SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.17B
AUM Growth
+$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1 +$74.9M
2 +$32.2M
3 +$19.9M
4
GPN icon
Global Payments
GPN
+$18.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.7M

Top Sells

1 +$18M
2 +$17.4M
3 +$11.3M
4
HD icon
Home Depot
HD
+$7.38M
5
RBC icon
RBC Bearings
RBC
+$6.49M

Sector Composition

1 Industrials 11.26%
2 Technology 11.17%
3 Financials 9.8%
4 Consumer Staples 8.74%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UNH icon
101
UnitedHealth
UNH
$291B
$10.9M 0.13%
35,051
-6,281
WINN icon
102
Harbor Long-Term Growers ETF
WINN
$1.05B
$10.9M 0.13%
373,210
+2,669
PEP icon
103
PepsiCo
PEP
$194B
$10.8M 0.13%
81,482
-2,484
ACN icon
104
Accenture
ACN
$150B
$10.7M 0.13%
35,947
+526
ADBE icon
105
Adobe
ADBE
$137B
$10.6M 0.13%
27,517
-1,588
GD icon
106
General Dynamics
GD
$91.9B
$10.5M 0.13%
35,943
-609
CRM icon
107
Salesforce
CRM
$228B
$10.5M 0.13%
38,326
-481
SLV icon
108
iShares Silver Trust
SLV
$23.6B
$10.4M 0.13%
315,964
+163,306
NEE icon
109
NextEra Energy
NEE
$171B
$10.2M 0.13%
147,310
+16,683
TSM icon
110
TSMC
TSM
$1.5T
$10.2M 0.13%
45,121
+14,454
AGG icon
111
iShares Core US Aggregate Bond ETF
AGG
$132B
$10.1M 0.12%
101,732
-2,090
SHEL icon
112
Shell
SHEL
$213B
$9.92M 0.12%
140,945
+7,429
TXN icon
113
Texas Instruments
TXN
$147B
$9.74M 0.12%
46,895
-770
PFF icon
114
iShares Preferred and Income Securities ETF
PFF
$14.4B
$9.65M 0.12%
314,408
-8,189
IWS icon
115
iShares Russell Mid-Cap Value ETF
IWS
$14B
$9.64M 0.12%
72,955
+2,427
NOW icon
116
ServiceNow
NOW
$179B
$9.59M 0.12%
9,331
-200
CB icon
117
Chubb
CB
$111B
$9.52M 0.12%
32,844
+1,167
MDLZ icon
118
Mondelez International
MDLZ
$72.5B
$9.31M 0.11%
137,984
-13,725
FI icon
119
Fiserv
FI
$33.1B
$9.2M 0.11%
53,360
+3,701
C icon
120
Citigroup
C
$180B
$9.15M 0.11%
107,470
+3,007
VGT icon
121
Vanguard Information Technology ETF
VGT
$110B
$9.05M 0.11%
13,624
+1,080
KMB icon
122
Kimberly-Clark
KMB
$33.4B
$9.04M 0.11%
70,102
+934
TSLA icon
123
Tesla
TSLA
$1.48T
$9.03M 0.11%
28,429
-56
MS icon
124
Morgan Stanley
MS
$260B
$9.01M 0.11%
63,968
+3,695
AXP icon
125
American Express
AXP
$252B
$8.94M 0.11%
28,019
+3,841