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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
TEAM icon
376
Atlassian
TEAM
$26.5B
$1.64M 0.02%
6,734
-13,228
-66% -$3.03M
MAR icon
377
Marriott International
MAR
$100B
$1.64M 0.02%
5,872
-12
-0.2% -$3.29K
CBRE icon
378
CBRE Group
CBRE
$43.3B
$1.63M 0.02%
12,443
+899
+8% +$118K
FPE icon
379
First Trust Preferred Securities and Income ETF
FPE
$6.3B
$1.63M 0.02%
92,139
+5,734
+7% +$103K
AMLP icon
380
Alerian MLP ETF
AMLP
$12.9B
$1.61M 0.02%
33,407
+3,792
+13% +$182K
MKL icon
381
Markel Group
MKL
$25.2B
$1.61M 0.02%
932
+500
+116% +$830K
GBTC icon
382
Grayscale Bitcoin Trust
GBTC
$9.54B
$1.6M 0.02%
21,645
+689
+3% +$45.4K
GILD icon
383
Gilead Sciences
GILD
$165B
$1.6M 0.02%
17,334
-19,931
-53% -$1.79M
IP icon
384
International Paper
IP
$22.6B
$1.6M 0.02%
29,694
-2
-0% -$107
SMH icon
385
VanEck Semiconductor ETF
SMH
$60.8B
$1.59M 0.02%
6,553
-905
-12% -$225K
ED icon
386
Consolidated Edison
ED
$41.4B
$1.58M 0.02%
17,756
-48
-0.3% -$4.73K
IBTO icon
387
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$476M
$1.58M 0.02%
+66,986
New +$1.62M
PLTR icon
388
Palantir
PLTR
$295B
$1.58M 0.02%
20,830
+2,932
+16% +$171K
ALL icon
389
Allstate
ALL
$70.6B
$1.57M 0.02%
8,156
-42
-0.5% -$8.15K
VBK icon
390
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.7B
$1.57M 0.02%
5,601
-4,893
-47% -$1.38M
CALF icon
391
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.75B
$1.56M 0.02%
35,481
-36,475
-51% -$1.69M
BSX icon
392
Boston Scientific
BSX
$68.4B
$1.56M 0.02%
17,447
-71
-0.4% -$6.25K
DEO icon
393
Diageo
DEO
$49.6B
$1.55M 0.02%
12,167
-201
-2% -$25.6K
DFEB icon
394
FT Vest US Equity Deep Buffer ETF February
DFEB
$456M
$1.55M 0.02%
36,215
-233
-0.6% -$9.87K
CME icon
395
CME Group
CME
$95.4B
$1.54M 0.02%
6,633
-480
-7% -$110K
CHDN icon
396
Churchill Downs
CHDN
$6.17B
$1.53M 0.02%
11,473
+1,092
+11% +$151K
HDV
397
iShares Core High Dividend ETF
HDV
$14.7B
$1.53M 0.02%
67,940
-1,465
-2% -$34.4K
FCNCA icon
398
First Citizens BancShares
FCNCA
$24.7B
$1.52M 0.02%
720
-21
-3% -$44K
MBB icon
399
iShares MBS ETF
MBB
$39.1B
$1.51M 0.02%
16,446
+876
+6% +$81.6K
HLN icon
400
Haleon
HLN
$45.3B
$1.49M 0.02%
156,467
+7,633
+5% +$74.7K
14 15
16
17 18

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.