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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
SWKS icon
926
Skyworks Solutions
SWKS
$9.2B
– –
-5,123
Closed -$506K
TEL icon
927
TE Connectivity
TEL
$60B
– –
-1,359
Closed -$205K
TFI icon
928
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.06B
– –
-8,390
Closed -$393K
TM icon
929
Toyota
TM
$228B
– –
-1,171
Closed -$209K
TNYA icon
930
Tenaya Therapeutics
TNYA
$160M
– –
-14,600
Closed -$28.2K
TTD icon
931
Trade Desk
TTD
$8.97B
– –
-2,233
Closed -$245K
TWLO icon
932
Twilio
TWLO
$28.6B
– –
-4,058
Closed -$265K
UHAL icon
933
U-Haul Holding Co
UHAL
$14B
– –
-2,932
Closed -$227K
UHAL.B icon
934
U-Haul Holding Co Series N
UHAL.B
$12.4B
– –
-4,588
Closed -$330K
UMC icon
935
United Microelectronic
UMC
$42.9B
– –
-10,600
Closed -$89.3K
VCLT icon
936
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
– –
-41,236
Closed -$3.35M
VECO icon
937
Veeco
VECO
$2.62B
– –
-19,117
Closed -$633K
VGK icon
938
Vanguard FTSE Europe ETF
VGK
$30.1B
– –
-3,602
Closed -$256K
VONG icon
939
Vanguard Russell 1000 Growth ETF
VONG
$41.2B
– –
-2,994
Closed -$289K
VONV icon
940
Vanguard Russell 1000 Value ETF
VONV
$20.5B
– –
-3,228
Closed -$269K
VSS icon
941
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11B
– –
-1,830
Closed -$230K
VTR icon
942
Ventas
VTR
$47.5B
– –
-12,712
Closed -$815K
WBA
943
DELISTED
Walgreens Boots Alliance
WBA
– –
-12,965
Closed -$116K
WEC icon
944
WEC Energy
WEC
$36.3B
– –
-2,980
Closed -$287K
WYNN icon
945
Wynn Resorts
WYNN
$10.3B
– –
-2,112
Closed -$202K
XRAY icon
946
Dentsply Sirona
XRAY
$2.84B
– –
-8,866
Closed -$240K
ETH
947
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
– –
-5,107
Closed -$125K
BTC
948
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
– –
-3,484
Closed -$98.1K
AZPN
949
DELISTED
Aspen Technology Inc
AZPN
– –
-12,487
Closed -$2.98M
HCP
950
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
– –
-10,714
Closed -$363K
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.