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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
SAP icon
151
SAP
SAP
$209B
$6.38M 0.08%
23,770
+7,155
+43% +$1.95M
SSB icon
152
SouthState Bank Corp
SSB
$10.3B
$6.34M 0.08%
68,325
+3,331
+5% +$328K
NKE icon
153
Nike
NKE
$63.9B
$6.29M 0.08%
99,009
+28,871
+41% +$2.13M
MDY icon
154
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$6.16M 0.08%
11,555
+19
+0.2% +$10.8K
GWW icon
155
W.W. Grainger
GWW
$66B
$6.02M 0.08%
6,099
-1,300
-18% -$1.34M
CMI icon
156
Cummins
CMI
$88.5B
$6.02M 0.08%
19,213
+1,326
+7% +$467K
XLE icon
157
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
$6.01M 0.08%
128,606
-1,012
-0.8% -$45.6K
BFC icon
158
Bank First Corp
BFC
$1.68B
$5.99M 0.08%
59,445
– –
SDY icon
159
State Street SPDR S&P Dividend ETF
SDY
$22.3B
$5.94M 0.08%
43,764
-1,332
-3% -$179K
VYM icon
160
Vanguard High Dividend Yield ETF
VYM
$81.9B
$5.87M 0.08%
45,515
-1,401
-3% -$183K
ICE icon
161
Intercontinental Exchange
ICE
$86.4B
$5.78M 0.07%
33,536
-1,102
-3% -$181K
VGIT icon
162
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.8B
$5.73M 0.07%
96,492
+2,791
+3% +$163K
VWO icon
163
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$5.63M 0.07%
124,393
-4,468
-3% -$201K
ALC icon
164
Alcon
ALC
$33.7B
$5.59M 0.07%
58,892
-38,725
-40% -$3.47M
KLAC icon
165
KLA
KLAC
$249B
$5.58M 0.07%
82,050
+10,240
+14% +$738K
GSK icon
166
GSK
GSK
$108B
$5.46M 0.07%
141,027
-28,055
-17% -$1.03M
CMCSA icon
167
Comcast
CMCSA
$85.8B
$5.41M 0.07%
146,598
-5,471
-4% -$197K
BX icon
168
Blackstone
BX
$107B
$5.35M 0.07%
38,293
+5,787
+18% +$939K
EZM icon
169
WisdomTree US MidCap Fund
EZM
$948M
$5.32M 0.07%
89,272
+5,605
+7% +$350K
WFC icon
170
Wells Fargo
WFC
$263B
$5.31M 0.07%
73,956
-1,331
-2% -$99.9K
BLK icon
171
Blackrock
BLK
$170B
$5.28M 0.07%
5,582
-223
-4% -$219K
EMR icon
172
Emerson Electric
EMR
$85B
$5.26M 0.07%
47,994
-5,578
-10% -$672K
BUFD icon
173
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.94B
$5.25M 0.07%
210,229
+63,687
+43% +$1.63M
TMO icon
174
Thermo Fisher Scientific
TMO
$214B
$5.24M 0.07%
10,534
-825
-7% -$447K
ICSH icon
175
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
$5.24M 0.07%
103,363
+17,991
+21% +$910K
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 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.