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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
-1.15%
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
$7.73B
AUM Growth
-$128M
Cap. Flow
+$61M
Cap. Flow %
0.79%
Top 10 Hldgs %
44.09%
Holding
945
New
71
Increased
407
Reduced
359
Closed
49

Top Buys

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$55.3M
2
BINC icon
BlackRock Flexible Income ETF
BINC
+$54.1M
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$49.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.4M
5
SO icon
Southern Company
SO
+$16.1M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$33.7M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$32.2M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$29.7M
4
KO icon
Coca-Cola
KO
+$18.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17M

Sector Composition

Rank Sector Weight
1 Industrials 13.18%
2 Technology 10.18%
3 Financials 9.92%
4 Consumer Staples 9.64%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
376
Intuitive Surgical
ISRG
$126B
$1.73M 0.02%
3,492
+941
+37% +$520K
CBRE icon
377
CBRE Group
CBRE
$43.8B
$1.72M 0.02%
13,164
+721
+6% +$98K
SPGI icon
378
S&P Global
SPGI
$122B
$1.71M 0.02%
3,371
-6,765
-67% -$3.46M
NPO icon
379
Enpro
NPO
$6.61B
$1.66M 0.02%
10,291
+2,892
+39% +$519K
LEN icon
380
Lennar Class A
LEN
$20.2B
$1.65M 0.02%
14,365
-34,706
-71% -$4.33M
ADSK icon
381
Autodesk
ADSK
$49.6B
$1.64M 0.02%
6,281
-6,858
-52% -$1.95M
ALL icon
382
Allstate
ALL
$68.3B
$1.64M 0.02%
7,925
-231
-3% -$45K
MBB icon
383
iShares MBS ETF
MBB
$39.1B
$1.63M 0.02%
17,351
+905
+6% +$83.7K
CR icon
384
Crane Co
CR
$12.4B
$1.62M 0.02%
10,572
+1,500
+17% +$241K
BRK.A icon
385
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.6M 0.02%
2
– –
SLGN icon
386
Silgan Holdings
SLGN
$4.34B
$1.59M 0.02%
31,075
+8,354
+37% +$438K
SMH icon
387
VanEck Semiconductor ETF
SMH
$65B
$1.58M 0.02%
7,455
+902
+14% +$216K
BBWI icon
388
Bath & Body Works
BBWI
$4.02B
$1.58M 0.02%
51,947
+21,257
+69% +$753K
IP icon
389
International Paper
IP
$22.8B
$1.57M 0.02%
29,467
-227
-0.8% -$12.4K
HDV
390
iShares Core High Dividend ETF
HDV
$14.5B
$1.57M 0.02%
64,660
-3,280
-5% -$76.7K
MET icon
391
MetLife
MET
$62.5B
$1.57M 0.02%
19,494
-1,116
-5% -$92.8K
UBER icon
392
Uber
UBER
$143B
$1.54M 0.02%
21,122
-29,916
-59% -$2.16M
CHDN icon
393
Churchill Downs
CHDN
$5.76B
$1.53M 0.02%
13,745
+2,272
+20% +$272K
VBK icon
394
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.2B
$1.52M 0.02%
6,032
+431
+8% +$119K
CLX icon
395
Clorox
CLX
$11.7B
$1.51M 0.02%
10,283
-526
-5% -$80.3K
IGSB icon
396
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$1.51M 0.02%
28,864
+8,309
+40% +$432K
ITT icon
397
ITT
ITT
$17.3B
$1.51M 0.02%
11,686
+1,546
+15% +$220K
VLO icon
398
Valero Energy
VLO
$92.6B
$1.5M 0.02%
11,384
-3,654
-24% -$485K
ANET icon
399
Arista Networks
ANET
$215B
$1.5M 0.02%
19,372
-2,470
-11% -$250K
IWY icon
400
iShares Russell Top 200 Growth ETF
IWY
$15.7B
$1.48M 0.02%
7,036
-332
-5% -$76.4K
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 Q1 2025 Portfolio in Review

As of Q1 2025, Synovus Financial held 945 positions worth $7.73B, down 1.6% from $7.86B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Synovus Financial's Q1 2025 filing shows 71 new, 407 increased, 359 reduced and 49 closed positions. Its largest new stake was BlackRock Flexible Income ETF: 1,033,134 shares worth $54.1M. The largest sale was iShares Russell 2000 ETF, an estimated $33.7M.

By sector, the portfolio is most concentrated in Industrials at 13% of assets, down from 14% a quarter earlier, followed by Technology and Financials.

  • Synovus Financial's largest Q1 2025 buy was BlackRock Flexible Income ETF: 1,033,134 shares worth $54.1M.
  • Synovus Financial added most to iShares MSCI USA Quality Factor ETF in Q1 2025, an estimated $55.3M increase.
  • Synovus Financial's biggest Q1 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $33.7M.
  • Synovus Financial fully exited ICF International in Q1 2025, selling an estimated $2.13M.
  • Synovus Financial's ten largest holdings make up 44% of its $7.73B portfolio in Q1 2025.
  • Synovus Financial opened 71 new positions and closed 49 in Q1 2025.
  • Synovus Financial's portfolio value fell 1.6% quarter-over-quarter to $7.73B.

Based on Synovus Financial's 13F filing for Q1 2025, filed 14 May 2025.