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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
NWL icon
401
Newell Brands
NWL
$2.21B
$1.48M 0.02%
+148,322
New +$1.35M
AMP icon
402
Ameriprise Financial
AMP
$47.8B
$1.48M 0.02%
2,772
-40
-1% -$21.3K
ETHE
403
Grayscale Ethereum Staking ETF Shares
ETHE
$1.53B
$1.47M 0.02%
52,497
+1,000
+2% +$25.8K
SUM
404
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
$1.45M 0.02%
28,689
+445
+2% +$20.8K
IBB icon
405
iShares Biotechnology ETF
IBB
$9.45B
$1.45M 0.02%
10,954
+177
+2% +$24.9K
ITT icon
406
ITT
ITT
$17.1B
$1.45M 0.02%
10,140
+137
+1% +$20.5K
CTSH icon
407
Cognizant
CTSH
$25.2B
$1.45M 0.02%
18,821
-193
-1% -$15.1K
XLY icon
408
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
$1.43M 0.02%
12,762
-1,978
-13% -$212K
CNI icon
409
Canadian National Railway
CNI
$78.5B
$1.41M 0.02%
13,840
-33
-0.2% -$3.61K
CR icon
410
Crane Co
CR
$11.9B
$1.38M 0.02%
9,072
+114
+1% +$18.8K
SPSK icon
411
SP Funds Dow Jones Global Sukuk ETF
SPSK
$649M
$1.37M 0.02%
76,930
+49,847
+184% +$903K
AXSM icon
412
Axsome Therapeutics
AXSM
$11.7B
$1.36M 0.02%
16,128
+278
+2% +$25.6K
ING icon
413
ING
ING
$92.9B
$1.36M 0.02%
86,964
+43
+0% +$699
BRK.A icon
414
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.36M 0.02%
2
– –
MTUM icon
415
iShares MSCI USA Momentum Factor ETF
MTUM
$23.6B
$1.35M 0.02%
6,548
+38
+0.6% +$7.96K
ISRG icon
416
Intuitive Surgical
ISRG
$127B
$1.33M 0.02%
2,551
-21
-0.8% -$10.9K
REGN icon
417
Regeneron Pharmaceuticals
REGN
$72.9B
$1.32M 0.02%
1,848
-33
-2% -$27.7K
DHI icon
418
D.R. Horton
DHI
$41.2B
$1.32M 0.02%
9,409
-879
-9% -$147K
SNA icon
419
Snap-on
SNA
$21.5B
$1.31M 0.02%
3,858
-321
-8% -$108K
AEP icon
420
American Electric Power
AEP
$70.4B
$1.31M 0.02%
14,177
+78
+0.6% +$7.55K
LULU icon
421
lululemon athletica
LULU
$13.5B
$1.3M 0.02%
3,410
-781
-19% -$255K
MTDR icon
422
Matador Resources
MTDR
$6.04B
$1.3M 0.02%
23,103
+350
+2% +$19.3K
TROW icon
423
T. Rowe Price
TROW
$25.5B
$1.3M 0.02%
11,461
-15
-0.1% -$1.74K
TECH icon
424
Bio-Techne
TECH
$11.2B
$1.29M 0.02%
17,971
+4,748
+36% +$349K
OTIS icon
425
Otis Worldwide
OTIS
$27.9B
$1.29M 0.02%
13,971
-153
-1% -$15.3K
15 16
17
18 19

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.