We are live on ! Find out more
SF

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
UFPI icon
576
UFP Industries
UFPI
$4.95B
$643K 0.01%
5,707
-498
-8% -$64.2K
IYY icon
577
iShares Dow Jones US ETF
IYY
$2.89B
$637K 0.01%
4,450
+7
+0.2% +$1.01K
TSCO icon
578
Tractor Supply
TSCO
$16.3B
$635K 0.01%
11,965
-260
-2% -$14.7K
BRO icon
579
Brown & Brown
BRO
$25.1B
$634K 0.01%
6,216
+59
+1% +$6.3K
LFUS icon
580
Littelfuse
LFUS
$10.4B
$634K 0.01%
2,688
-169
-6% -$42.2K
CRWD icon
581
CrowdStrike
CRWD
$183B
$629K 0.01%
7,352
+16
+0.2% +$1.33K
CTVA icon
582
Corteva
CTVA
$60.5B
$628K 0.01%
11,029
-219
-2% -$12.9K
SCHM icon
583
Schwab US Mid-Cap ETF
SCHM
$14.2B
$627K 0.01%
22,615
-23,135
-51% -$659K
EQR icon
584
Equity Residential
EQR
$25.8B
$625K 0.01%
8,707
-8,488
-49% -$623K
STIP icon
585
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$624K 0.01%
6,200
-1,379
-18% -$139K
DLN icon
586
WisdomTree US LargeCap Dividend Fund
DLN
$6.21B
$621K 0.01%
7,973
-8,181
-51% -$652K
FNDF icon
587
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$618K 0.01%
18,612
-15,988
-46% -$565K
TAP icon
588
Molson Coors Class B
TAP
$8.02B
$616K 0.01%
10,748
-1,150
-10% -$67.1K
RRX icon
589
Regal Rexnord
RRX
$12.5B
$615K 0.01%
3,962
+64
+2% +$10.8K
MGC icon
590
Vanguard Mega Cap 300 Index ETF
MGC
$9.71B
$614K 0.01%
2,888
-2,946
-50% -$626K
SHYG icon
591
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$611K 0.01%
14,331
+1,613
+13% +$69.3K
KAI icon
592
Kadant
KAI
$3.58B
$608K 0.01%
1,761
+29
+2% +$10.5K
IPAR icon
593
Interparfums
IPAR
$4.07B
$607K 0.01%
4,612
+66
+1% +$8.48K
ALGT icon
594
Allegiant Air
ALGT
$2.57B
$603K 0.01%
6,403
+36
+0.6% +$2.63K
IWB icon
595
iShares Russell 1000 ETF
IWB
$47.1B
$602K 0.01%
1,866
+95
+5% +$30.8K
XBI icon
596
State Street SPDR S&P Biotech ETF
XBI
$10B
$594K 0.01%
6,590
-2,801
-30% -$271K
SRE icon
597
Sempra
SRE
$58.1B
$591K 0.01%
6,743
-103
-2% -$9.01K
TXT icon
598
Textron
TXT
$14.9B
$591K 0.01%
7,729
+31
+0.4% +$2.6K
SPYM
599
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$588K 0.01%
8,533
-5,589
-40% -$387K
SOLV icon
600
Solventum
SOLV
$15.3B
$588K 0.01%
8,897
-3,617
-29% -$253K
22 23
24
25 26

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.