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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
RSPG icon
726
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$553M
$377K ﹤0.01%
4,606
+380
+9% +$30.6K
LEG icon
727
Leggett & Platt
LEG
$1.4B
$375K ﹤0.01%
47,454
+47
+0.1% +$446
EMN icon
728
Eastman Chemical
EMN
$7.69B
$367K ﹤0.01%
4,161
-3
-0.1% -$283
USFD icon
729
US Foods
USFD
$22.5B
$362K ﹤0.01%
5,529
-116
-2% -$7.93K
NXST icon
730
Nexstar Media Group
NXST
$6.01B
$358K ﹤0.01%
+2,000
New +$324K
UBS icon
731
UBS Group
UBS
$170B
$358K ﹤0.01%
11,684
+543
+5% +$18.1K
LPX icon
732
Louisiana-Pacific
LPX
$5.14B
$356K ﹤0.01%
3,872
– –
K
733
DELISTED
Kellanova
K
$355K ﹤0.01%
4,307
+2
+0% +$164
FDIQ
734
Invesco Bloomberg Financial Data Providers ETF
FDIQ
$54M
$353K ﹤0.01%
6,291
-49
-0.8% -$2.94K
OSEA icon
735
Harbor International Compounders ETF
OSEA
$475M
$353K ﹤0.01%
13,299
-303
-2% -$8.14K
GGG icon
736
Graco
GGG
$13.2B
$352K ﹤0.01%
+4,221
New +$357K
FYX icon
737
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.36B
$350K ﹤0.01%
3,883
-866
-18% -$84.9K
BG icon
738
Bunge Global
BG
$20.9B
$345K ﹤0.01%
4,508
-672
-13% -$50.3K
GXO icon
739
GXO Logistics
GXO
$5.93B
$344K ﹤0.01%
8,797
-313
-3% -$13.1K
IEUR icon
740
iShares Core MSCI Europe ETF
IEUR
$8.8B
$342K ﹤0.01%
5,691
– –
XLSR icon
741
State Street US Sector Rotation ETF
XLSR
$983M
$339K ﹤0.01%
+6,681
New +$358K
EL icon
742
Estee Lauder
EL
$30.4B
$338K ﹤0.01%
5,125
-787
-13% -$56.9K
TDVG icon
743
T. Rowe Price Dividend Growth ETF
TDVG
$1.41B
$337K ﹤0.01%
8,344
+176
+2% +$7.18K
PFN
744
PIMCO Income Strategy Fund II
PFN
$695M
$334K ﹤0.01%
44,300
+1,018
+2% +$7.66K
RIVN icon
745
Rivian
RIVN
$23.6B
$332K ﹤0.01%
26,666
-400
-1% -$5.03K
JGRO icon
746
JPMorgan Active Growth ETF
JGRO
$9.01B
$328K ﹤0.01%
+4,446
New +$357K
MWA icon
747
Mueller Water Products
MWA
$3.94B
$326K ﹤0.01%
12,829
+105
+0.8% +$2.63K
VST icon
748
Vistra
VST
$48.2B
$325K ﹤0.01%
+2,770
New +$414K
ARW icon
749
Arrow Electronics
ARW
$10.5B
$325K ﹤0.01%
3,129
-68
-2% -$7.5K
LH icon
750
Labcorp
LH
$25.2B
$323K ﹤0.01%
1,389
+49
+4% +$11.9K
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 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.