SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
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
+$20.8M
2
+$10.8M
3
+$10.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.39M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.83M

Top Sells

1
+$10.3M
2
+$5.11M
3
+$5.08M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.77M
5
PBP icon
Invesco S&P 500 BuyWrite ETF
PBP
+$4.26M

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
SNA icon
451
Snap-on
SNA
$17.7B
$1.38M 0.02%
3,979
-9
NGVT icon
452
Ingevity
NGVT
$1.89B
$1.38M 0.02%
24,961
+3,472
CHDN icon
453
Churchill Downs
CHDN
$7.62B
$1.37M 0.02%
14,151
-77
NEM icon
454
Newmont
NEM
$101B
$1.37M 0.02%
16,260
+1,129
PODD icon
455
Insulet
PODD
$22.4B
$1.37M 0.02%
4,423
-15
IP icon
456
International Paper
IP
$20.7B
$1.35M 0.02%
29,166
+10
PYLD icon
457
PIMCO Multi Sector Bond Active ETF
PYLD
$9.53B
$1.33M 0.02%
49,593
+3,347
WELL icon
458
Welltower
WELL
$140B
$1.33M 0.02%
7,439
+395
UBSI icon
459
United Bankshares
UBSI
$5.25B
$1.32M 0.02%
35,583
+4,048
MTDR icon
460
Matador Resources
MTDR
$5.41B
$1.32M 0.02%
29,427
-149
MLM icon
461
Martin Marietta Materials
MLM
$37.4B
$1.32M 0.02%
2,094
-4
EFX icon
462
Equifax
EFX
$26B
$1.3M 0.01%
5,065
+42
OKLO
463
Oklo
OKLO
$13.8B
$1.3M 0.01%
11,619
+1,094
GM icon
464
General Motors
GM
$68.8B
$1.29M 0.01%
21,203
+199
MCK icon
465
McKesson
MCK
$107B
$1.29M 0.01%
1,668
+129
AEIS icon
466
Advanced Energy
AEIS
$7.78B
$1.28M 0.01%
7,515
-2,490
OLED icon
467
Universal Display
OLED
$5.61B
$1.26M 0.01%
8,776
+200
MEDI icon
468
Harbor Health Care ETF
MEDI
$24.2M
$1.26M 0.01%
+44,036
FDX icon
469
FedEx
FDX
$64.7B
$1.26M 0.01%
5,320
-1,786
GMED icon
470
Globus Medical
GMED
$12.2B
$1.24M 0.01%
21,676
-183
ITOT icon
471
iShares Core S&P Total US Stock Market ETF
ITOT
$80.1B
$1.24M 0.01%
8,493
-212
FLS icon
472
Flowserve
FLS
$9.05B
$1.24M 0.01%
23,248
+1,641
IJK icon
473
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.16B
$1.22M 0.01%
12,752
+100
EXP icon
474
Eagle Materials
EXP
$7.21B
$1.22M 0.01%
5,240
+188
BABA icon
475
Alibaba
BABA
$387B
$1.21M 0.01%
6,743
+24
17 18
19
20 21