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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
SPTI icon
201
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.5B
$4.37M 0.06%
156,810
-85,835
-35% -$2.43M
IDV icon
202
iShares International Select Dividend ETF
IDV
$8.29B
$4.36M 0.06%
159,089
-1,897
-1% -$54.3K
ICSH icon
203
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
$4.31M 0.05%
85,372
-102,816
-55% -$5.2M
VCSH icon
204
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$4.26M 0.05%
54,625
-47,827
-47% -$3.75M
GE icon
205
GE Aerospace
GE
$377B
$4.26M 0.05%
25,543
-32,247
-56% -$5.75M
SLB icon
206
SLB Ltd
SLB
$76.7B
$4.25M 0.05%
110,947
+1,230
+1% +$51.6K
GDX icon
207
VanEck Gold Miners ETF
GDX
$22.7B
$4.25M 0.05%
125,279
-48,169
-28% -$1.85M
SYK icon
208
Stryker
SYK
$135B
$4.24M 0.05%
11,762
-3,035
-21% -$1.12M
COF icon
209
Capital One
COF
$128B
$4.22M 0.05%
23,685
-740
-3% -$128K
EEM icon
210
iShares MSCI Emerging Markets ETF
EEM
$27.9B
$4.22M 0.05%
100,929
-1,709
-2% -$75.7K
FNDX icon
211
Schwab Fundamental US Large Company Index ETF
FNDX
$26.8B
$4.19M 0.05%
176,829
-179,133
-50% -$4.34M
IAU icon
212
iShares Gold Trust
IAU
$62.5B
$4.18M 0.05%
84,504
+2,320
+3% +$117K
AZN icon
213
AstraZeneca
AZN
$269B
$4.11M 0.05%
31,358
-1,072
-3% -$150K
IEF icon
214
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
$4.1M 0.05%
44,362
+2,903
+7% +$274K
SAP icon
215
SAP
SAP
$209B
$4.09M 0.05%
16,615
-250
-1% -$59.5K
SLV icon
216
iShares Silver Trust
SLV
$27.6B
$4.06M 0.05%
154,295
-67,784
-31% -$1.94M
ORLY icon
217
O'Reilly Automotive
ORLY
$76.8B
$4.01M 0.05%
50,685
-1,080
-2% -$87.1K
IYF icon
218
iShares US Financials ETF
IYF
$4.71B
$3.98M 0.05%
35,977
-590
-2% -$65.7K
COR icon
219
Cencora
COR
$61.8B
$3.97M 0.05%
17,658
+1,459
+9% +$343K
CP icon
220
Canadian Pacific Kansas City
CP
$81.4B
$3.97M 0.05%
54,800
+2,711
+5% +$209K
CSX icon
221
CSX Corp
CSX
$96.5B
$3.95M 0.05%
122,354
+8
+0% +$274
SCHW
222
Charles Schwab
SCHW
$183B
$3.93M 0.05%
53,107
-14,782
-22% -$1.11M
MAA icon
223
Mid-America Apartment Communities
MAA
$15.9B
$3.92M 0.05%
25,363
-4,400
-15% -$687K
ADSK icon
224
Autodesk
ADSK
$50.3B
$3.88M 0.05%
13,139
+354
+3% +$105K
USB icon
225
US Bancorp
USB
$99.3B
$3.87M 0.05%
80,936
+5,780
+8% +$284K
7 8
9
10 11

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.