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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
IYR icon
526
iShares US Real Estate ETF
IYR
$4.75B
$805K 0.01%
8,642
-456
-5% -$44.9K
F icon
527
Ford
F
$60.9B
$799K 0.01%
80,742
+661
+0.8% +$7.05K
IRTC icon
528
iRhythm Holdings
IRTC
$4.02B
$794K 0.01%
8,801
+83
+1% +$6.52K
CG icon
529
Carlyle Group
CG
$16.1B
$789K 0.01%
15,621
+912
+6% +$46.2K
EHC icon
530
Encompass Health
EHC
$11.3B
$786K 0.01%
8,515
-7,542
-47% -$740K
VRSN icon
531
VeriSign
VRSN
$26.3B
$780K 0.01%
3,767
-28
-0.7% -$5.27K
BP icon
532
BP
BP
$112B
$778K 0.01%
26,300
-375
-1% -$11.3K
PODD icon
533
Insulet
PODD
$11.8B
$774K 0.01%
2,964
+35
+1% +$8.81K
EQT icon
534
EQT Corp
EQT
$32.9B
$774K 0.01%
16,777
-12,396
-42% -$511K
ODFL icon
535
Old Dominion Freight Line
ODFL
$46.3B
$773K 0.01%
4,382
+24
+0.6% +$4.89K
VOOG icon
536
Vanguard S&P 500 Growth ETF
VOOG
$24.7B
$770K 0.01%
12,612
-12,636
-50% -$758K
APO icon
537
Apollo Global Management
APO
$69B
$769K 0.01%
+4,654
New +$737K
IYW icon
538
iShares US Technology ETF
IYW
$22.6B
$764K 0.01%
4,787
– –
EXP icon
539
Eagle Materials
EXP
$6.49B
$759K 0.01%
3,076
+38
+1% +$11K
SPXC icon
540
SPX Corp
SPXC
$9.39B
$758K 0.01%
5,209
-4,280
-45% -$690K
MTRN icon
541
Materion
MTRN
$3.94B
$756K 0.01%
7,645
+138
+2% +$15K
FDN icon
542
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.99B
$749K 0.01%
3,079
-1,187
-28% -$277K
EFG icon
543
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$748K 0.01%
7,725
-16
-0.2% -$1.63K
AZTA icon
544
Azenta
AZTA
$1.3B
$742K 0.01%
+14,837
New +$675K
CIVI
545
DELISTED
Civitas Resources
CIVI
$740K 0.01%
16,121
+181
+1% +$9.02K
STAG icon
546
STAG Industrial
STAG
$7.44B
$734K 0.01%
21,695
+377
+2% +$13.8K
SCHA icon
547
Schwab U.S Small- Cap ETF
SCHA
$21.8B
$732K 0.01%
28,299
-22,041
-44% -$586K
SOXX icon
548
iShares Semiconductor ETF
SOXX
$38.4B
$731K 0.01%
3,390
+32
+1% +$7.14K
FR icon
549
First Industrial Realty Trust
FR
$8.66B
$728K 0.01%
14,518
-13,856
-49% -$735K
ILCV icon
550
iShares Morningstar Value ETF
ILCV
$1.31B
$718K 0.01%
+8,860
New +$735K
20 21
22
23 24

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.