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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
BAP icon
501
Credicorp
BAP
$30.5B
$906K 0.01%
4,940
+81
+2% +$15.1K
OLED icon
502
Universal Display
OLED
$3.75B
$901K 0.01%
6,160
-2,117
-26% -$377K
CDNS icon
503
Cadence Design Systems
CDNS
$91.6B
$891K 0.01%
2,965
+114
+4% +$33.1K
TLT icon
504
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
$891K 0.01%
10,199
+5,123
+101% +$472K
UCB
505
United Community Banks
UCB
$4.26B
$882K 0.01%
27,296
-2,778
-9% -$86.4K
ABCB icon
506
Ameris Bancorp
ABCB
$5.89B
$877K 0.01%
14,020
+235
+2% +$15.4K
YUMC icon
507
Yum China
YUMC
$15.7B
$877K 0.01%
18,204
+90
+0.5% +$4.27K
QTEC icon
508
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.33B
$877K 0.01%
+4,657
New +$906K
CXT icon
509
Crane NXT
CXT
$2.99B
$872K 0.01%
14,971
-1,810
-11% -$104K
KD icon
510
Kyndryl
KD
$3.09B
$869K 0.01%
25,107
+33
+0.1% +$961
ETR icon
511
Entergy
ETR
$50.3B
$867K 0.01%
11,432
+2,894
+34% +$209K
VLTO icon
512
Veralto
VLTO
$24.1B
$861K 0.01%
8,450
-1,426
-14% -$152K
IJK icon
513
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.6B
$860K 0.01%
9,452
+322
+4% +$30.3K
AEIS icon
514
Advanced Energy
AEIS
$10.1B
$850K 0.01%
7,351
+682
+10% +$76.7K
JMOM icon
515
JPMorgan US Momentum Factor ETF
JMOM
$2.41B
$846K 0.01%
14,512
-10,466
-42% -$621K
UBSI icon
516
United Bankshares
UBSI
$6.69B
$843K 0.01%
22,445
+1,718
+8% +$67.6K
EG icon
517
Everest Group
EG
$15.6B
$842K 0.01%
2,322
-2,239
-49% -$839K
VV icon
518
Vanguard Morningstar Large-Cap ETF
VV
$51.2B
$833K 0.01%
3,086
-1,679
-35% -$455K
VGSH icon
519
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$830K 0.01%
14,270
-14,070
-50% -$821K
CACI icon
520
CACI
CACI
$10.8B
$827K 0.01%
2,045
-1,180
-37% -$575K
VTIP icon
521
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$821K 0.01%
16,956
-9,077
-35% -$443K
CMCO icon
522
Columbus McKinnon
CMCO
$422M
$818K 0.01%
+21,959
New +$797K
IGIB icon
523
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$809K 0.01%
15,706
+141
+0.9% +$7.38K
ITOT icon
524
iShares Core S&P Total US Stock Market ETF
ITOT
$92.3B
$807K 0.01%
6,276
+1
+0% +$129
ADM icon
525
Archer Daniels Midland
ADM
$38.7B
$806K 0.01%
15,948
-910
-5% -$49.2K
19 20
21
22 23

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.