SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.17B
AUM Growth
+$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1 +$74.9M
2 +$32.2M
3 +$19.9M
4
GPN icon
Global Payments
GPN
+$18.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.7M

Top Sells

1 +$18M
2 +$17.4M
3 +$11.3M
4
HD icon
Home Depot
HD
+$7.38M
5
RBC icon
RBC Bearings
RBC
+$6.49M

Sector Composition

1 Industrials 11.26%
2 Technology 11.17%
3 Financials 9.8%
4 Consumer Staples 8.74%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OKLO
626
Oklo
OKLO
$16.6B
$589K 0.01%
+10,525
MCO icon
627
Moody's
MCO
$87.1B
$588K 0.01%
1,173
-27
SCZ icon
628
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
$583K 0.01%
8,025
+287
STE icon
629
Steris
STE
$26B
$580K 0.01%
2,414
-1,711
SLAB icon
630
Silicon Laboratories
SLAB
$4.15B
$579K 0.01%
3,928
-11
DFAE icon
631
Dimensional Emerging Core Equity Market ETF
DFAE
$7.01B
$575K 0.01%
19,853
+4,938
EQT icon
632
EQT Corp
EQT
$36.2B
$572K 0.01%
9,811
-6,692
MAR icon
633
Marriott International
MAR
$78.1B
$571K 0.01%
2,089
-3,324
SMR icon
634
NuScale Power
SMR
$4.06B
$569K 0.01%
+14,383
CAVA icon
635
CAVA Group
CAVA
$5.64B
$561K 0.01%
6,659
-6
TRMK icon
636
Trustmark
TRMK
$2.29B
$561K 0.01%
15,381
SHOO icon
637
Steven Madden
SHOO
$2.78B
$558K 0.01%
23,274
+3,178
IGV icon
638
iShares Expanded Tech-Software Sector ETF
IGV
$9.79B
$558K 0.01%
5,092
MANH icon
639
Manhattan Associates
MANH
$10.7B
$552K 0.01%
2,795
+89
SPOT icon
640
Spotify
SPOT
$127B
$551K 0.01%
718
+23
SKYY icon
641
First Trust Cloud Computing ETF
SKYY
$3.27B
$548K 0.01%
4,502
-11
HUM icon
642
Humana
HUM
$30.3B
$546K 0.01%
2,233
+68
ALGT icon
643
Allegiant Air
ALGT
$1.3B
$546K 0.01%
9,933
-172
ABNB icon
644
Airbnb
ABNB
$74B
$543K 0.01%
+4,103
QCJA
645
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$49.6M
$542K 0.01%
+26,261
DFIV icon
646
Dimensional International Value ETF
DFIV
$13.9B
$541K 0.01%
+12,635
BLCO icon
647
Bausch + Lomb
BLCO
$5.51B
$539K 0.01%
+41,424
FCFS icon
648
FirstCash
FCFS
$7.09B
$539K 0.01%
3,986
-2,036
JEPQ icon
649
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.7B
$535K 0.01%
9,828
+869
WY icon
650
Weyerhaeuser
WY
$16.6B
$534K 0.01%
20,770
-2,776