SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.52B
AUM Growth
-$902M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$70.2M
3
+$63.6M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$50.3M
5
KO icon
Coca-Cola
KO
+$41.4M

Top Sells

1
+$117M
2
+$31.6M
3
+$18.8M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$17.9M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.1M

Sector Composition

1 Industrials 13.8%
2 Consumer Staples 9.57%
3 Technology 7.83%
4 Financials 7.33%
5 Healthcare 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$92K ﹤0.01%
11,062
827
$85K ﹤0.01%
6,083
-2,917
828
$66K ﹤0.01%
11,796
829
$63K ﹤0.01%
48,000
830
$59K ﹤0.01%
44,065
-7,625
831
$50K ﹤0.01%
19,489
+7,917
832
$48K ﹤0.01%
15,222
833
$48K ﹤0.01%
13,612
834
$41K ﹤0.01%
220
-253
835
$29K ﹤0.01%
2,778
836
$26K ﹤0.01%
27,800
837
$10K ﹤0.01%
+10,000
838
$4K ﹤0.01%
533
839
– –
-1,490
840
– –
-3,662
841
– –
-6,592
842
– –
-4,208
843
– –
-2,403
844
– –
-9,440
845
– –
-9,067
846
– –
-1,527
847
– –
-8,000
848
– –
-4,818
849
– –
-8,146
850
– –
-3,647
32 33
34
35 36