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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
AMAT icon
126
Applied Materials
AMAT
$378B
$7.73M 0.1%
47,546
+1,923
+4% +$349K
CMG icon
127
Chipotle Mexican Grill
CMG
$43B
$7.68M 0.1%
127,425
+14,941
+13% +$900K
BIV icon
128
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$7.68M 0.1%
102,781
-75,528
-42% -$5.74M
NFLX icon
129
Netflix
NFLX
$301B
$7.51M 0.1%
84,230
-42,440
-34% -$3.49M
MMM icon
130
3M
MMM
$94.1B
$7.49M 0.1%
58,016
-152
-0.3% -$19.9K
BUFG icon
131
FT Vest Buffered Allocation Growth ETF
BUFG
$325M
$7.42M 0.09%
302,843
+16,035
+6% +$392K
AMT icon
132
American Tower
AMT
$79.9B
$7.22M 0.09%
39,335
+1,586
+4% +$329K
C icon
133
Citigroup
C
$222B
$7.18M 0.09%
102,053
-1,169
-1% -$78.8K
MS icon
134
Morgan Stanley
MS
$333B
$7.16M 0.09%
56,909
-2,849
-5% -$351K
CPRT icon
135
Copart
CPRT
$28.4B
$7.09M 0.09%
123,617
+1,939
+2% +$110K
AXP icon
136
American Express
AXP
$227B
$6.98M 0.09%
23,521
+30
+0.1% +$8.62K
MO icon
137
Altria Group
MO
$125B
$6.84M 0.09%
130,827
-3,022
-2% -$161K
CCJ icon
138
Cameco
CCJ
$37.9B
$6.7M 0.09%
130,378
+2,241
+2% +$122K
CASY icon
139
Casey's General Stores
CASY
$31.7B
$6.68M 0.09%
16,863
+268
+2% +$108K
EMR icon
140
Emerson Electric
EMR
$85B
$6.64M 0.08%
53,572
-593
-1% -$71.9K
NSC icon
141
Norfolk Southern
NSC
$76.1B
$6.57M 0.08%
28,001
-714
-2% -$182K
MDY icon
142
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$6.57M 0.08%
11,536
-709
-6% -$416K
EOG icon
143
EOG Resources
EOG
$74.4B
$6.52M 0.08%
53,226
-44,130
-45% -$5.64M
LEN icon
144
Lennar Class A
LEN
$21.1B
$6.48M 0.08%
49,071
+161
+0.3% +$26.2K
SSB icon
145
SouthState Bank Corp
SSB
$10.3B
$6.47M 0.08%
64,994
-51,410
-44% -$5.3M
GLDM icon
146
SPDR Gold MiniShares Trust
GLDM
$27.4B
$6.46M 0.08%
124,306
-120,208
-49% -$6.34M
VO icon
147
Vanguard Mid-Cap ETF
VO
$107B
$6.41M 0.08%
96,940
-81,660
-46% -$5.54M
CAH icon
148
Cardinal Health
CAH
$54.5B
$6.37M 0.08%
53,849
+677
+1% +$79K
BIL icon
149
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$6.27M 0.08%
68,555
-33,306
-33% -$3.05M
CMI icon
150
Cummins
CMI
$88.5B
$6.24M 0.08%
17,887
+1,996
+13% +$701K
4 5
6
7 8

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.