SF
Synovus Financial Portfolio holdings
AUM
$8.17B
1-Year Return
14.09%
This Quarter Return
+4.46%
1 Year Return
+14.09%
3 Year Return
+50.64%
5 Year Return
+76.64%
10 Year Return
+214.61%
AUM
$9.13B
AUM Growth
+$251M
(+2.8%)
Cap. Flow
-$72.6M
Cap. Flow
% of AUM
-0.8%
Top 10 Holdings %
Top 10 Hldgs %
43.57%
Holding
865
New
38
Increased
254
Reduced
488
Closed
25
Top Buys
| 1 |
RTX Corp
RTX
|
$11.8M |
| 2 |
Travelers Companies
TRV
|
$11.2M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$7.19M |
| 4 |
Edwards Lifesciences
EW
|
$6.63M |
| 5 |
Harbor Commodity All-Weather Strategy ETF
HGER
|
$6.41M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$19.7M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$18.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$16.1M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$9.8M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$5.83M |
Sector Composition
| 1 | Industrials | 12.35% |
| 2 | Technology | 9.65% |
| 3 | Consumer Staples | 8.73% |
| 4 | Financials | 6.46% |
| 5 | Healthcare | 5.55% |
