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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
IRTC icon
526
iRhythm Holdings
IRTC
$3.91B
$810K 0.01%
7,742
-1,059
-12% -$112K
MEDP icon
527
Medpace
MEDP
$16.1B
$807K 0.01%
2,649
+1,148
+76% +$386K
FHN icon
528
First Horizon
FHN
$12.1B
$804K 0.01%
41,420
+30,506
+280% +$628K
FDVV icon
529
Fidelity High Dividend ETF
FDVV
$10.2B
$802K 0.01%
16,167
+2,448
+18% +$124K
SKOR icon
530
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$730M
$800K 0.01%
+16,557
New +$794K
EME icon
531
Emcor
EME
$35.7B
$793K 0.01%
2,145
+116
+6% +$50.2K
EG icon
532
Everest Group
EG
$14.9B
$790K 0.01%
2,174
-148
-6% -$52.3K
CXT icon
533
Crane NXT
CXT
$2.97B
$789K 0.01%
15,345
+374
+2% +$21.9K
FLTR icon
534
VanEck IG Floating Rate ETF
FLTR
$2.94B
$786K 0.01%
30,744
+22,785
+286% +$581K
WNS
535
DELISTED
WNS Holdings
WNS
$783K 0.01%
12,737
+1,283
+11% +$73.2K
NEM icon
536
Newmont
NEM
$101B
$779K 0.01%
16,141
+533
+3% +$23.4K
SW
537
Smurfit Westrock
SW
$24.9B
$776K 0.01%
17,219
-39
-0.2% -$1.98K
OGE icon
538
OGE Energy
OGE
$9.76B
$774K 0.01%
16,848
-115
-0.7% -$5K
DLR icon
539
Digital Realty Trust
DLR
$71.5B
$774K 0.01%
5,402
-190
-3% -$30.9K
SIVR icon
540
abrdn Physical Silver Shares ETF
SIVR
$4.11B
$772K 0.01%
23,742
– –
FDN icon
541
First Trust Dow Jones Internet Index Fund ETF
FDN
$5B
$772K 0.01%
3,474
+395
+13% +$97.4K
STZ icon
542
Constellation Brands
STZ
$22.3B
$771K 0.01%
4,199
-267
-6% -$48.5K
IJK icon
543
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$770K 0.01%
9,251
-201
-2% -$18.1K
CMCO icon
544
Columbus McKinnon
CMCO
$596M
$761K 0.01%
44,979
+23,020
+105% +$598K
NU icon
545
Nu Holdings
NU
$70B
$760K 0.01%
+74,183
New +$877K
PLD icon
546
Prologis
PLD
$136B
$759K 0.01%
6,788
+3,032
+81% +$351K
BABA icon
547
Alibaba
BABA
$279B
$758K 0.01%
5,734
-13
-0.2% -$1.5K
IYR icon
548
iShares US Real Estate ETF
IYR
$4.69B
$752K 0.01%
7,857
-785
-9% -$74.7K
SF
549
Stifel
SF
$12.5B
$752K 0.01%
11,967
+8,142
+213% +$574K
VLTO icon
550
Veralto
VLTO
$23.1B
$749K 0.01%
7,691
-759
-9% -$75.8K
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 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.