SF
Synovus Financial Portfolio holdings
AUM
$8.17B
This Quarter Return
+4.29%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$10.1B
AUM Growth
+$10.1B
(+13%)
Cap. Flow
+$871M
Cap. Flow
% of AUM
8.61%
Top 10 Holdings %
Top 10 Hldgs %
50.88%
Holding
851
New
109
Increased
466
Reduced
196
Closed
22
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$44.4M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$38M |
| 3 |
Motorola Solutions
MSI
|
$3.89M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$3.77M |
| 5 |
Global Payments
GPN
|
$3.23M |
Sector Composition
| 1 | Industrials | 18.37% |
| 2 | Consumer Staples | 7.51% |
| 3 | Financials | 7.28% |
| 4 | Technology | 7.06% |
| 5 | Healthcare | 4.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Advanced Energy
AEIS
$5.48B
| – | – |
-4,689
| Closed | -$520K |
|