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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
FSM icon
851
Fortuna Silver Mines
FSM
$2.54B
$129K ﹤0.01%
30,000
-1,470
-5% -$7.01K
SILV
852
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
$126K ﹤0.01%
13,820
– –
KODK icon
853
Kodak
KODK
$809M
$119K ﹤0.01%
18,161
– –
RES icon
854
RPC Inc
RES
$1.13B
$119K ﹤0.01%
20,000
-6,672
-25% -$41.4K
PGX icon
855
Invesco Preferred ETF
PGX
$3.79B
$119K ﹤0.01%
10,295
-900
-8% -$10.8K
NEWP
856
New Pacific Metals
NEWP
$809M
$118K ﹤0.01%
100,254
– –
STNE icon
857
StoneCo
STNE
$2.67B
$116K ﹤0.01%
14,614
-14,614
-50% -$148K
AMCR icon
858
Amcor
AMCR
$21.2B
$102K ﹤0.01%
2,176
– –
SAN icon
859
Banco Santander
SAN
$191B
$87.2K ﹤0.01%
+19,122
New +$91.9K
NMR icon
860
Nomura Holdings
NMR
$28.3B
$79.8K ﹤0.01%
13,789
– –
GUT
861
Gabelli Utility Trust
GUT
$564M
$76.2K ﹤0.01%
15,148
-11,954
-44% -$62K
GALT icon
862
Galectin Therapeutics
GALT
$230M
$61.9K ﹤0.01%
48,000
– –
PGEN icon
863
Precigen
PGEN
$1.94B
$55K ﹤0.01%
49,065
-49,065
-50% -$41.9K
UUUU icon
864
Energy Fuels
UUUU
$2.68B
$53.9K ﹤0.01%
10,505
– –
OPTT icon
865
Ocean Power Technologies
OPTT
$41.5M
$51.5K ﹤0.01%
50,500
-50,500
-50% -$12.7K
EQX icon
866
Equinox Gold
EQX
$7.07B
$50.2K ﹤0.01%
10,000
– –
HRTX icon
867
Heron Therapeutics
HRTX
$93.4M
$48.7K ﹤0.01%
31,847
– –
XBIT icon
868
XBiotech
XBIT
$68.6M
$46.6K ﹤0.01%
11,796
– –
MPT
869
Medical Properties Trust
MPT
$2.84B
$39.5K ﹤0.01%
10,000
– –
STI icon
870
Solidion Technology
STI
$51.5M
$30.7K ﹤0.01%
880
+300
+52% +$6.24K
CLSD
871
DELISTED
Clearside Biomedical
CLSD
$28.5K ﹤0.01%
2,000
-1,538
-43% -$25.3K
ABEV icon
872
Ambev
ABEV
$47.9B
$18.5K ﹤0.01%
10,000
– –
TLRY icon
873
Tilray
TLRY
$493M
$17.4K ﹤0.01%
1,305
-2,304
-64% -$33.8K
CYN icon
874
Cyngn
CYN
$14.9M
$8.49K ﹤0.01%
+67
New +$40.4K
ALB icon
875
Albemarle
ALB
$13.4B
– –
-4,540
Closed -$430K
33 34
35
36 37

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.