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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
ONEQ icon
726
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.97B
$346K ﹤0.01%
4,551
-3,774
-45% -$282K
LBTYK icon
727
Liberty Global Class C
LBTYK
$3.5B
$345K ﹤0.01%
+26,228
New +$453K
SPIB icon
728
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$343K ﹤0.01%
10,461
-17,753
-63% -$588K
UBS icon
729
UBS Group
UBS
$170B
$338K ﹤0.01%
11,141
-96
-0.9% -$3.04K
IHDG icon
730
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.2B
$332K ﹤0.01%
7,634
-6,158
-45% -$275K
NDAQ icon
731
Nasdaq
NDAQ
$53.4B
$332K ﹤0.01%
4,289
– –
DON icon
732
WisdomTree US MidCap Dividend Fund
DON
$4.05B
$329K ﹤0.01%
6,457
-4,809
-43% -$252K
OC icon
733
Owens Corning
OC
$11B
$328K ﹤0.01%
1,924
+16
+0.8% +$2.99K
IFF icon
734
International Flavors & Fragrances
IFF
$20.3B
$327K ﹤0.01%
+3,872
New +$364K
ALGN icon
735
Align Technology
ALGN
$12.9B
$324K ﹤0.01%
1,554
– –
TDVG icon
736
T. Rowe Price Dividend Growth ETF
TDVG
$1.41B
$323K ﹤0.01%
8,168
-8,124
-50% -$331K
RSPG icon
737
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$553M
$323K ﹤0.01%
4,226
-338
-7% -$27K
PFN
738
PIMCO Income Strategy Fund II
PFN
$695M
$322K ﹤0.01%
43,282
-50,898
-54% -$383K
FDS icon
739
Factset
FDS
$10B
$321K ﹤0.01%
668
-668
-50% -$317K
CNR
740
Core Natural Resources Inc
CNR
$3.93B
$320K ﹤0.01%
3,000
– –
CCL icon
741
Carnival Corporation Ltd
CCL
$38.1B
$318K ﹤0.01%
12,770
-686
-5% -$16.1K
OKE icon
742
Oneok
OKE
$56.7B
$317K ﹤0.01%
3,162
-1,103
-26% -$113K
USRT icon
743
iShares Core US REIT ETF
USRT
$4.71B
$316K ﹤0.01%
5,513
– –
CNC icon
744
Centene
CNC
$30.5B
$316K ﹤0.01%
5,216
+264
+5% +$16.5K
IAT icon
745
iShares US Regional Banks ETF
IAT
$673M
$316K ﹤0.01%
6,264
+39
+0.6% +$2.02K
VTRS icon
746
Viatris
VTRS
$20.8B
$314K ﹤0.01%
25,194
-2,526
-9% -$31K
VDC icon
747
Vanguard Consumer Staples ETF
VDC
$8.16B
$313K ﹤0.01%
1,478
-1,480
-50% -$321K
TEVA icon
748
Teva Pharmaceuticals
TEVA
$40.4B
$312K ﹤0.01%
14,156
+572
+4% +$10.4K
PZA icon
749
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.23B
$312K ﹤0.01%
+13,207
New +$316K
TSN icon
750
Tyson Foods
TSN
$21.5B
$312K ﹤0.01%
5,426
-860
-14% -$52K
28 29
30
31 32

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.