF
IYE
$1.72B
$1.99M 0.03%
43,745
+796
+2% +$38.2K
NVR icon
359
NVR
NVR
$17.1B
$1.99M 0.03%
242
-3
-1% -$27.3K
ATO icon
360
Atmos Energy
ATO
$29.7B
$1.96M 0.02%
14,062
+55
+0.4% +$7.82K
ENTG icon
361
Entegris
ENTG
$16.3B
$1.94M 0.02%
19,577
-18,676
-49% -$1.97M
CDW icon
362
CDW
CDW
$18.9B
$1.93M 0.02%
11,070
-633
-5% -$123K
LRCX icon
363
Lam Research
LRCX
$316B
$1.91M 0.02%
26,468
-4,242
-14% -$322K
ROP icon
364
Roper Technologies
ROP
$40.4B
$1.85M 0.02%
3,557
-2,310
-39% -$1.27M
VLO icon
365
Valero Energy
VLO
$89.5B
$1.84M 0.02%
15,038
-5,604
-27% -$750K
CI icon
366
Cigna
CI
$78.4B
$1.83M 0.02%
6,627
-367
-5% -$117K
CIBR icon
367
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.9B
$1.77M 0.02%
27,910
+5,482
+24% +$344K
DSGX icon
368
Descartes Systems
DSGX
$6.68B
$1.77M 0.02%
15,579
+225
+1% +$25.1K
CLX icon
369
Clorox
CLX
$12B
$1.76M 0.02%
10,809
-100
-0.9% -$16.4K
SPTB
370
State Street SPDR Portfolio Treasury ETF
SPTB
$288M
$1.75M 0.02%
+58,613
New +$1.78M
SPSC icon
371
SPS Commerce
SPSC
$2.55B
$1.74M 0.02%
9,430
+115
+1% +$21.6K
IWY icon
372
iShares Russell Top 200 Growth ETF
IWY
$15.2B
$1.73M 0.02%
7,368
+333
+5% +$76.5K
MET icon
373
MetLife
MET
$62.4B
$1.69M 0.02%
20,610
-2,110
-9% -$176K
QINT icon
374
American Century Quality Diversified International ETF
QINT
$654M
$1.68M 0.02%
35,087
-142
-0.4% -$7.07K
SPNS
375
DELISTED
Sapiens International
SPNS
$1.65M 0.02%
61,509
+1,256
+2% +$40.1K
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 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.