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
MAN icon
926
ManpowerGroup
MAN
$2.6B
– –
-8,428
Closed -$486K
MGA icon
927
Magna International
MGA
$18.8B
– –
-13,613
Closed -$569K
NCNO icon
928
nCino
NCNO
$2.06B
– –
-15,384
Closed -$517K
PGX icon
929
Invesco Preferred ETF
PGX
$3.79B
– –
-10,295
Closed -$119K
PZA icon
930
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.23B
– –
-13,207
Closed -$312K
SA
931
Seabridge Gold
SA
$2.72B
– –
-13,000
Closed -$148K
SMCI icon
932
Super Micro Computer
SMCI
$16.6B
– –
-9,983
Closed -$304K
SNOW icon
933
Snowflake
SNOW
$98.1B
– –
-1,334
Closed -$206K
SPYV icon
934
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
– –
-4,268
Closed -$218K
SRE icon
935
Sempra
SRE
$58.1B
– –
-6,743
Closed -$591K
TER icon
936
Teradyne
TER
$50B
– –
-1,671
Closed -$210K
TOST icon
937
Toast
TOST
$18.9B
– –
-14,837
Closed -$541K
TQQQ icon
938
ProShares UltraPro QQQ
TQQQ
$28.6B
– –
-8,790
Closed -$348K
USRT icon
939
iShares Core US REIT ETF
USRT
$4.71B
– –
-5,513
Closed -$316K
VTHR icon
940
Vanguard Russell 3000 ETF
VTHR
$4.57B
– –
-805
Closed -$210K
WCN
941
Waste Connections
WCN
$43.6B
– –
-2,148
Closed -$369K
WDC icon
942
Western Digital
WDC
$159B
– –
-12,742
Closed -$574K
BERY
943
DELISTED
Berry Global Group, Inc.
BERY
– –
-7,547
Closed -$488K
SILV
944
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
– –
-13,820
Closed -$126K
SUM
945
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
– –
-28,689
Closed -$1.45M
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.