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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
BHP icon
701
BHP
BHP
$211B
$391K 0.01%
8,002
+579
+8% +$31.5K
IDU icon
702
iShares US Utilities ETF
IDU
$1.37B
$390K 0.01%
4,054
+14
+0.3% +$1.41K
EXPD icon
703
Expeditors International
EXPD
$22.3B
$387K ﹤0.01%
3,490
-3,485
-50% -$416K
LNSR icon
704
LENSAR
LNSR
$64.5M
$385K ﹤0.01%
43,060
– –
USFD icon
705
US Foods
USFD
$22.5B
$381K ﹤0.01%
+5,645
New +$370K
EMN icon
706
Eastman Chemical
EMN
$7.69B
$380K ﹤0.01%
4,164
– –
FDIQ
707
Invesco Bloomberg Financial Data Providers ETF
FDIQ
$54M
$379K ﹤0.01%
6,340
-235
-4% -$14.5K
GEHC icon
708
GE HealthCare
GEHC
$32.7B
$375K ﹤0.01%
4,796
-4,285
-47% -$364K
IR icon
709
Ingersoll Rand
IR
$33.1B
$371K ﹤0.01%
4,104
-471
-10% -$46.9K
MFC icon
710
Manulife Financial
MFC
$73B
$370K ﹤0.01%
12,045
-796
-6% -$24.7K
MGV icon
711
Vanguard Mega Cap Value ETF
MGV
$13.1B
$370K ﹤0.01%
2,957
-2,313
-44% -$299K
EXC icon
712
Exelon
EXC
$48.1B
$369K ﹤0.01%
9,810
-8,839
-47% -$343K
WCN
713
Waste Connections
WCN
$43.6B
$369K ﹤0.01%
2,148
+50
+2% +$9.09K
CPNG icon
714
Coupang
CPNG
$27.2B
$368K ﹤0.01%
+16,724
New +$410K
ARW icon
715
Arrow Electronics
ARW
$10.5B
$362K ﹤0.01%
3,197
+42
+1% +$5.18K
RIVN icon
716
Rivian
RIVN
$23.6B
$360K ﹤0.01%
27,066
-1,710
-6% -$19.7K
KHC icon
717
Kraft Heinz
KHC
$32.8B
$359K ﹤0.01%
11,678
-4,319
-27% -$142K
LVHD icon
718
Franklin US Low Volatility High Dividend Index ETF
LVHD
$640M
$358K ﹤0.01%
9,338
– –
TDC icon
719
Teradata
TDC
$2.88B
$358K ﹤0.01%
+11,491
New +$360K
Z icon
720
Zillow
Z
$7.78B
$356K ﹤0.01%
4,805
-65
-1% -$4.65K
INSP icon
721
Inspire Medical Systems
INSP
$1.47B
$353K ﹤0.01%
1,906
-1,596
-46% -$310K
OSEA icon
722
Harbor International Compounders ETF
OSEA
$475M
$352K ﹤0.01%
13,602
+4,416
+48% +$121K
K
723
DELISTED
Kellanova
K
$349K ﹤0.01%
4,305
-1,980
-32% -$160K
TQQQ icon
724
ProShares UltraPro QQQ
TQQQ
$28.6B
$348K ﹤0.01%
+8,790
New +$346K
GNMA icon
725
iShares GNMA Bond ETF
GNMA
$423M
$348K ﹤0.01%
8,095
-182
-2% -$7.94K
27 28
29
30 31

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.