We are live on ! Find out more
SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Fund
S&P 500
This Quarter Est. Return
-1.15%
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
$7.73B
AUM Growth
-$128M
Cap. Flow
+$61M
Cap. Flow %
0.79%
Top 10 Hldgs %
44.09%
Holding
945
New
71
Increased
407
Reduced
359
Closed
49

Top Buys

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$55.3M
2
BINC icon
BlackRock Flexible Income ETF
BINC
+$54.1M
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$49.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.4M
5
SO icon
Southern Company
SO
+$16.1M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$33.7M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$32.2M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$29.7M
4
KO icon
Coca-Cola
KO
+$18.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17M

Sector Composition

Rank Sector Weight
1 Industrials 13.18%
2 Technology 10.18%
3 Financials 9.92%
4 Consumer Staples 9.64%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DASH icon
901
DoorDash
DASH
$84.3B
– –
-1,362
Closed -$228K
DON icon
902
WisdomTree US MidCap Dividend Fund
DON
$4.05B
– –
-6,457
Closed -$329K
EQR icon
903
Equity Residential
EQR
$25.8B
– –
-8,707
Closed -$625K
ETY icon
904
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.24B
– –
-16,052
Closed -$240K
EXAS
905
DELISTED
Exact Sciences
EXAS
– –
-3,600
Closed -$202K
FBIN icon
906
Fortune Brands Innovations
FBIN
$5.86B
– –
-3,846
Closed -$263K
FMC icon
907
FMC
FMC
$1.25B
– –
-23,531
Closed -$1.14M
FMX icon
908
Fomento Económico Mexicano
FMX
$41.2B
– –
-6,266
Closed -$536K
FYC icon
909
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.24B
– –
-2,761
Closed -$214K
B
910
Barrick Mining
B
$60.9B
– –
-10,124
Closed -$157K
GSAT icon
911
Globalstar
GSAT
$10.1B
– –
-6,830
Closed -$212K
H icon
912
Hyatt Hotels
H
$17.5B
– –
-3,522
Closed -$553K
IBTF
913
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-11,331
Closed -$264K
ICFI icon
914
ICF International
ICFI
$1.5B
– –
-17,890
Closed -$2.13M
IFF icon
915
International Flavors & Fragrances
IFF
$20.3B
– –
-3,872
Closed -$327K
IHDG icon
916
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.2B
– –
-7,634
Closed -$332K
INSP icon
917
Inspire Medical Systems
INSP
$1.47B
– –
-1,906
Closed -$353K
IVOV icon
918
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.34B
– –
-2,223
Closed -$213K
J icon
919
Jacobs Solutions
J
$16B
– –
-1,552
Closed -$205K
JBHT icon
920
JB Hunt Transport Services
JBHT
$25.9B
– –
-1,793
Closed -$306K
JCI icon
921
Johnson Controls International
JCI
$85.1B
– –
-2,844
Closed -$225K
KEYS icon
922
Keysight
KEYS
$50.7B
– –
-1,247
Closed -$200K
LOB icon
923
Live Oak Bancshares
LOB
$1.98B
– –
-5,500
Closed -$218K
LW icon
924
Lamb Weston
LW
$7.42B
– –
-3,077
Closed -$206K
LYB icon
925
LyondellBasell Industries
LYB
$19.5B
– –
-27,826
Closed -$2.07M
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 Q1 2025 Portfolio in Review

As of Q1 2025, Synovus Financial held 945 positions worth $7.73B, down 1.6% from $7.86B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Synovus Financial's Q1 2025 filing shows 71 new, 407 increased, 359 reduced and 49 closed positions. Its largest new stake was BlackRock Flexible Income ETF: 1,033,134 shares worth $54.1M. The largest sale was iShares Russell 2000 ETF, an estimated $33.7M.

By sector, the portfolio is most concentrated in Industrials at 13% of assets, down from 14% a quarter earlier, followed by Technology and Financials.

  • Synovus Financial's largest Q1 2025 buy was BlackRock Flexible Income ETF: 1,033,134 shares worth $54.1M.
  • Synovus Financial added most to iShares MSCI USA Quality Factor ETF in Q1 2025, an estimated $55.3M increase.
  • Synovus Financial's biggest Q1 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $33.7M.
  • Synovus Financial fully exited ICF International in Q1 2025, selling an estimated $2.13M.
  • Synovus Financial's ten largest holdings make up 44% of its $7.73B portfolio in Q1 2025.
  • Synovus Financial opened 71 new positions and closed 49 in Q1 2025.
  • Synovus Financial's portfolio value fell 1.6% quarter-over-quarter to $7.73B.

Based on Synovus Financial's 13F filing for Q1 2025, filed 14 May 2025.