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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
EMXC icon
626
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.1B
$545K 0.01%
9,826
+825
+9% +$48.4K
TRMK icon
627
Trustmark
TRMK
$2.75B
$544K 0.01%
15,379
-15,379
-50% -$555K
JPIN icon
628
JPMorgan Diversified Return International Equity ETF
JPIN
$364M
$543K 0.01%
10,130
-8,992
-47% -$510K
WNS
629
DELISTED
WNS Holdings
WNS
$543K 0.01%
11,454
+4,439
+63% +$219K
ONTO icon
630
Onto Innovation
ONTO
$10.9B
$543K 0.01%
3,254
-54
-2% -$9.87K
EVRG icon
631
Evergy
EVRG
$19.4B
$542K 0.01%
8,812
-8,608
-49% -$532K
TOST icon
632
Toast
TOST
$18.9B
$541K 0.01%
14,837
-169
-1% -$5.94K
FMX icon
633
Fomento Económico Mexicano
FMX
$41.2B
$536K 0.01%
6,266
-5,926
-49% -$550K
AZEK
634
DELISTED
The AZEK Co
AZEK
$534K 0.01%
11,244
-240
-2% -$11.5K
ACHR icon
635
Archer Aviation
ACHR
$3.42B
$530K 0.01%
54,344
+1,000
+2% +$5.56K
SON icon
636
Sonoco
SON
$5.83B
$522K 0.01%
10,675
-500
-4% -$25.8K
SHOO icon
637
Steven Madden
SHOO
$3.17B
$518K 0.01%
12,187
-2,055
-14% -$92.6K
NCNO icon
638
nCino
NCNO
$2.06B
$517K 0.01%
15,384
-5,379
-26% -$200K
MRVL icon
639
Marvell Technology
MRVL
$147B
$511K 0.01%
4,630
-1,859
-29% -$173K
GPK icon
640
Graphic Packaging
GPK
$3.35B
$507K 0.01%
18,672
+304
+2% +$8.79K
BLV icon
641
Vanguard Long-Term Bond ETF
BLV
$5.74B
$503K 0.01%
7,352
-16,970
-70% -$1.21M
AVT icon
642
Avnet
AVT
$6.86B
$500K 0.01%
9,551
+91
+1% +$4.94K
MEDP icon
643
Medpace
MEDP
$16.3B
$499K 0.01%
1,501
-209
-12% -$70.9K
TKR icon
644
Timken Company
TKR
$9.19B
$495K 0.01%
6,930
-1,356
-16% -$107K
FXH icon
645
First Trust Health Care AlphaDEX Fund
FXH
$1.05B
$494K 0.01%
4,741
-375
-7% -$40.7K
PGR icon
646
Progressive
PGR
$128B
$493K 0.01%
2,059
-10
-0.5% -$2.52K
HPE icon
647
Hewlett Packard
HPE
$58.8B
$492K 0.01%
23,059
-692
-3% -$14.6K
BERY
648
DELISTED
Berry Global Group, Inc.
BERY
$488K 0.01%
7,547
-545
-7% -$36K
BABA icon
649
Alibaba
BABA
$276B
$487K 0.01%
5,747
+214
+4% +$20.2K
PCOR icon
650
Procore
PCOR
$7.57B
$487K 0.01%
6,499
+34
+0.5% +$2.41K
24 25
26
27 28

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.