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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
AVUV icon
551
Avantis US Small Cap Value ETF
AVUV
$30.3B
$715K 0.01%
7,402
+19
+0.3% +$1.89K
ITW icon
552
Illinois Tool Works
ITW
$84.1B
$712K 0.01%
2,809
+79
+3% +$21K
IWX icon
553
iShares Russell Top 200 Value ETF
IWX
$3.92B
$706K 0.01%
8,924
-874
-9% -$71.7K
OGE icon
554
OGE Energy
OGE
$9.86B
$700K 0.01%
16,963
-2,328
-12% -$96.9K
FIS icon
555
Fidelity National Information Services
FIS
$24.2B
$698K 0.01%
8,635
-7,041
-45% -$606K
RWR icon
556
State Street SPDR Dow Jones REIT ETF
RWR
$1.9B
$692K 0.01%
6,995
-7,515
-52% -$782K
DXJ icon
557
WisdomTree Japan Hedged Equity Fund
DXJ
$7.07B
$691K 0.01%
6,266
-226
-3% -$24.7K
FPEI icon
558
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.92B
$691K 0.01%
36,944
+7,108
+24% +$134K
GSST icon
559
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.57B
$690K 0.01%
13,733
+699
+5% +$35.2K
BL icon
560
BlackLine
BL
$1.9B
$689K 0.01%
+11,332
New +$676K
GNTX icon
561
Gentex
GNTX
$5.1B
$687K 0.01%
23,913
-23,223
-49% -$695K
OXY icon
562
Occidental Petroleum
OXY
$55.7B
$686K 0.01%
13,887
-36,599
-72% -$1.85M
WMB icon
563
Williams Companies
WMB
$85.8B
$686K 0.01%
12,676
-6,857
-35% -$370K
FDVV icon
564
Fidelity High Dividend ETF
FDVV
$10.1B
$685K 0.01%
13,719
+7,173
+110% +$367K
PSK icon
565
State Street SPDR ICE Preferred Securities ETF
PSK
$689M
$680K 0.01%
20,622
-21,977
-52% -$760K
FTV icon
566
Fortive
FTV
$18.2B
$678K 0.01%
11,993
-406
-3% -$23.3K
CSL icon
567
Carlisle Companies
CSL
$13.5B
$678K 0.01%
1,837
-193
-10% -$84.1K
WY icon
568
Weyerhaeuser
WY
$17.6B
$674K 0.01%
23,943
-7,206
-23% -$225K
KR icon
569
Kroger
KR
$36.7B
$674K 0.01%
11,016
+219
+2% +$12.8K
CHRD icon
570
Chord Energy
CHRD
$7.68B
$670K 0.01%
5,729
-140
-2% -$17.6K
IGM icon
571
iShares Expanded Tech Sector ETF
IGM
$9.57B
$668K 0.01%
6,539
-1
-0% -$101
SIVR icon
572
abrdn Physical Silver Shares ETF
SIVR
$3.98B
$655K 0.01%
23,742
-2,365
-9% -$70.8K
CHE icon
573
Chemed
CHE
$7.16B
$654K 0.01%
+1,235
New +$696K
VHT icon
574
Vanguard Health Care ETF
VHT
$18.5B
$651K 0.01%
2,562
-1,916
-43% -$516K
PNW icon
575
Pinnacle West Capital
PNW
$12.4B
$650K 0.01%
7,669
+84
+1% +$7.46K
21 22
23
24 25

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.