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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
BAC icon
51
Bank of America
BAC
$436B
$22.5M 0.29%
511,837
-1,262
-0.2% -$55.5K
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.07T
$22.2M 0.28%
49,053
-2,296
-4% -$1.06M
QQQ icon
53
Invesco QQQ Trust
QQQ
$449B
$22.2M 0.28%
43,291
+513
+1% +$259K
GPC icon
54
Genuine Parts
GPC
$17.6B
$22M 0.28%
188,646
-203,024
-52% -$25.3M
IVV icon
55
iShares Core S&P 500 ETF
IVV
$869B
$22M 0.28%
37,272
+1,226
+3% +$726K
ABBV icon
56
AbbVie
ABBV
$454B
$21.7M 0.28%
122,143
-7,541
-6% -$1.39M
HGER icon
57
Harbor Commodity All-Weather Strategy ETF
HGER
$3.76B
$21.5M 0.27%
972,913
-14,337
-1% -$324K
MA icon
58
Mastercard
MA
$487B
$20.3M 0.26%
38,480
-3,165
-8% -$1.64M
HON icon
59
Honeywell
HON
$77.9B
$19.9M 0.25%
93,497
-3,396
-4% -$708K
T icon
60
AT&T
T
$167B
$19.5M 0.25%
855,199
+17,611
+2% +$396K
TFC icon
61
Truist Financial
TFC
$63.7B
$19.1M 0.24%
441,146
-115,097
-21% -$5.14M
IWP icon
62
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$18.3M 0.23%
144,063
-4,351
-3% -$553K
IBM icon
63
IBM
IBM
$204B
$17.8M 0.23%
80,947
-10,382
-11% -$2.31M
ABT icon
64
Abbott
ABT
$182B
$17.7M 0.23%
156,774
-4,904
-3% -$567K
DHR icon
65
Danaher
DHR
$138B
$17.7M 0.23%
77,207
+3,361
+5% +$826K
ADP icon
66
Automatic Data Processing
ADP
$102B
$17.5M 0.22%
59,753
-993
-2% -$293K
AMGN icon
67
Amgen
AMGN
$203B
$17.1M 0.22%
65,729
+165
+0.3% +$49K
WM icon
68
Waste Management
WM
$95.5B
$16.9M 0.21%
83,559
-2,538
-3% -$545K
JHSC icon
69
John Hancock Multifactor Small Cap ETF
JHSC
$726M
$16M 0.2%
402,257
-1,550
-0.4% -$63.8K
JPST icon
70
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$15.8M 0.2%
313,343
-309,667
-50% -$15.6M
PFE icon
71
Pfizer
PFE
$141B
$15.7M 0.2%
591,111
-149,616
-20% -$4.06M
JHMM icon
72
John Hancock Multifactor Mid Cap ETF
JHMM
$5.93B
$15.6M 0.2%
261,447
+18,794
+8% +$1.16M
CRM icon
73
Salesforce
CRM
$142B
$15.5M 0.2%
46,318
-6,523
-12% -$2.08M
VALQ icon
74
American Century US Quality Value ETF
VALQ
$328M
$15.5M 0.2%
253,235
-3,494
-1% -$219K
VOT icon
75
Vanguard Mid-Cap Growth ETF
VOT
$19.2B
$15.2M 0.19%
59,881
-57,305
-49% -$14.8M
1 2
3
4 5

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.