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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
VZ icon
76
Verizon
VZ
$198B
$15.1M 0.19%
376,421
+12,240
+3% +$516K
DUK icon
77
Duke Energy
DUK
$100B
$14.9M 0.19%
138,668
-10,106
-7% -$1.14M
IWN icon
78
iShares Russell 2000 Value ETF
IWN
$14.4B
$14.9M 0.19%
90,874
+507
+0.6% +$86.5K
ADBE icon
79
Adobe
ADBE
$94.5B
$14.9M 0.19%
33,464
+374
+1% +$185K
RTX icon
80
RTX Corp
RTX
$294B
$14.7M 0.19%
126,621
-8,652
-6% -$1.05M
ETN icon
81
Eaton
ETN
$155B
$14.5M 0.18%
43,679
+1,647
+4% +$578K
VUG icon
82
Vanguard Growth ETF
VUG
$216B
$14.5M 0.18%
211,674
-179,916
-46% -$12.1M
BMY icon
83
Bristol-Myers Squibb
BMY
$128B
$14.4M 0.18%
254,547
-5,634
-2% -$315K
DRI icon
84
Darden Restaurants
DRI
$23.4B
$14.1M 0.18%
75,376
-3,220
-4% -$540K
KNG icon
85
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.43B
$14.1M 0.18%
279,838
+5,521
+2% +$293K
PEP icon
86
PepsiCo
PEP
$191B
$14M 0.18%
91,954
-34,011
-27% -$5.57M
CAT icon
87
Caterpillar
CAT
$402B
$14M 0.18%
38,457
-94
-0.2% -$36.5K
XLK icon
88
State Street Technology Select Sector SPDR ETF
XLK
$114B
$13.8M 0.18%
118,436
-12,040
-9% -$1.4M
TJX icon
89
TJX Companies
TJX
$173B
$13.4M 0.17%
110,515
-490
-0.4% -$58.5K
GIS icon
90
General Mills
GIS
$19.5B
$13.3M 0.17%
208,912
-308,908
-60% -$20.7M
IEFA icon
91
iShares Core MSCI EAFE ETF
IEFA
$188B
$13.3M 0.17%
188,671
+1,763
+0.9% +$130K
PANW icon
92
Palo Alto Networks
PANW
$259B
$12.9M 0.16%
70,970
-8,240
-10% -$1.56M
TRV icon
93
Travelers Companies
TRV
$81.4B
$12.7M 0.16%
52,801
-2,157
-4% -$539K
NOW icon
94
ServiceNow
NOW
$109B
$12.6M 0.16%
59,645
-7,710
-11% -$1.56M
IWO icon
95
iShares Russell 2000 Growth ETF
IWO
$14.4B
$12.3M 0.16%
42,777
-190
-0.4% -$56.2K
FISV
96
Fiserv Inc
FISV
$27.9B
$11.8M 0.15%
57,586
-52,981
-48% -$10.8M
VIG icon
97
Vanguard Dividend Appreciation ETF
VIG
$112B
$11.6M 0.15%
59,330
-32,963
-36% -$6.58M
ENB icon
98
Enbridge
ENB
$121B
$11.6M 0.15%
272,736
-1,070
-0.4% -$44.8K
GD icon
99
General Dynamics
GD
$105B
$11.4M 0.15%
43,428
-32,533
-43% -$9.37M
AGG icon
100
iShares Core US Aggregate Bond ETF
AGG
$138B
$11.2M 0.14%
115,466
+6,229
+6% +$614K
2 3
4
5 6

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.