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
$8.74B
AUM Growth
+$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1 +$20.1M
2 +$10.6M
3 +$9.7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.07M
5
MSFT icon
Microsoft
MSFT
+$7.67M

Top Sells

1 +$10.4M
2 +$5.28M
3 +$5.18M
4
SNPS icon
Synopsys
SNPS
+$4.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.61M

Sector Composition

1 Technology 11.67%
2 Industrials 11.04%
3 Financials 9.44%
4 Consumer Staples 7.65%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZBH icon
376
Zimmer Biomet
ZBH
$19.5B
$1.93M 0.02%
19,621
+1,430
BDX icon
377
Becton Dickinson
BDX
$50.2B
$1.93M 0.02%
10,301
+784
CI icon
378
Cigna
CI
$76.4B
$1.89M 0.02%
6,569
+233
VMI icon
379
Valmont Industries
VMI
$8.98B
$1.87M 0.02%
4,825
-450
AMP icon
380
Ameriprise Financial
AMP
$42.9B
$1.86M 0.02%
3,785
-9
IWV icon
381
iShares Russell 3000 ETF
IWV
$18.5B
$1.86M 0.02%
4,904
+34
VBK icon
382
Vanguard Small-Cap Growth ETF
VBK
$21.3B
$1.85M 0.02%
6,188
+330
SPHQ icon
383
Invesco S&P 500 Quality ETF
SPHQ
$16.8B
$1.84M 0.02%
25,155
+3,377
HDV
384
iShares Core High Dividend ETF
HDV
$13.7B
$1.84M 0.02%
15,021
+1,959
GBTC icon
385
Grayscale Bitcoin Trust
GBTC
$26.1B
$1.83M 0.02%
20,372
-169
ROP icon
386
Roper Technologies
ROP
$36B
$1.83M 0.02%
3,666
+149
SPTB
387
State Street SPDR Portfolio Treasury ETF
SPTB
$158M
$1.81M 0.02%
59,169
-4,635
ESI icon
388
Element Solutions
ESI
$8.55B
$1.8M 0.02%
71,554
-442
ADSK icon
389
Autodesk
ADSK
$52.1B
$1.79M 0.02%
5,639
+28
MKL icon
390
Markel Group
MKL
$26.1B
$1.79M 0.02%
937
CR icon
391
Crane Co
CR
$11.5B
$1.77M 0.02%
9,637
-1,089
UBER icon
392
Uber
UBER
$155B
$1.77M 0.02%
18,029
+1,444
RTO icon
393
Rentokil
RTO
$15.7B
$1.76M 0.02%
69,577
-155
RDVY icon
394
First Trust Rising Dividend Achievers ETF
RDVY
$20.7B
$1.72M 0.02%
25,585
+11,412
ALL icon
395
Allstate
ALL
$55.8B
$1.71M 0.02%
7,943
+21
MBB icon
396
iShares MBS ETF
MBB
$39.8B
$1.7M 0.02%
17,901
+1,471
BKLN icon
397
Invesco Senior Loan ETF
BKLN
$6.32B
$1.7M 0.02%
81,286
-20,056
JBL icon
398
Jabil
JBL
$28B
$1.69M 0.02%
7,798
-182
JAAA icon
399
Janus Henderson AAA CLO ETF
JAAA
$27.1B
$1.69M 0.02%
+33,183
AGYS icon
400
Agilysys
AGYS
$2.03B
$1.67M 0.02%
15,896
-82