SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.52B
AUM Growth
-$902M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$70.2M
3
+$63.6M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$50.3M
5
KO icon
Coca-Cola
KO
+$41.4M

Top Sells

1
+$117M
2
+$31.6M
3
+$18.8M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$17.9M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.1M

Sector Composition

1 Industrials 13.8%
2 Consumer Staples 9.57%
3 Technology 7.83%
4 Financials 7.33%
5 Healthcare 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$585K 0.01%
6,454
552
$583K 0.01%
18,204
+435
553
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12,528
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554
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555
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6,098
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556
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11,265
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557
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9,316
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558
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8,386
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559
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560
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561
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562
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563
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16,330
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564
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565
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569
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8,348
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570
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13,555
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571
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10,760
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572
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21,292
573
$531K 0.01%
4,070
+120
574
$525K 0.01%
+4,668
575
$524K 0.01%
12,934
-2,238
21 22
23
24 25