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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
-1.15%
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
$7.73B
AUM Growth
-$128M
Cap. Flow
+$61M
Cap. Flow %
0.79%
Top 10 Hldgs %
44.09%
Holding
945
New
71
Increased
407
Reduced
359
Closed
49

Top Buys

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$55.3M
2
BINC icon
BlackRock Flexible Income ETF
BINC
+$54.1M
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$49.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.4M
5
SO icon
Southern Company
SO
+$16.1M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$33.7M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$32.2M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$29.7M
4
KO icon
Coca-Cola
KO
+$18.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17M

Sector Composition

Rank Sector Weight
1 Industrials 13.18%
2 Technology 10.18%
3 Financials 9.92%
4 Consumer Staples 9.64%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFL
701
PIMCO Income Strategy Fund
PFL
$382M
$415K 0.01%
48,258
+981
+2% +$8.34K
IDU icon
702
iShares US Utilities ETF
IDU
$1.37B
$413K 0.01%
4,070
+16
+0.4% +$1.6K
FLO icon
703
Flowers Foods
FLO
$1.58B
$413K 0.01%
21,711
+1,500
+7% +$28.7K
DGRW icon
704
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$405K 0.01%
5,073
-333
-6% -$27.3K
GEN icon
705
Gen Digital
GEN
$16.5B
$404K 0.01%
+15,212
New +$417K
JNK icon
706
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.05B
$396K 0.01%
4,156
+1,675
+68% +$161K
SCHO icon
707
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$395K 0.01%
16,234
-1,258
-7% -$30.5K
RFG icon
708
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$330M
$393K 0.01%
8,974
+7
+0.1% +$335
SPDW icon
709
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
$391K 0.01%
+10,752
New +$389K
ARLO icon
710
Arlo Technologies
ARLO
$1.58B
$391K 0.01%
39,587
– –
VIOO icon
711
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.12B
$390K 0.01%
4,043
– –
PCOR icon
712
Procore
PCOR
$7.57B
$387K 0.01%
5,862
-637
-10% -$48.1K
SPEM icon
713
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.7B
$387K 0.01%
+9,822
New +$385K
ACHR icon
714
Archer Aviation
ACHR
$3.42B
$386K 0.01%
54,344
– –
DFAE icon
715
Dimensional Emerging Core Equity Market ETF
DFAE
$8.91B
$386K 0.01%
+14,915
New +$387K
GPK icon
716
Graphic Packaging
GPK
$3.35B
$385K 0.01%
14,848
-3,824
-20% -$102K
GEHC icon
717
GE HealthCare
GEHC
$32.5B
$385K 0.01%
4,770
-26
-0.5% -$2.23K
LVHD icon
718
Franklin US Low Volatility High Dividend Index ETF
LVHD
$640M
$383K ﹤0.01%
9,338
– –
URI icon
719
United Rentals
URI
$65.7B
$382K ﹤0.01%
610
+3
+0.5% +$2.06K
SPOT icon
720
Spotify
SPOT
$108B
$382K ﹤0.01%
+695
New +$388K
FISR icon
721
State Street Fixed Income Sector Rotation ETF
FISR
$489M
$382K ﹤0.01%
+14,749
New +$377K
WHR icon
722
Whirlpool
WHR
$2.49B
$380K ﹤0.01%
4,217
+208
+5% +$22.1K
DUOL icon
723
Duolingo
DUOL
$6.53B
$379K ﹤0.01%
+1,220
New +$417K
TLT icon
724
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
$379K ﹤0.01%
4,159
-6,040
-59% -$538K
ATLC icon
725
Atlanticus Holdings
ATLC
$1.57B
$377K ﹤0.01%
7,380
– –
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 Q1 2025 Portfolio in Review

As of Q1 2025, Synovus Financial held 945 positions worth $7.73B, down 1.6% from $7.86B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Synovus Financial's Q1 2025 filing shows 71 new, 407 increased, 359 reduced and 49 closed positions. Its largest new stake was BlackRock Flexible Income ETF: 1,033,134 shares worth $54.1M. The largest sale was iShares Russell 2000 ETF, an estimated $33.7M.

By sector, the portfolio is most concentrated in Industrials at 13% of assets, down from 14% a quarter earlier, followed by Technology and Financials.

  • Synovus Financial's largest Q1 2025 buy was BlackRock Flexible Income ETF: 1,033,134 shares worth $54.1M.
  • Synovus Financial added most to iShares MSCI USA Quality Factor ETF in Q1 2025, an estimated $55.3M increase.
  • Synovus Financial's biggest Q1 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $33.7M.
  • Synovus Financial fully exited ICF International in Q1 2025, selling an estimated $2.13M.
  • Synovus Financial's ten largest holdings make up 44% of its $7.73B portfolio in Q1 2025.
  • Synovus Financial opened 71 new positions and closed 49 in Q1 2025.
  • Synovus Financial's portfolio value fell 1.6% quarter-over-quarter to $7.73B.

Based on Synovus Financial's 13F filing for Q1 2025, filed 14 May 2025.