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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
INTU icon
151
Intuit
INTU
$83.1B
$6.17M 0.08%
9,819
+2,324
+31% +$1.49M
MRSH
152
Marsh
MRSH
$87.5B
$6.15M 0.08%
28,970
-1,000
-3% -$222K
SHEL icon
153
Shell
SHEL
$239B
$6.13M 0.08%
97,786
-7,888
-7% -$517K
TSM icon
154
TSMC
TSM
$2.07T
$6M 0.08%
30,394
-561
-2% -$109K
VYM icon
155
Vanguard High Dividend Yield ETF
VYM
$81.3B
$5.99M 0.08%
46,916
-41,449
-47% -$5.4M
SDY icon
156
State Street SPDR S&P Dividend ETF
SDY
$22B
$5.96M 0.08%
45,096
-44,476
-50% -$6.21M
BLK icon
157
Blackrock
BLK
$165B
$5.95M 0.08%
5,805
+123
+2% +$125K
NVO
158
Novo Nordisk
NVO
$220B
$5.94M 0.08%
69,094
+14,397
+26% +$1.56M
SPTS icon
159
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.09B
$5.94M 0.08%
204,709
-221,338
-52% -$6.43M
TMO icon
160
Thermo Fisher Scientific
TMO
$208B
$5.91M 0.08%
11,359
-469
-4% -$258K
BFC icon
161
Bank First Corp
BFC
$1.65B
$5.89M 0.08%
59,445
– –
RPM icon
162
RPM International
RPM
$13.8B
$5.76M 0.07%
46,804
+318
+0.7% +$41.9K
GSK icon
163
GSK
GSK
$104B
$5.72M 0.07%
169,082
-7,719
-4% -$278K
HDB icon
164
HDFC Bank
HDB
$119B
$5.71M 0.07%
178,860
-322
-0.2% -$10.3K
CMCSA icon
165
Comcast
CMCSA
$80.9B
$5.71M 0.07%
152,069
-1,967
-1% -$81.6K
VWO icon
166
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$5.68M 0.07%
128,861
-51,462
-29% -$2.39M
BX icon
167
Blackstone
BX
$106B
$5.61M 0.07%
32,506
+871
+3% +$152K
XLE icon
168
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$5.55M 0.07%
129,618
-48,586
-27% -$2.21M
VGIT icon
169
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$5.44M 0.07%
93,701
-73,327
-44% -$4.31M
RF icon
170
Regions Financial
RF
$26.2B
$5.43M 0.07%
230,711
-144,861
-39% -$3.58M
BN icon
171
Brookfield
BN
$103B
$5.35M 0.07%
139,604
+2,517
+2% +$94.8K
SONY icon
172
Sony
SONY
$131B
$5.33M 0.07%
251,895
-675
-0.3% -$13.1K
NKE icon
173
Nike
NKE
$62.5B
$5.31M 0.07%
70,138
-10,163
-13% -$798K
WFC icon
174
Wells Fargo
WFC
$264B
$5.29M 0.07%
75,287
-23,762
-24% -$1.62M
EZM icon
175
WisdomTree US MidCap Fund
EZM
$941M
$5.23M 0.07%
83,667
-1,207
-1% -$77.3K
5 6
7
8 9

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.