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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
IGV icon
476
iShares Expanded Tech-Software Sector ETF
IGV
$12.7B
$1,000K 0.01%
9,984
– –
GLW icon
477
Corning
GLW
$119B
$998K 0.01%
20,988
+878
+4% +$41.6K
CADE
478
DELISTED
Cadence Bank
CADE
$996K 0.01%
28,899
+2,272
+9% +$79.9K
DLR icon
479
Digital Realty Trust
DLR
$69.7B
$992K 0.01%
5,592
-938
-14% -$166K
ET icon
480
Energy Transfer Partners
ET
$70.1B
$990K 0.01%
50,516
-34,014
-40% -$602K
STZ icon
481
Constellation Brands
STZ
$22.2B
$988K 0.01%
4,466
-274
-6% -$65.1K
GEV icon
482
GE Vernova
GEV
$264B
$978K 0.01%
2,973
-4,691
-61% -$1.47M
GIL icon
483
Gildan
GIL
$10.3B
$975K 0.01%
20,721
-20,077
-49% -$968K
SEIX icon
484
Virtus SEIX Senior Loan ETF
SEIX
$249M
$971K 0.01%
40,577
+5,419
+15% +$130K
TIP icon
485
iShares TIPS Bond ETF
TIP
$14.5B
$968K 0.01%
9,087
-1,333
-13% -$144K
MCK icon
486
McKesson
MCK
$100B
$965K 0.01%
1,690
-1,701
-50% -$953K
CCEP icon
487
Coca-Cola Europacific Partners
CCEP
$48.3B
$959K 0.01%
12,485
+329
+3% +$25.4K
KBR icon
488
KBR
KBR
$4.64B
$956K 0.01%
16,507
-7,116
-30% -$454K
PCAR icon
489
PACCAR
PCAR
$69.8B
$945K 0.01%
9,085
+186
+2% +$20.4K
RGEN icon
490
Repligen
RGEN
$7.96B
$941K 0.01%
+6,538
New +$938K
SPLV icon
491
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
$939K 0.01%
13,407
+508
+4% +$36.6K
IJJ icon
492
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$937K 0.01%
7,494
+28
+0.4% +$3.58K
GBCI icon
493
Glacier Bancorp
GBCI
$6.42B
$937K 0.01%
18,662
-13,822
-43% -$723K
ULTA icon
494
Ulta Beauty
ULTA
$22B
$930K 0.01%
2,139
-417
-16% -$162K
SW
495
Smurfit Westrock
SW
$24.1B
$930K 0.01%
17,258
-95
-0.5% -$4.84K
EME icon
496
Emcor
EME
$35.2B
$921K 0.01%
2,029
-325
-14% -$154K
VCYT icon
497
Veracyte
VCYT
$3.7B
$916K 0.01%
23,132
+267
+1% +$10.1K
SBCF icon
498
Seacoast Banking Corp of Florida
SBCF
$3.36B
$915K 0.01%
33,235
+539
+2% +$15.2K
GLOB icon
499
Globant
GLOB
$1.58B
$909K 0.01%
+4,238
New +$925K
ZTS icon
500
Zoetis
ZTS
$32.4B
$908K 0.01%
5,575
-789
-12% -$141K
18 19
20
21 22

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.