SF
Synovus Financial Portfolio holdings
AUM
$8.17B
1-Year Return
14.09%
This Quarter Return
+6.39%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$10.1B
AUM Growth
+$613M
(+6.5%)
Cap. Flow
+$126M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
47.62%
Holding
890
New
59
Increased
500
Reduced
234
Closed
36
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$49.1M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$38.4M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$4.04M |
| 4 |
Icon
ICLR
|
+$3.61M |
| 5 |
Royalty Pharma
RPRX
|
+$3.34M |
Top Sells
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
+$11.9M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$8.33M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$7.07M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$6.68M |
| 5 |
Global Payments
GPN
|
+$6.59M |
Sector Composition
| 1 | Industrials | 14.18% |
| 2 | Technology | 8.56% |
| 3 | Consumer Staples | 8.2% |
| 4 | Financials | 7.66% |
| 5 | Healthcare | 5.33% |
