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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
VTWO icon
751
Vanguard Russell 2000 ETF
VTWO
$17.2B
$310K ﹤0.01%
3,472
-4,532
-57% -$418K
REXR icon
752
Rexford Industrial Realty
REXR
$8.63B
$308K ﹤0.01%
+7,966
New +$342K
LH icon
753
Labcorp
LH
$25.2B
$307K ﹤0.01%
1,340
-88
-6% -$20.2K
IEUR icon
754
iShares Core MSCI Europe ETF
IEUR
$8.8B
$307K ﹤0.01%
5,691
-1,219
-18% -$69.5K
USIG icon
755
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$306K ﹤0.01%
6,089
-65
-1% -$3.33K
JBHT icon
756
JB Hunt Transport Services
JBHT
$25.9B
$306K ﹤0.01%
1,793
– –
NICE icon
757
Nice
NICE
$6.15B
$305K ﹤0.01%
1,797
-1,056
-37% -$188K
SMCI icon
758
Super Micro Computer
SMCI
$16.6B
$304K ﹤0.01%
9,983
-667
-6% -$24.2K
RJF icon
759
Raymond James Financial
RJF
$33.5B
$304K ﹤0.01%
1,955
+19
+1% +$2.87K
BMI icon
760
Badger Meter
BMI
$3.87B
$303K ﹤0.01%
1,429
-782
-35% -$170K
XLB icon
761
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$302K ﹤0.01%
7,174
-3,136
-30% -$145K
IGF icon
762
iShares Global Infrastructure ETF
IGF
$10.9B
$300K ﹤0.01%
5,736
-46
-0.8% -$2.48K
CAG icon
763
Conagra Brands
CAG
$7.42B
$297K ﹤0.01%
10,705
-1,012
-9% -$28.7K
PTLC icon
764
Pacer Trendpilot US Large Cap ETF
PTLC
$3.19B
$296K ﹤0.01%
5,540
-5,444
-50% -$294K
IBIT icon
765
iShares Bitcoin Trust
IBIT
$47.2B
$296K ﹤0.01%
+5,571
New +$263K
TTEK icon
766
Tetra Tech
TTEK
$8.77B
$292K ﹤0.01%
7,335
– –
DFAS icon
767
Dimensional US Small Cap ETF
DFAS
$15.3B
$289K ﹤0.01%
+4,433
New +$296K
ASH icon
768
Ashland
ASH
$3.34B
$287K ﹤0.01%
4,010
+46
+1% +$3.68K
MWA icon
769
Mueller Water Products
MWA
$3.94B
$286K ﹤0.01%
12,724
-12,724
-50% -$299K
CNQ icon
770
Canadian Natural Resources
CNQ
$96.9B
$283K ﹤0.01%
9,152
+2,552
+39% +$86K
IUSG icon
771
iShares Core S&P US Growth ETF
IUSG
$30.4B
$281K ﹤0.01%
2,011
-39
-2% -$5.35K
MPX
772
DELISTED
Marine Products Corp
MPX
$280K ﹤0.01%
30,565
-5,183
-14% -$49.8K
SGOV icon
773
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$275K ﹤0.01%
2,743
+151
+6% +$15.2K
ITA icon
774
iShares US Aerospace & Defense ETF
ITA
$14B
$274K ﹤0.01%
1,881
+191
+11% +$28.8K
XLC icon
775
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$272K ﹤0.01%
2,806
-829
-23% -$79K
29 30
31
32 33

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.