SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.17B
AUM Growth
+$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$29.8M
3
+$18.7M
4
GPN icon
Global Payments
GPN
+$18.6M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.2M

Top Sells

1
+$17.6M
2
+$17.6M
3
+$11.2M
4
HD icon
Home Depot
HD
+$7.28M
5
BFC icon
Bank First Corp
BFC
+$5.99M

Sector Composition

1 Industrials 11.26%
2 Technology 11.17%
3 Financials 9.8%
4 Consumer Staples 8.74%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEP icon
351
American Electric Power
AEP
$70B
$2.04M 0.03%
19,646
+206
CR icon
352
Crane Co
CR
$11.7B
$2.04M 0.02%
10,726
+154
AMP icon
353
Ameriprise Financial
AMP
$43.1B
$2.03M 0.02%
3,794
+1,034
EPD icon
354
Enterprise Products Partners
EPD
$78.6B
$2.01M 0.02%
64,930
+24,558
BIIB icon
355
Biogen
BIIB
$28.2B
$2.01M 0.02%
15,965
-1,963
ROP icon
356
Roper Technologies
ROP
$35.8B
$1.99M 0.02%
3,517
-174
IYE icon
357
iShares US Energy ETF
IYE
$1.41B
$1.99M 0.02%
44,061
+152
ANET icon
358
Arista Networks
ANET
$167B
$1.99M 0.02%
19,412
+40
SPTB
359
State Street SPDR Portfolio Treasury ETF
SPTB
$153M
$1.95M 0.02%
63,804
-4,481
CME icon
360
CME Group
CME
$111B
$1.91M 0.02%
6,930
-145
IWY icon
361
iShares Russell Top 200 Growth ETF
IWY
$15.6B
$1.91M 0.02%
7,737
+701
KKR icon
362
KKR & Co
KKR
$90.2B
$1.89M 0.02%
14,222
-11,423
QINT icon
363
American Century Quality Diversified International ETF
QINT
$546M
$1.88M 0.02%
32,240
-2,614
MKL icon
364
Markel Group
MKL
$26.3B
$1.87M 0.02%
937
ISRG icon
365
Intuitive Surgical
ISRG
$179B
$1.86M 0.02%
3,431
-61
ROST icon
366
Ross Stores
ROST
$65.2B
$1.86M 0.02%
14,551
-2,593
ITT icon
367
ITT
ITT
$17.8B
$1.86M 0.02%
11,836
+150
CBRE icon
368
CBRE Group
CBRE
$43.4B
$1.85M 0.02%
13,174
+10
VLO icon
369
Valero Energy
VLO
$61.2B
$1.84M 0.02%
13,696
+2,312
AGYS icon
370
Agilysys
AGYS
$2.21B
$1.83M 0.02%
15,978
+5,722
EME icon
371
Emcor
EME
$36.4B
$1.83M 0.02%
3,415
+1,270
IGSB icon
372
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.5B
$1.83M 0.02%
34,588
+5,724
HDB icon
373
HDFC Bank
HDB
$170B
$1.78M 0.02%
46,370
-8,226
ENSG icon
374
The Ensign Group
ENSG
$12.2B
$1.75M 0.02%
11,323
+391
IBTO icon
375
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$433M
$1.75M 0.02%
71,224
-5,421
13 14
15
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