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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
CACI icon
576
CACI
CACI
$10.5B
$692K 0.01%
1,886
-159
-8% -$60.8K
CRWD icon
577
CrowdStrike
CRWD
$189B
$690K 0.01%
7,824
+472
+6% +$45K
WY icon
578
Weyerhaeuser
WY
$16.9B
$689K 0.01%
23,546
-397
-2% -$11.8K
AZEK
579
DELISTED
The AZEK Co
AZEK
$688K 0.01%
14,067
+2,823
+25% +$134K
DXJ icon
580
WisdomTree Japan Hedged Equity Fund
DXJ
$7.13B
$688K 0.01%
6,241
-25
-0.4% -$2.75K
PSK icon
581
State Street SPDR ICE Preferred Securities ETF
PSK
$691M
$687K 0.01%
21,223
+601
+3% +$20K
DYNF icon
582
BlackRock US Equity Factor Rotation ETF
DYNF
$38.1B
$683K 0.01%
+14,001
New +$720K
F icon
583
Ford
F
$59.3B
$682K 0.01%
68,010
-12,732
-16% -$124K
CTVA icon
584
Corteva
CTVA
$59.8B
$677K 0.01%
10,763
-266
-2% -$16.4K
VCYT icon
585
Veracyte
VCYT
$4.77B
$670K 0.01%
22,586
-546
-2% -$20.8K
SCHA icon
586
Schwab U.S Small- Cap ETF
SCHA
$22.3B
$668K 0.01%
28,532
+233
+0.8% +$5.94K
TSCO icon
587
Tractor Supply
TSCO
$15.8B
$668K 0.01%
12,117
+152
+1% +$8.32K
AER icon
588
AerCap
AER
$24.1B
$666K 0.01%
6,514
-27,026
-81% -$2.67M
RWR icon
589
State Street SPDR Dow Jones REIT ETF
RWR
$1.87B
$665K 0.01%
6,709
-286
-4% -$28.6K
UFPI icon
590
UFP Industries
UFPI
$4.87B
$662K 0.01%
6,181
+474
+8% +$52.9K
IYW icon
591
iShares US Technology ETF
IYW
$23.5B
$658K 0.01%
4,683
-104
-2% -$16.2K
VOOG icon
592
Vanguard S&P 500 Growth ETF
VOOG
$25.5B
$652K 0.01%
11,694
-918
-7% -$55.6K
AVUV icon
593
Avantis US Small Cap Value ETF
AVUV
$30.3B
$647K 0.01%
7,425
+23
+0.3% +$2.16K
FTV icon
594
Fortive
FTV
$17.7B
$647K 0.01%
11,724
-269
-2% -$15.8K
KAI icon
595
Kadant
KAI
$3.63B
$645K 0.01%
1,915
+154
+9% +$55.9K
SOXX icon
596
iShares Semiconductor ETF
SOXX
$41.7B
$642K 0.01%
3,412
+22
+0.6% +$4.7K
SSD icon
597
Simpson Manufacturing
SSD
$7.68B
$638K 0.01%
4,062
+537
+15% +$88.2K
EVRG icon
598
Evergy
EVRG
$19.2B
$637K 0.01%
9,243
+431
+5% +$28.2K
HYDB icon
599
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$636K 0.01%
+13,516
New +$640K
IPAR icon
600
Interparfums
IPAR
$4.02B
$634K 0.01%
5,566
+954
+21% +$127K
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 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.