SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.17B
AUM Growth
+$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$32.2M
3
+$19.9M
4
GPN icon
Global Payments
GPN
+$18.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.7M

Top Sells

1
+$18M
2
+$17.4M
3
+$11.3M
4
HD icon
Home Depot
HD
+$7.38M
5
RBC icon
RBC Bearings
RBC
+$6.49M

Sector Composition

1 Industrials 11.26%
2 Technology 11.17%
3 Financials 9.8%
4 Consumer Staples 8.74%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
51
Bank of America
BAC
$389B
$24.2M 0.3%
511,787
-34,293
WMT icon
52
Walmart
WMT
$811B
$23.6M 0.29%
240,920
-8,959
IBM icon
53
IBM
IBM
$292B
$23.5M 0.29%
79,696
+1,282
IVV icon
54
iShares Core S&P 500 ETF
IVV
$666B
$23.3M 0.29%
37,496
-574
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.06T
$23.3M 0.28%
47,880
-1,142
COWZ icon
56
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$23.1M 0.28%
419,457
-37,901
ABBV icon
57
AbbVie
ABBV
$387B
$22.8M 0.28%
122,601
+1,664
ABT icon
58
Abbott
ABT
$217B
$21.8M 0.27%
160,500
+268
GPC icon
59
Genuine Parts
GPC
$17.4B
$21.8M 0.27%
179,579
-6,796
MA icon
60
Mastercard
MA
$497B
$21.2M 0.26%
37,658
-894
RTX icon
61
RTX Corp
RTX
$235B
$21.2M 0.26%
144,851
+11,358
MRK icon
62
Merck
MRK
$213B
$20.5M 0.25%
258,732
-468
VXUS icon
63
Vanguard Total International Stock ETF
VXUS
$107B
$19.9M 0.24%
+288,308
IWP icon
64
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$18.6M 0.23%
134,293
-2,134
TFC icon
65
Truist Financial
TFC
$56.3B
$18.2M 0.22%
422,408
-22,382
ADP icon
66
Automatic Data Processing
ADP
$102B
$18.1M 0.22%
58,841
+392
IEFA icon
67
iShares Core MSCI EAFE ETF
IEFA
$156B
$18M 0.22%
215,110
+23,137
WM icon
68
Waste Management
WM
$80.4B
$17.9M 0.22%
78,060
-3,093
HON icon
69
Honeywell
HON
$124B
$17.5M 0.21%
75,340
+544
ETN icon
70
Eaton
ETN
$147B
$17.1M 0.21%
48,009
+46
DUK icon
71
Duke Energy
DUK
$96.4B
$16.7M 0.2%
141,816
+876
VOT icon
72
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
$16.5M 0.2%
58,045
-1,423
AMGN icon
73
Amgen
AMGN
$170B
$16.5M 0.2%
58,914
+818
JHSC icon
74
John Hancock Multifactor Small Cap ETF
JHSC
$604M
$16.4M 0.2%
418,833
+16,634
KNG icon
75
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.63B
$16.3M 0.2%
332,402
+30,956
1 2
3
4 5