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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
YUM icon
176
Yum! Brands
YUM
$41.2B
$5.16M 0.07%
38,487
-805
-2% -$109K
PYPL icon
177
PayPal
PYPL
$51.5B
$5.16M 0.07%
60,495
-4,198
-6% -$353K
ICE icon
178
Intercontinental Exchange
ICE
$86.3B
$5.16M 0.07%
34,638
+764
+2% +$121K
AMD icon
179
Advanced Micro Devices
AMD
$750B
$5.09M 0.06%
42,099
+8,330
+25% +$1.2M
SPGI icon
180
S&P Global
SPGI
$128B
$5.05M 0.06%
10,136
-80
-0.8% -$40.6K
TTE icon
181
TotalEnergies
TTE
$186B
$5.04M 0.06%
92,517
+265
+0.3% +$16.1K
SDVY icon
182
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.7B
$4.96M 0.06%
138,244
+17,535
+15% +$656K
MLM icon
183
Martin Marietta Materials
MLM
$34.8B
$4.89M 0.06%
9,476
-545
-5% -$309K
MDT icon
184
Medtronic
MDT
$111B
$4.87M 0.06%
60,919
-5,819
-9% -$504K
VEEV icon
185
Veeva Systems
VEEV
$32.9B
$4.86M 0.06%
23,109
-21
-0.1% -$4.62K
FTSM icon
186
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
$4.84M 0.06%
80,958
+8,210
+11% +$492K
DE icon
187
Deere & Co
DE
$172B
$4.8M 0.06%
11,333
-28
-0.2% -$11.8K
MUB icon
188
iShares National Muni Bond ETF
MUB
$45.3B
$4.8M 0.06%
45,022
-4,598
-9% -$494K
AON icon
189
Aon
AON
$81.3B
$4.77M 0.06%
13,290
-566
-4% -$208K
APH icon
190
Amphenol
APH
$177B
$4.7M 0.06%
67,733
+1,724
+3% +$121K
VTI icon
191
Vanguard Total Stock Market ETF
VTI
$657B
$4.69M 0.06%
16,154
-11,337
-41% -$3.31M
TGT icon
192
Target
TGT
$65.5B
$4.69M 0.06%
34,660
-2,549
-7% -$365K
DOW icon
193
Dow Inc
DOW
$20.9B
$4.67M 0.06%
116,391
-6,922
-6% -$323K
VMC icon
194
Vulcan Materials
VMC
$37.4B
$4.66M 0.06%
18,115
-3,504
-16% -$942K
RBC icon
195
RBC Bearings
RBC
$18.3B
$4.6M 0.06%
15,384
+1,554
+11% +$478K
ROK icon
196
Rockwell Automation
ROK
$52.5B
$4.6M 0.06%
16,080
-2,986
-16% -$840K
SCHG icon
197
Schwab US Large-Cap Growth ETF
SCHG
$59.2B
$4.54M 0.06%
163,014
-176,778
-52% -$4.83M
BUFR icon
198
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
$4.53M 0.06%
148,807
+133
+0.1% +$4.03K
KLAC icon
199
KLA
KLAC
$251B
$4.53M 0.06%
71,810
+1,740
+2% +$118K
VRTX icon
200
Vertex Pharmaceuticals
VRTX
$123B
$4.49M 0.06%
11,154
-5
-0% -$2.32K
6 7
8
9 10

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.