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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
MAN icon
651
ManpowerGroup
MAN
$2.6B
$486K 0.01%
8,428
+506
+6% +$32.2K
ORI icon
652
Old Republic International
ORI
$10.9B
$486K 0.01%
13,418
+144
+1% +$5.25K
RPRX icon
653
Royalty Pharma
RPRX
$26.2B
$483K 0.01%
18,919
-85,378
-82% -$2.26M
FYX icon
654
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.36B
$481K 0.01%
+4,749
New +$490K
ASML icon
655
ASML
ASML
$596B
$477K 0.01%
687
+212
+45% +$152K
VTEB icon
656
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$476K 0.01%
9,501
-9,375
-50% -$474K
SCZ icon
657
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.1B
$476K 0.01%
7,835
+22
+0.3% +$1.4K
XLG icon
658
Invesco S&P 500 Top 50 ETF
XLG
$10.2B
$468K 0.01%
+9,375
New +$462K
HEI icon
659
HEICO Corp
HEI
$49.6B
$467K 0.01%
1,965
-10
-0.5% -$2.59K
XEL icon
660
Xcel Energy
XEL
$49.2B
$462K 0.01%
6,838
+1,043
+18% +$70K
WELL icon
661
Welltower
WELL
$173B
$461K 0.01%
3,655
+329
+10% +$43.2K
WHR icon
662
Whirlpool
WHR
$2.49B
$459K 0.01%
4,009
-2,006
-33% -$221K
LEG icon
663
Leggett & Platt
LEG
$1.4B
$455K 0.01%
47,407
+15,713
+50% +$188K
IJT icon
664
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.13B
$455K 0.01%
3,358
+27
+0.8% +$3.82K
ITM icon
665
VanEck Intermediate Muni ETF
ITM
$2.14B
$454K 0.01%
9,855
+4,078
+71% +$189K
AA icon
666
Alcoa
AA
$11.3B
$449K 0.01%
11,887
+80
+0.7% +$3.32K
FDL icon
667
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.89B
$449K 0.01%
11,139
+910
+9% +$38.2K
WBD icon
668
Warner Bros
WBD
$64.3B
$446K 0.01%
42,170
-27,022
-39% -$251K
EL icon
669
Estee Lauder
EL
$30.4B
$443K 0.01%
5,912
-2,182
-27% -$172K
ARLO icon
670
Arlo Technologies
ARLO
$1.58B
$443K 0.01%
39,587
– –
FIVN icon
671
FIVE9
FIVN
$2.08B
$441K 0.01%
10,856
-2,416
-18% -$87.1K
CBRL icon
672
Cracker Barrel
CBRL
$1.26B
$440K 0.01%
8,315
-253
-3% -$12.5K
HEFA icon
673
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.45B
$439K 0.01%
12,640
– –
ACGL icon
674
Arch Capital
ACGL
$36.5B
$438K 0.01%
4,740
+139
+3% +$14K
DGRW icon
675
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$438K 0.01%
5,406
-65
-1% -$5.43K
25 26
27
28 29

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.