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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
FPX icon
801
First Trust US Equity Opportunities ETF
FPX
$1.43B
$240K ﹤0.01%
2,007
– –
MMIT icon
802
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
$240K ﹤0.01%
9,985
-9,873
-50% -$240K
JNK icon
803
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.05B
$237K ﹤0.01%
2,481
-2,207
-47% -$213K
DFAC icon
804
Dimensional US Core Equity 2 ETF
DFAC
$47B
$237K ﹤0.01%
6,847
+18
+0.3% +$634
GATX icon
805
GATX Corp
GATX
$6.45B
$236K ﹤0.01%
1,522
-1,522
-50% -$227K
ROBT icon
806
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$700M
$234K ﹤0.01%
5,201
+201
+4% +$9.13K
WSO icon
807
Watsco Inc
WSO
$13.2B
$234K ﹤0.01%
493
– –
IYM icon
808
iShares US Basic Materials ETF
IYM
$1.13B
$232K ﹤0.01%
1,788
-53
-3% -$7.66K
ARKK icon
809
ARK Innovation ETF
ARKK
$5.59B
$230K ﹤0.01%
+4,057
New +$217K
DASH icon
810
DoorDash
DASH
$84.3B
$228K ﹤0.01%
+1,362
New +$224K
STX icon
811
Seagate
STX
$173B
$227K ﹤0.01%
2,627
-1,427
-35% -$144K
QSR icon
812
Restaurant Brands International
QSR
$26.2B
$227K ﹤0.01%
3,478
– –
ILCG icon
813
iShares Morningstar Growth ETF
ILCG
$3B
$227K ﹤0.01%
2,529
– –
PPG icon
814
PPG Industries
PPG
$24.9B
$226K ﹤0.01%
1,896
-680
-26% -$85K
JCI icon
815
Johnson Controls International
JCI
$85.1B
$225K ﹤0.01%
+2,844
New +$228K
FHN icon
816
First Horizon
FHN
$12.2B
$220K ﹤0.01%
10,914
-41
-0.4% -$771
L icon
817
Loews
L
$24.5B
$219K ﹤0.01%
2,591
– –
GDOT icon
818
Green Dot
GDOT
$750M
$219K ﹤0.01%
20,559
– –
SITE icon
819
SiteOne Landscape Supply
SITE
$4.16B
$218K ﹤0.01%
1,658
-296
-15% -$42.7K
SPYV icon
820
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$218K ﹤0.01%
4,268
-3,102
-42% -$165K
LOB icon
821
Live Oak Bancshares
LOB
$1.98B
$218K ﹤0.01%
5,500
– –
EMB icon
822
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$217K ﹤0.01%
2,433
-85
-3% -$7.76K
FOXF icon
823
Fox Factory Holding Corp
FOXF
$794M
$217K ﹤0.01%
7,156
-16,150
-69% -$556K
MUNI icon
824
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.06B
$216K ﹤0.01%
4,175
+20
+0.5% +$1.04K
DFAI
825
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$215K ﹤0.01%
+7,360
New +$223K
31 32
33
34 35

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.