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
TGTX icon
601
TG Therapeutics
TGTX
$8.19B
$587K 0.01%
19,500
-400
-2% -$11.5K
VCEL icon
602
Vericel Corp
VCEL
$2.38B
$586K 0.01%
10,672
-904
-8% -$45.8K
SSD icon
603
Simpson Manufacturing
SSD
$7.79B
$585K 0.01%
+3,525
New +$646K
SYF icon
604
Synchrony
SYF
$24.4B
$585K 0.01%
8,993
-466
-5% -$28.5K
TAXF icon
605
American Century Diversified Municipal Bond ETF
TAXF
$685M
$584K 0.01%
11,654
+162
+1% +$8.21K
NEM icon
606
Newmont
NEM
$96.2B
$581K 0.01%
15,608
-1,861
-11% -$84.8K
MOAT icon
607
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$578K 0.01%
6,229
-4,481
-42% -$432K
DAL icon
608
Delta Air Lines
DAL
$56.7B
$576K 0.01%
9,525
-752
-7% -$44.4K
WDC icon
609
Western Digital
WDC
$159B
$574K 0.01%
12,742
+91
+0.7% +$4.57K
RDVY icon
610
First Trust Rising Dividend Achievers ETF
RDVY
$24.4B
$571K 0.01%
9,643
+1,031
+12% +$62.9K
ESGU icon
611
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$569K 0.01%
4,417
-400
-8% -$51.8K
MGA icon
612
Magna International
MGA
$18.8B
$569K 0.01%
13,613
-319
-2% -$13.7K
LKQ icon
613
LKQ Corp
LKQ
$6.72B
$569K 0.01%
15,481
+246
+2% +$9.4K
EUSB icon
614
iShares ESG Advanced Universal USD Bond ETF
EUSB
$711M
$567K 0.01%
13,354
+365
+3% +$15.8K
CAVA icon
615
CAVA Group
CAVA
$7.61B
$566K 0.01%
5,019
-3,655
-42% -$487K
SKYY icon
616
First Trust Cloud Computing ETF
SKYY
$2.83B
$564K 0.01%
4,736
-90
-2% -$10.4K
NGVT icon
617
Ingevity
NGVT
$2.46B
$562K 0.01%
13,786
+89
+0.6% +$3.71K
MCO icon
618
Moody's
MCO
$83.7B
$561K 0.01%
1,185
+102
+9% +$48.7K
H icon
619
Hyatt Hotels
H
$17.5B
$553K 0.01%
3,522
+30
+0.9% +$4.66K
XYZ
620
Block Inc
XYZ
$48.9B
$550K 0.01%
6,467
-3,707
-36% -$304K
SHOP icon
621
Shopify
SHOP
$168B
$550K 0.01%
5,169
-827
-14% -$80.4K
XLI icon
622
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$549K 0.01%
4,167
-3,244
-44% -$447K
HUM icon
623
Humana
HUM
$43.9B
$549K 0.01%
2,165
-89
-4% -$23.9K
LMAT icon
624
LeMaitre Vascular
LMAT
$2.37B
$548K 0.01%
+5,944
New +$572K
SLAB icon
625
Silicon Laboratories
SLAB
$7.14B
$547K 0.01%
4,401
+862
+24% +$98.9K
23 24
25
26 27

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.