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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
ITA icon
776
iShares US Aerospace & Defense ETF
ITA
$14B
$287K ﹤0.01%
1,874
-7
-0.4% -$1.07K
CAG icon
777
Conagra Brands
CAG
$7.42B
$286K ﹤0.01%
10,707
+2
+0% +$52
RDVI icon
778
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.52B
$284K ﹤0.01%
+11,955
New +$295K
VTWO icon
779
Vanguard Russell 2000 ETF
VTWO
$17.2B
$281K ﹤0.01%
3,481
+9
+0.3% +$790
STPZ icon
780
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$507M
$278K ﹤0.01%
5,150
-2,850
-36% -$151K
BSCQ icon
781
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$278K ﹤0.01%
+14,256
New +$278K
GNMA icon
782
iShares GNMA Bond ETF
GNMA
$423M
$277K ﹤0.01%
6,302
-1,793
-22% -$77.6K
SYY icon
783
Sysco
SYY
$40.8B
$276K ﹤0.01%
3,681
+157
+4% +$11.5K
SPSM icon
784
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$275K ﹤0.01%
6,744
+939
+16% +$41.4K
Z icon
785
Zillow
Z
$7.78B
$274K ﹤0.01%
4,000
-805
-17% -$61.5K
XLC icon
786
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$271K ﹤0.01%
2,807
+1
+0% +$100
ACI icon
787
Albertsons Companies
ACI
$5.85B
$269K ﹤0.01%
12,246
-1,061
-8% -$21.9K
AG icon
788
First Majestic Silver
AG
$7.52B
$267K ﹤0.01%
39,852
+2,552
+7% +$15.2K
TDC icon
789
Teradata
TDC
$2.88B
$266K ﹤0.01%
11,838
+347
+3% +$9.39K
MMIT icon
790
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
$266K ﹤0.01%
11,095
+1,110
+11% +$26.8K
WSO icon
791
Watsco Inc
WSO
$13.2B
$265K ﹤0.01%
522
+29
+6% +$14.3K
TSN icon
792
Tyson Foods
TSN
$21.5B
$264K ﹤0.01%
4,144
-1,282
-24% -$75.3K
IBIT icon
793
iShares Bitcoin Trust
IBIT
$47.2B
$260K ﹤0.01%
5,553
-18
-0.3% -$953
OC icon
794
Owens Corning
OC
$11B
$260K ﹤0.01%
1,818
-106
-6% -$17.5K
GBIL icon
795
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.64B
$259K ﹤0.01%
2,582
+466
+22% +$46.6K
MLPX icon
796
Global X MLP & Energy Infrastructure ETF
MLPX
$3.58B
$258K ﹤0.01%
4,051
-358
-8% -$22.6K
DKNG icon
797
DraftKings
DKNG
$12.2B
$258K ﹤0.01%
+7,779
New +$320K
BMI icon
798
Badger Meter
BMI
$3.87B
$258K ﹤0.01%
1,355
-74
-5% -$15.4K
CNQ icon
799
Canadian Natural Resources
CNQ
$96.9B
$258K ﹤0.01%
8,362
-790
-9% -$23.9K
MPX
800
DELISTED
Marine Products Corp
MPX
$256K ﹤0.01%
30,565
– –
30 31
32
33 34

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.