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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
UPS icon
126
United Parcel Service
UPS
$89.2B
$7.83M 0.1%
71,168
-4,570
-6% -$546K
BIL icon
127
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$7.77M 0.1%
84,666
+16,111
+24% +$1.48M
MO icon
128
Altria Group
MO
$126B
$7.71M 0.1%
128,532
-2,295
-2% -$125K
NOW icon
129
ServiceNow
NOW
$120B
$7.59M 0.1%
47,655
-11,990
-20% -$2.31M
CASY icon
130
Casey's General Stores
CASY
$32.7B
$7.56M 0.1%
17,410
+547
+3% +$224K
C icon
131
Citigroup
C
$216B
$7.42M 0.1%
104,463
+2,410
+2% +$184K
TSLA icon
132
Tesla
TSLA
$1.2T
$7.38M 0.1%
28,485
+2,841
+11% +$947K
BIV icon
133
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$7.36M 0.1%
96,089
-6,692
-7% -$505K
SONY icon
134
Sony
SONY
$136B
$7.15M 0.09%
281,443
+29,548
+12% +$683K
RF icon
135
Regions Financial
RF
$26.6B
$7.13M 0.09%
328,326
+97,615
+42% +$2.27M
NSC icon
136
Norfolk Southern
NSC
$75.8B
$7.12M 0.09%
30,045
+2,044
+7% +$498K
MRSH
137
Marsh
MRSH
$93.8B
$7.06M 0.09%
28,917
-53
-0.2% -$12K
MS icon
138
Morgan Stanley
MS
$325B
$7.03M 0.09%
60,273
+3,364
+6% +$433K
EOG icon
139
EOG Resources
EOG
$77.3B
$7.01M 0.09%
54,645
+1,419
+3% +$183K
AMAT icon
140
Applied Materials
AMAT
$357B
$6.98M 0.09%
48,109
+563
+1% +$94.7K
CAH icon
141
Cardinal Health
CAH
$54.4B
$6.87M 0.09%
49,862
-3,987
-7% -$508K
DIS icon
142
Walt Disney
DIS
$171B
$6.85M 0.09%
69,446
-4,690
-6% -$504K
CPRT icon
143
Copart
CPRT
$28.8B
$6.8M 0.09%
120,247
-3,370
-3% -$190K
VGT icon
144
Vanguard Information Technology ETF
VGT
$135B
$6.8M 0.09%
100,352
-6,736
-6% -$507K
AVLV icon
145
Avantis US Large Cap Value ETF
AVLV
$18B
$6.73M 0.09%
103,131
+51,088
+98% +$3.46M
SPTS icon
146
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.09B
$6.71M 0.09%
229,392
+24,683
+12% +$718K
BUFG icon
147
FT Vest Buffered Allocation Growth ETF
BUFG
$324M
$6.68M 0.09%
280,846
-21,997
-7% -$540K
VO icon
148
Vanguard Mid-Cap ETF
VO
$107B
$6.66M 0.09%
103,056
+6,116
+6% +$410K
AXP icon
149
American Express
AXP
$226B
$6.51M 0.08%
24,178
+657
+3% +$194K
GDX icon
150
VanEck Gold Miners ETF
GDX
$22.5B
$6.38M 0.08%
138,815
+13,536
+11% +$547K
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 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.