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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
-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
FISV
101
Fiserv Inc
FISV
$28.9B
$11M 0.14%
49,659
-7,927
-14% -$1.74M
IJH icon
102
iShares Core S&P Mid-Cap ETF
IJH
$123B
$10.9M 0.14%
186,625
+13,474
+8% +$837K
LQD icon
103
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.5B
$10.9M 0.14%
99,988
-3,832
-4% -$413K
CRM icon
104
Salesforce
CRM
$149B
$10.4M 0.13%
38,807
-7,511
-16% -$2.34M
MDLZ icon
105
Mondelez International
MDLZ
$80.2B
$10.3M 0.13%
151,709
-12,554
-8% -$774K
AGG icon
106
iShares Core US Aggregate Bond ETF
AGG
$138B
$10.3M 0.13%
103,822
-11,644
-10% -$1.14M
GS icon
107
Goldman Sachs
GS
$305B
$10.2M 0.13%
18,690
+1,643
+10% +$989K
IWO icon
108
iShares Russell 2000 Growth ETF
IWO
$14.4B
$10.1M 0.13%
39,716
-3,061
-7% -$864K
GD icon
109
General Dynamics
GD
$106B
$9.96M 0.13%
36,552
-6,876
-16% -$1.79M
PFF icon
110
iShares Preferred and Income Securities ETF
PFF
$13.2B
$9.91M 0.13%
322,597
+8,757
+3% +$276K
KMB icon
111
Kimberly-Clark
KMB
$37.5B
$9.84M 0.13%
69,168
-2,440
-3% -$329K
SHEL icon
112
Shell
SHEL
$239B
$9.78M 0.13%
133,516
+35,730
+37% +$2.41M
CB icon
113
Chubb
CB
$141B
$9.57M 0.12%
31,677
+784
+3% +$218K
NEE icon
114
NextEra Energy
NEE
$186B
$9.26M 0.12%
130,627
+14,443
+12% +$1.02M
UNP icon
115
Union Pacific
UNP
$175B
$9.15M 0.12%
38,713
+138
+0.4% +$33.2K
WINN icon
116
Harbor Long-Term Growers ETF
WINN
$1.11B
$9.08M 0.12%
370,541
+82,150
+28% +$2.21M
DHR icon
117
Danaher
DHR
$140B
$8.99M 0.12%
43,867
-33,340
-43% -$7.28M
IWS icon
118
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$8.88M 0.11%
70,528
+748
+1% +$97.4K
CMG icon
119
Chipotle Mexican Grill
CMG
$43B
$8.57M 0.11%
170,633
+43,208
+34% +$2.35M
TXN icon
120
Texas Instruments
TXN
$253B
$8.57M 0.11%
47,665
-1,518
-3% -$284K
LOW icon
121
Lowe's Companies
LOW
$122B
$8.45M 0.11%
36,246
-398
-1% -$97.9K
MMM icon
122
3M
MMM
$94.1B
$8.41M 0.11%
57,255
-761
-1% -$112K
NFLX icon
123
Netflix
NFLX
$301B
$8.35M 0.11%
89,550
+5,320
+6% +$506K
AMT icon
124
American Tower
AMT
$79.9B
$8.03M 0.1%
36,922
-2,413
-6% -$473K
GLDM icon
125
SPDR Gold MiniShares Trust
GLDM
$27.4B
$7.98M 0.1%
129,015
+4,709
+4% +$267K
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 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.