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
WST icon
676
West Pharmaceutical
WST
$23.7B
$436K 0.01%
1,330
-77
-5% -$24.2K
RFG icon
677
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$330M
$434K 0.01%
8,967
+5
+0.1% +$251
IFLN
678
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$308M
$434K 0.01%
23,991
-181
-0.7% -$3.31K
VIOO icon
679
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.12B
$429K 0.01%
4,043
+94
+2% +$10.4K
URI icon
680
United Rentals
URI
$65.7B
$428K 0.01%
607
-27
-4% -$21.9K
COKE icon
681
Coca-Cola Consolidated
COKE
$12.8B
$426K 0.01%
3,380
+50
+2% +$6.26K
LHX icon
682
L3Harris
LHX
$55.4B
$425K 0.01%
2,019
-4,715
-70% -$1.13M
AIR icon
683
AAR Corp
AIR
$5.4B
$422K 0.01%
6,883
-1,298
-16% -$83.2K
SCHO icon
684
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$421K 0.01%
17,492
-11,536
-40% -$279K
VICI icon
685
VICI Properties
VICI
$29.9B
$419K 0.01%
14,332
-7,866
-35% -$249K
STPZ icon
686
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$507M
$418K 0.01%
8,000
– –
FLO icon
687
Flowers Foods
FLO
$1.58B
$418K 0.01%
20,211
-20,211
-50% -$444K
KOS icon
688
Kosmos Energy
KOS
$1.47B
$413K 0.01%
120,677
+97,793
+427% +$372K
ATLC icon
689
Atlanticus Holdings
ATLC
$1.57B
$412K 0.01%
7,380
– –
JJSF icon
690
J&J Snack Foods
JJSF
$1.49B
$412K 0.01%
2,653
+41
+2% +$6.87K
SHM icon
691
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$409K 0.01%
8,626
-8,608
-50% -$411K
PEY icon
692
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$404K 0.01%
19,003
-74
-0.4% -$1.62K
BG icon
693
Bunge Global
BG
$20.9B
$403K 0.01%
5,180
+56
+1% +$4.92K
LPX icon
694
Louisiana-Pacific
LPX
$5.14B
$401K 0.01%
3,872
– –
PLD icon
695
Prologis
PLD
$136B
$397K 0.01%
3,756
-903
-19% -$104K
GXO icon
696
GXO Logistics
GXO
$5.93B
$396K 0.01%
9,110
+92
+1% +$5.07K
PFL
697
PIMCO Income Strategy Fund
PFL
$382M
$396K 0.01%
47,277
-48,373
-51% -$411K
CTRA
698
DELISTED
Coterra Energy
CTRA
$395K 0.01%
15,468
-369
-2% -$9.17K
LOPE icon
699
Grand Canyon Education
LOPE
$4.22B
$394K 0.01%
2,408
+15
+0.6% +$2.3K
VT icon
700
Vanguard Total World Stock ETF
VT
$75.3B
$393K 0.01%
3,337
-2,993
-47% -$359K
26 27
28
29 30

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.