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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
ANGL icon
876
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
– –
-10,980
Closed -$323K
AWK icon
877
American Water Works
AWK
$27B
– –
-1,511
Closed -$221K
BEN icon
878
Franklin Resources
BEN
$16.8B
– –
-20,630
Closed -$416K
BMRN icon
879
BioMarin Pharmaceuticals
BMRN
$11.9B
– –
-30,253
Closed -$2.13M
CHD icon
880
Church & Dwight Co
CHD
$23.7B
– –
-19,556
Closed -$2.05M
CLOI icon
881
VanEck CLO ETF
CLOI
$1.49B
– –
-3,966
Closed -$210K
CWB icon
882
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.41B
– –
-3,746
Closed -$287K
DES icon
883
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
– –
-6,068
Closed -$209K
DGT icon
884
State Street SPDR Global Dow ETF
DGT
$605M
– –
-2,786
Closed -$384K
DWX icon
885
State Street SPDR S&P International Dividend ETF
DWX
$529M
– –
-9,526
Closed -$366K
EPI icon
886
WisdomTree India Earnings Fund ETF
EPI
$2.04B
– –
-6,510
Closed -$328K
FBT icon
887
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.84B
– –
-1,183
Closed -$203K
FITB
888
Fifth Third Bancorp
FITB
$51.3B
– –
-6,985
Closed -$299K
FSMB icon
889
First Trust Short Duration Managed Municipal ETF
FSMB
$619M
– –
-12,853
Closed -$257K
GNRC icon
890
Generac Holdings
GNRC
$11.5B
– –
-1,888
Closed -$300K
GUNR icon
891
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
– –
-5,768
Closed -$238K
HISF icon
892
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$98.4M
– –
-5,055
Closed -$230K
HYEM icon
893
VanEck Emerging Markets High Yield Bond ETF
HYEM
$522M
– –
-13,896
Closed -$276K
HYGV icon
894
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.08B
– –
-20,576
Closed -$857K
IBP icon
895
Installed Building Products
IBP
$6.21B
– –
-2,498
Closed -$615K
ICVT icon
896
iShares Convertible Bond ETF
ICVT
$6.97B
– –
-2,680
Closed -$224K
KTB icon
897
Kontoor Brands
KTB
$4.71B
– –
-2,694
Closed -$220K
LDSF icon
898
First Trust Low Duration Strategic Focus ETF
LDSF
$161M
– –
-11,885
Closed -$228K
LNT icon
899
Alliant Energy
LNT
$18.6B
– –
-10,225
Closed -$621K
MDYG icon
900
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.76B
– –
-4,416
Closed -$388K
34 35
36
37 38

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.