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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
SHY icon
101
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$11.1M 0.14%
135,568
+31,549
+30% +$2.59M
LQD icon
102
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.5B
$11.1M 0.14%
103,820
+10,177
+11% +$1.11M
IJH icon
103
iShares Core S&P Mid-Cap ETF
IJH
$123B
$10.8M 0.14%
173,151
+4,337
+3% +$278K
TSLA icon
104
Tesla
TSLA
$1.22T
$10.4M 0.13%
25,644
-2,516
-9% -$810K
PM icon
105
Philip Morris
PM
$317B
$9.91M 0.13%
82,303
-9,874
-11% -$1.25M
ACN icon
106
Accenture
ACN
$101B
$9.88M 0.13%
28,085
+2,123
+8% +$764K
PFF icon
107
iShares Preferred and Income Securities ETF
PFF
$13.2B
$9.87M 0.13%
313,840
-31,998
-9% -$1.04M
LIN icon
108
Linde
LIN
$239B
$9.86M 0.13%
23,537
-370
-2% -$169K
MDLZ icon
109
Mondelez International
MDLZ
$80B
$9.81M 0.12%
164,263
-36
-0% -$2.38K
GS icon
110
Goldman Sachs
GS
$308B
$9.77M 0.12%
17,047
+1,049
+7% +$585K
UPS icon
111
United Parcel Service
UPS
$90.5B
$9.55M 0.12%
75,738
-11,793
-13% -$1.55M
KMB icon
112
Kimberly-Clark
KMB
$37.8B
$9.38M 0.12%
71,608
-152
-0.2% -$20.7K
TXN icon
113
Texas Instruments
TXN
$255B
$9.22M 0.12%
49,183
-2,137
-4% -$427K
LOW icon
114
Lowe's Companies
LOW
$122B
$9.05M 0.12%
36,644
-12,829
-26% -$3.43M
IWS icon
115
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$9.03M 0.11%
69,780
-93
-0.1% -$12.4K
UNP icon
116
Union Pacific
UNP
$178B
$8.8M 0.11%
38,575
-5,437
-12% -$1.29M
SNPS icon
117
Synopsys
SNPS
$74.1B
$8.57M 0.11%
17,648
+2,586
+17% +$1.35M
CB icon
118
Chubb
CB
$141B
$8.54M 0.11%
30,893
+390
+1% +$111K
VGT icon
119
Vanguard Information Technology ETF
VGT
$136B
$8.34M 0.11%
107,088
-105,920
-50% -$8.14M
NEE icon
120
NextEra Energy
NEE
$188B
$8.33M 0.11%
116,184
-20,525
-15% -$1.59M
ALC icon
121
Alcon
ALC
$33.7B
$8.29M 0.11%
97,617
+3,280
+3% +$296K
DIS icon
122
Walt Disney
DIS
$171B
$8.26M 0.11%
74,136
-4,265
-5% -$448K
QCOM icon
123
Qualcomm
QCOM
$176B
$7.91M 0.1%
51,519
-3,161
-6% -$518K
WINN icon
124
Harbor Long-Term Growers ETF
WINN
$1.11B
$7.85M 0.1%
288,391
+34,277
+13% +$919K
GWW icon
125
W.W. Grainger
GWW
$66.2B
$7.8M 0.1%
7,399
+326
+5% +$367K
3 4
5
6 7

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.