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
$6.68B
AUM Growth
+$516M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,483
New
Increased
Reduced
Closed

Top Buys

1 +$59.3M
2 +$20.6M
3 +$7.1M
4
UNH icon
UnitedHealth
UNH
+$2.86M
5
AZN icon
AstraZeneca
AZN
+$2.81M

Top Sells

1 +$53.3M
2 +$35.3M
3 +$12.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.2M
5
AAPL icon
Apple
AAPL
+$5.34M

Sector Composition

1 Industrials 26.82%
2 Consumer Staples 9%
3 Financials 8.41%
4 Technology 5.42%
5 Healthcare 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$153K ﹤0.01%
2,599
+6
652
$149K ﹤0.01%
1,555
653
$148K ﹤0.01%
5,414
-363
654
$147K ﹤0.01%
1,275
655
$146K ﹤0.01%
2,000
656
$144K ﹤0.01%
8,023
+108
657
$142K ﹤0.01%
3,738
658
$142K ﹤0.01%
9,915
-1,304
659
$141K ﹤0.01%
4,512
660
$140K ﹤0.01%
2,130
-102
661
$137K ﹤0.01%
6,085
662
$136K ﹤0.01%
2,985
+319
663
$134K ﹤0.01%
2,794
+133
664
$134K ﹤0.01%
17,672
665
$133K ﹤0.01%
2,112
+58
666
$133K ﹤0.01%
9,084
+6,500
667
$133K ﹤0.01%
1,867
668
$133K ﹤0.01%
2,938
669
$128K ﹤0.01%
2,466
-249
670
$127K ﹤0.01%
1,813
671
$126K ﹤0.01%
4,229
-500
672
$126K ﹤0.01%
1,520
+240
673
$125K ﹤0.01%
312
-6
674
$124K ﹤0.01%
1,685
675
$123K ﹤0.01%
65
+9