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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
ONT
901
Onterris Inc
ONT
$731M
– –
-24,388
Closed -$641K
MGM icon
902
MGM Resorts International
MGM
$11.7B
– –
-7,911
Closed -$309K
MLGO
903
MicroAlgo
MLGO
$43.1M
– –
-94
Closed -$14.2K
MMS icon
904
Maximus
MMS
$3.32B
– –
-5,377
Closed -$501K
MOD icon
905
Modine Manufacturing
MOD
$9.46B
– –
-6,101
Closed -$810K
NEAR icon
906
iShares Short Maturity Bond ETF
NEAR
$4.82B
– –
-8,814
Closed -$452K
NFTY icon
907
First Trust India Nifty 50 Equal Weight ETF
NFTY
$133M
– –
-3,848
Closed -$250K
NFRA icon
908
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3B
– –
-9,132
Closed -$543K
NI icon
909
NiSource
NI
$21.5B
– –
-8,068
Closed -$280K
NSIT icon
910
Insight Enterprises
NSIT
$3.85B
– –
-2,623
Closed -$565K
NZF icon
911
Nuveen Municipal Credit Income Fund
NZF
$2.41B
– –
-13,916
Closed -$182K
OLN icon
912
Olin
OLN
$2.53B
– –
-5,268
Closed -$253K
PECO icon
913
Phillips Edison & Co
PECO
$5.5B
– –
-9,960
Closed -$376K
PFG icon
914
Principal Financial Group
PFG
$24.3B
– –
-3,270
Closed -$281K
PRCH icon
915
Porch Group
PRCH
$1.35B
– –
-15,917
Closed -$24.4K
QYLD icon
916
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.88B
– –
-10,400
Closed -$188K
RWJ icon
917
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.08B
– –
-13,031
Closed -$596K
RY icon
918
Royal Bank of Canada
RY
$287B
– –
-2,034
Closed -$254K
RYAM icon
919
Rayonier Advanced Materials
RYAM
$562M
– –
-36,500
Closed -$312K
SLVM icon
920
Sylvamo
SLVM
$1.52B
– –
-2,407
Closed -$207K
SMFG icon
921
Sumitomo Mitsui Financial
SMFG
$159B
– –
-15,754
Closed -$199K
SPEM icon
922
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.7B
– –
-7,650
Closed -$316K
SRLN icon
923
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
– –
-5,280
Closed -$221K
STEW
924
SRH Total Return Fund
STEW
$1.77B
– –
-12,794
Closed -$202K
SWK icon
925
Stanley Black & Decker
SWK
$14.5B
– –
-2,793
Closed -$307K
35 36
37
38 39

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.