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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
FYC icon
826
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.24B
$214K ﹤0.01%
+2,761
New +$217K
IVOV icon
827
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.34B
$213K ﹤0.01%
2,223
-2,217
-50% -$219K
GAB icon
828
Gabelli Equity Trust
GAB
$1.73B
$212K ﹤0.01%
39,468
– –
GSAT icon
829
Globalstar
GSAT
$10.1B
$212K ﹤0.01%
6,830
-733
-10% -$18.1K
GBIL icon
830
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.64B
$212K ﹤0.01%
+2,116
New +$212K
TER icon
831
Teradyne
TER
$50B
$210K ﹤0.01%
1,671
+77
+5% +$9.11K
VTHR icon
832
Vanguard Russell 3000 ETF
VTHR
$4.57B
$210K ﹤0.01%
805
-807
-50% -$211K
CNH
833
CNH Industrial
CNH
$13.3B
$208K ﹤0.01%
18,367
-2,604
-12% -$29.6K
SNOW icon
834
Snowflake
SNOW
$98.1B
$206K ﹤0.01%
1,334
-4,743
-78% -$668K
LW icon
835
Lamb Weston
LW
$7.42B
$206K ﹤0.01%
3,077
-998
-24% -$74.5K
J icon
836
Jacobs Solutions
J
$16B
$205K ﹤0.01%
1,552
-3,616
-70% -$498K
AG icon
837
First Majestic Silver
AG
$7.52B
$205K ﹤0.01%
37,300
-38,100
-51% -$246K
FLTR icon
838
VanEck IG Floating Rate ETF
FLTR
$2.94B
$203K ﹤0.01%
7,959
-3,573
-31% -$91K
DEM icon
839
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.8B
$202K ﹤0.01%
4,995
-3,975
-44% -$168K
EXAS
840
DELISTED
Exact Sciences
EXAS
$202K ﹤0.01%
3,600
-3,600
-50% -$224K
MKC icon
841
McCormick & Company Non-Voting
MKC
$14B
$201K ﹤0.01%
2,642
-863
-25% -$67.8K
VEU icon
842
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
$201K ﹤0.01%
3,490
-2,590
-43% -$156K
IQLT icon
843
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$200K ﹤0.01%
5,398
-727
-12% -$28.4K
KEYS icon
844
Keysight
KEYS
$50.7B
$200K ﹤0.01%
+1,247
New +$201K
PHK
845
PIMCO High Income Fund
PHK
$856M
$172K ﹤0.01%
35,395
– –
LYG icon
846
Lloyds Banking Group
LYG
$85.2B
$160K ﹤0.01%
58,936
-56,296
-49% -$161K
B
847
Barrick Mining
B
$60.9B
$157K ﹤0.01%
10,124
-450
-4% -$8.18K
SA
848
Seabridge Gold
SA
$2.72B
$148K ﹤0.01%
13,000
– –
EFR
849
Eaton Vance Senior Floating-Rate Fund
EFR
$314M
$137K ﹤0.01%
10,702
– –
ALLT icon
850
Allot
ALLT
$362M
$137K ﹤0.01%
23,000
– –
32 33
34
35 36

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.