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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
-1.15%
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
$7.73B
AUM Growth
-$128M
Cap. Flow
+$61M
Cap. Flow %
0.79%
Top 10 Hldgs %
44.09%
Holding
945
New
71
Increased
407
Reduced
359
Closed
49

Top Buys

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$55.3M
2
BINC icon
BlackRock Flexible Income ETF
BINC
+$54.1M
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$49.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.4M
5
SO icon
Southern Company
SO
+$16.1M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$33.7M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$32.2M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$29.7M
4
KO icon
Coca-Cola
KO
+$18.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17M

Sector Composition

Rank Sector Weight
1 Industrials 13.18%
2 Technology 10.18%
3 Financials 9.92%
4 Consumer Staples 9.64%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TROW icon
476
T. Rowe Price
TROW
$23.9B
$1.02M 0.01%
11,154
-307
-3% -$32.4K
MAS icon
477
Masco
MAS
$14.1B
$1.02M 0.01%
14,642
-16,022
-52% -$1.2M
CRWS icon
478
Crown Crafts
CRWS
$31.7M
$1.02M 0.01%
279,112
+520
+0.2% +$2.19K
TIP icon
479
iShares TIPS Bond ETF
TIP
$14.5B
$1.01M 0.01%
9,087
– –
DVN icon
480
Devon Energy
DVN
$52.1B
$1.01M 0.01%
26,947
-56,020
-68% -$1.99M
UCON icon
481
First Trust Smith Unconstrained Bond ETF
UCON
$3.27B
$1.01M 0.01%
40,694
-1,049
-3% -$25.9K
BUFZ icon
482
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.01B
$1.01M 0.01%
+42,773
New +$1.03M
WELL icon
483
Welltower
WELL
$169B
$997K 0.01%
6,508
+2,853
+78% +$407K
MELI icon
484
Mercado Libre
MELI
$95.2B
$997K 0.01%
510
-1,453
-74% -$2.88M
UBSI icon
485
United Bankshares
UBSI
$6.63B
$981K 0.01%
28,285
+5,840
+26% +$214K
GM icon
486
General Motors
GM
$80.4B
$978K 0.01%
20,787
-2,459
-11% -$121K
SBCF icon
487
Seacoast Banking Corp of Florida
SBCF
$3.36B
$975K 0.01%
37,877
+4,642
+14% +$127K
OEF icon
488
iShares S&P 100 ETF
OEF
$20.1B
$972K 0.01%
3,591
-35
-1% -$10.1K
MU icon
489
Micron Technology
MU
$930B
$972K 0.01%
11,179
-3,571
-24% -$343K
FV icon
490
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
$971K 0.01%
17,696
-657
-4% -$39K
UCB
491
United Community Banks
UCB
$4.24B
$970K 0.01%
34,497
+7,201
+26% +$225K
MCHP icon
492
Microchip Technology
MCHP
$40.3B
$970K 0.01%
20,028
-42,233
-68% -$2.35M
STAG icon
493
STAG Industrial
STAG
$7.38B
$963K 0.01%
26,650
+4,955
+23% +$173K
VRSN icon
494
VeriSign
VRSN
$26.2B
$956K 0.01%
3,767
– –
KIM icon
495
Kimco Realty
KIM
$17.2B
$951K 0.01%
44,797
+1,817
+4% +$39.7K
EHC icon
496
Encompass Health
EHC
$11B
$950K 0.01%
9,384
+869
+10% +$84.8K
SPHQ icon
497
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$947K 0.01%
14,272
-2,279
-14% -$156K
OLED icon
498
Universal Display
OLED
$3.68B
$944K 0.01%
6,770
+610
+10% +$91.1K
AEIS icon
499
Advanced Energy
AEIS
$11.6B
$943K 0.01%
9,896
+2,545
+35% +$291K
ET icon
500
Energy Transfer Partners
ET
$70.1B
$937K 0.01%
50,412
-104
-0.2% -$2.03K
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 Q1 2025 Portfolio in Review

As of Q1 2025, Synovus Financial held 945 positions worth $7.73B, down 1.6% from $7.86B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Synovus Financial's Q1 2025 filing shows 71 new, 407 increased, 359 reduced and 49 closed positions. Its largest new stake was BlackRock Flexible Income ETF: 1,033,134 shares worth $54.1M. The largest sale was iShares Russell 2000 ETF, an estimated $33.7M.

By sector, the portfolio is most concentrated in Industrials at 13% of assets, down from 14% a quarter earlier, followed by Technology and Financials.

  • Synovus Financial's largest Q1 2025 buy was BlackRock Flexible Income ETF: 1,033,134 shares worth $54.1M.
  • Synovus Financial added most to iShares MSCI USA Quality Factor ETF in Q1 2025, an estimated $55.3M increase.
  • Synovus Financial's biggest Q1 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $33.7M.
  • Synovus Financial fully exited ICF International in Q1 2025, selling an estimated $2.13M.
  • Synovus Financial's ten largest holdings make up 44% of its $7.73B portfolio in Q1 2025.
  • Synovus Financial opened 71 new positions and closed 49 in Q1 2025.
  • Synovus Financial's portfolio value fell 1.6% quarter-over-quarter to $7.73B.

Based on Synovus Financial's 13F filing for Q1 2025, filed 14 May 2025.