SF
Synovus Financial Portfolio holdings
AUM
$8.17B
1-Year Return
14.09%
This Quarter Return
+5.2%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$4.78B
AUM Growth
+$371M
(+8.4%)
Cap. Flow
+$154M
Cap. Flow
% of AUM
3.22%
Top 10 Holdings %
Top 10 Hldgs %
51.17%
Holding
1,189
New
91
Increased
472
Reduced
225
Closed
50
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$43.8M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$12.5M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$11.1M |
| 4 |
Aflac
AFL
|
+$10.6M |
| 5 |
Enbridge
ENB
|
+$7.95M |
Top Sells
| 1 |
Coca-Cola
KO
|
+$16.5M |
| 2 |
SE
Spectra Energy Corp Wi
SE
|
+$7.82M |
| 3 |
TSS
Total System Services, Inc.
TSS
|
+$7.15M |
| 4 |
Walmart
WMT
|
+$5.81M |
| 5 |
UnitedHealth
UNH
|
+$3.16M |
Sector Composition
| 1 | Industrials | 19.09% |
| 2 | Consumer Staples | 11.42% |
| 3 | Financials | 9.31% |
| 4 | Healthcare | 4.84% |
| 5 | Technology | 4.58% |
