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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
IEI icon
26
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$42.8M 0.55%
370,810
+9,643
+3% +$1.13M
GVI icon
27
iShares Intermediate Government/Credit Bond ETF
GVI
$3.72B
$42M 0.53%
403,133
+17,792
+5% +$1.87M
XOM icon
28
ExxonMobil
XOM
$651B
$38.2M 0.49%
355,460
-315,916
-47% -$37M
META icon
29
Meta Platforms (Facebook)
META
$1.51T
$37.9M 0.48%
64,659
-7,584
-10% -$4.45M
EFA icon
30
iShares MSCI EAFE ETF
EFA
$76.4B
$37M 0.47%
489,178
-26,538
-5% -$2.1M
COST icon
31
Costco
COST
$415B
$34.7M 0.44%
37,817
+724
+2% +$672K
V icon
32
Visa
V
$677B
$33M 0.42%
104,516
-9,344
-8% -$2.81M
JNJ icon
33
Johnson & Johnson
JNJ
$635B
$32.8M 0.42%
226,889
-14,357
-6% -$2.22M
CVX icon
34
Chevron
CVX
$388B
$31.8M 0.4%
219,605
-3,968
-2% -$607K
VOO icon
35
Vanguard S&P 500 ETF
VOO
$968B
$31.4M 0.4%
58,303
-49,340
-46% -$26.7M
JEPI icon
36
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$30.9M 0.39%
537,426
-42,127
-7% -$2.5M
GOOG icon
37
Alphabet (Google) Class C
GOOG
$3.9T
$30.3M 0.39%
158,929
-2,946
-2% -$520K
MCD icon
38
McDonald's
MCD
$188B
$29.4M 0.37%
101,317
-2,462
-2% -$734K
IEMG icon
39
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$28.7M 0.36%
548,857
+309,517
+129% +$17.1M
PG icon
40
Procter & Gamble
PG
$343B
$28.4M 0.36%
169,393
-15,741
-9% -$2.68M
DVY icon
41
iShares Select Dividend ETF
DVY
$24B
$28.1M 0.36%
214,014
+69
+0% +$9.4K
LMT icon
42
Lockheed Martin
LMT
$134B
$27.8M 0.35%
57,224
-6,378
-10% -$3.48M
ORCL icon
43
Oracle
ORCL
$331B
$27.5M 0.35%
164,930
-9,715
-6% -$1.73M
MRK icon
44
Merck
MRK
$324B
$26.3M 0.33%
263,984
-60,997
-19% -$6.29M
VFH icon
45
Vanguard Financials ETF
VFH
$13.3B
$25.6M 0.33%
216,909
-226,313
-51% -$26.8M
UNH icon
46
UnitedHealth
UNH
$382B
$24.9M 0.32%
49,296
-817
-2% -$464K
QGRO icon
47
American Century US Quality Growth ETF
QGRO
$1.98B
$23.7M 0.3%
237,520
+41
+0% +$4.03K
CSCO icon
48
Cisco
CSCO
$450B
$23.7M 0.3%
400,249
-14,712
-4% -$840K
COWZ icon
49
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$23.2M 0.3%
410,748
-114,704
-22% -$6.72M
WMT icon
50
Walmart Inc
WMT
$871B
$23.2M 0.3%
256,577
-69,968
-21% -$6.07M
1
2
3 4 5

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.