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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
WSM icon
426
Williams-Sonoma
WSM
$27.5B
$1.29M 0.02%
6,969
+76
+1% +$12.1K
VXF icon
427
Vanguard Extended Market ETF
VXF
$30B
$1.28M 0.02%
6,761
-5,331
-44% -$1.03M
PYLD icon
428
PIMCO Multi Sector Bond Active ETF
PYLD
$15B
$1.28M 0.02%
49,531
-42,387
-46% -$1.11M
UYG icon
429
ProShares Ultra Financials
UYG
$819M
$1.28M 0.02%
15,000
– –
HACK icon
430
Amplify Cybersecurity ETF
HACK
$2.6B
$1.28M 0.02%
17,168
– –
EFX icon
431
Equifax
EFX
$22B
$1.28M 0.02%
5,011
-1,173
-19% -$314K
NPO icon
432
Enpro
NPO
$6.26B
$1.28M 0.02%
7,399
-6,573
-47% -$1.11M
VOE icon
433
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.9B
$1.27M 0.02%
7,853
-7,689
-49% -$1.3M
EPD icon
434
Enterprise Products Partners
EPD
$83.7B
$1.26M 0.02%
40,153
-9,987
-20% -$307K
JBL icon
435
Jabil
JBL
$30.1B
$1.26M 0.02%
8,750
-9,306
-52% -$1.22M
WAB icon
436
Wabtec
WAB
$49.3B
$1.25M 0.02%
6,614
-110
-2% -$21.3K
CRWS icon
437
Crown Crafts
CRWS
$31.6M
$1.25M 0.02%
278,592
+479
+0.2% +$2.21K
STT icon
438
State Street
STT
$48.4B
$1.25M 0.02%
12,696
-625
-5% -$59.2K
MU icon
439
Micron Technology
MU
$835B
$1.24M 0.02%
14,750
-7,109
-33% -$723K
GM icon
440
General Motors
GM
$80.9B
$1.24M 0.02%
23,246
-22,557
-49% -$1.18M
KKR icon
441
KKR & Co
KKR
$89.1B
$1.23M 0.02%
8,309
+110
+1% +$16.1K
TXRH icon
442
Texas Roadhouse
TXRH
$13.7B
$1.23M 0.02%
6,811
+100
+1% +$18.8K
PHM icon
443
Pultegroup
PHM
$25.2B
$1.22M 0.02%
11,219
-349
-3% -$45.3K
NVS icon
444
Novartis
NVS
$302B
$1.21M 0.02%
12,453
-6,704
-35% -$715K
GMED icon
445
Globus Medical
GMED
$11.1B
$1.2M 0.02%
14,544
+233
+2% +$18.4K
VMI icon
446
Valmont Industries
VMI
$8.81B
$1.2M 0.02%
3,899
+62
+2% +$20K
FLOT icon
447
iShares Floating Rate Bond ETF
FLOT
$10.2B
$1.19M 0.02%
23,473
+1,348
+6% +$68.7K
BBWI icon
448
Bath & Body Works
BBWI
$3.97B
$1.19M 0.02%
30,690
-1,755
-5% -$58.7K
ESI icon
449
Element Solutions
ESI
$8.48B
$1.19M 0.02%
46,640
+1,354
+3% +$36.6K
SLGN icon
450
Silgan Holdings
SLGN
$4.51B
$1.18M 0.02%
22,721
+368
+2% +$19.6K
16 17
18
19 20

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.