SF

Synovus Financial Portfolio holdings

AUM $8.74B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.17B
AUM Growth
+$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1 +$74.9M
2 +$32.2M
3 +$19.9M
4
GPN icon
Global Payments
GPN
+$18.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$11.7M

Top Sells

1 +$18M
2 +$17.4M
3 +$11.3M
4
HD icon
Home Depot
HD
+$7.38M
5
RBC icon
RBC Bearings
RBC
+$6.49M

Sector Composition

1 Industrials 11.26%
2 Technology 11.17%
3 Financials 9.8%
4 Consumer Staples 8.74%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
APH icon
176
Amphenol
APH
$170B
$5.66M 0.07%
57,299
+2,593
CEG icon
177
Constellation Energy
CEG
$112B
$5.54M 0.07%
17,161
+1,311
CPRT icon
178
Copart
CPRT
$39.2B
$5.53M 0.07%
112,764
-7,483
XLE icon
179
Energy Select Sector SPDR Fund
XLE
$26.9B
$5.42M 0.07%
63,873
-430
BN icon
180
Brookfield
BN
$103B
$5.41M 0.07%
131,183
+702
AMT icon
181
American Tower
AMT
$83.3B
$5.4M 0.07%
24,429
-12,493
DE icon
182
Deere & Co
DE
$126B
$5.39M 0.07%
10,601
+56
RF icon
183
Regions Financial
RF
$21.8B
$5.34M 0.07%
226,928
-101,398
COR icon
184
Cencora
COR
$69.9B
$5.29M 0.06%
17,639
-1,202
CMCSA icon
185
Comcast
CMCSA
$99.7B
$5.27M 0.06%
147,604
+1,006
HLN icon
186
Haleon
HLN
$42.1B
$5.23M 0.06%
503,999
+29,988
SNPS icon
187
Synopsys
SNPS
$73.1B
$5.19M 0.06%
10,122
-605
EZM icon
188
WisdomTree US MidCap Fund
EZM
$846M
$5.08M 0.06%
82,203
-7,069
ALC icon
189
Alcon
ALC
$36.6B
$5.04M 0.06%
57,121
-1,771
COF icon
190
Capital One
COF
$138B
$5.02M 0.06%
23,574
+424
GWW icon
191
W.W. Grainger
GWW
$45.4B
$5.01M 0.06%
4,815
-1,284
ROK icon
192
Rockwell Automation
ROK
$42B
$5M 0.06%
15,058
-570
AZN icon
193
AstraZeneca
AZN
$262B
$4.94M 0.06%
70,732
+5,882
SDVY icon
194
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.82B
$4.92M 0.06%
139,505
+1,547
SYK icon
195
Stryker
SYK
$136B
$4.9M 0.06%
12,373
+18
IDV icon
196
iShares International Select Dividend ETF
IDV
$6.06B
$4.8M 0.06%
139,139
-2,455
BLK icon
197
Blackrock
BLK
$168B
$4.8M 0.06%
4,573
-1,009
CVS icon
198
CVS Health
CVS
$100B
$4.79M 0.06%
69,406
-1,174
VMC icon
199
Vulcan Materials
VMC
$38B
$4.73M 0.06%
18,128
-31
SCHG icon
200
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$4.71M 0.06%
161,263
+15,060