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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
+0.37%
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
$3.27B
AUM Growth
–
Cap. Flow
+$3.29B
Cap. Flow
% of AUM
100.71%
Top 10 Holdings %
Top 10 Hldgs %
50.95%
Holding
819
New
817
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coca-Cola
KO
|
+$513M |
| 2 |
TSS
Total System Services, Inc.
TSS
|
+$408M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$172M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$145M |
| 5 |
SNV
Synovus
SNV
|
+$122M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 18.81% |
| 2 | Industrials | 16.58% |
| 3 | Financials | 8.43% |
| 4 | Technology | 5.04% |
| 5 | Healthcare | 4.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Coca-Cola
KO
$354B
| $497M | 15.21% |
+12,386,749
| New | +$513M |
|
|
TSS
2
DELISTED
Total System Services, Inc.
TSS
| $419M | 12.83% |
+17,119,136
| New | +$408M |
|
|
3
iShares Russell 1000 Value ETF
IWD
$82B
| $173M | 5.31% |
+2,070,040
| New | +$172M |
|
|
4
iShares Russell 1000 Growth ETF
IWF
$122B
| $144M | 4.4% |
+7,904,564
| New | +$145M |
|
|
SNV
5
DELISTED
Synovus
SNV
| $131M | 4.02% |
+6,428,491
| New | +$122M |
|
6
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
| $89.5M | 2.74% |
+787,450
| New | +$93.6M |
|
7
iShares Russell 2000 Value ETF
IWN
$14.4B
| $72.7M | 2.22% |
+846,151
| New | +$71.7M |
|
8
iShares Russell Mid-Cap ETF
IWR
$56.8B
| $48.4M | 1.48% |
+1,491,276
| New | +$48.3M |
|
9
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
| $45.2M | 1.38% |
+780,416
| New | +$45.2M |
|
10
iShares Russell 2000 Growth ETF
IWO
$14.5B
| $44.2M | 1.35% |
+396,162
| New | +$43.3M |
|
11
Aflac
AFL
$63.9B
| $39.3M | 1.2% |
+1,352,590
| New | +$36.7M |
|
12
iShares US Real Estate ETF
IYR
$4.59B
| $38.8M | 1.19% |
+583,989
| New | +$41.3M |
|
13
iShares Russell Mid-Cap Growth ETF
IWP
$20B
| $37.9M | 1.16% |
+1,057,544
| New | +$37.8M |
|
14
SPDR Gold Trust
GLD
$131B
| $37.6M | 1.15% |
+315,541
| New | +$43.2M |
|
15
ExxonMobil
XOM
$651B
| $35.4M | 1.08% |
+392,281
| New | +$35.3M |
|
16
iShares MSCI EAFE ETF
EFA
$76.4B
| $33.7M | 1.03% |
+588,882
| New | +$35.6M |
|
17
Southern Company
SO
$110B
| $32.5M | 0.99% |
+735,720
| New | +$33.8M |
|
18
iShares MSCI Emerging Markets ETF
EEM
$28B
| $29.6M | 0.91% |
+769,279
| New | +$31.9M |
|
19
State Street Technology Select Sector SPDR ETF
XLK
$115B
| $29.5M | 0.9% |
+1,929,652
| New | +$29.9M |
|
20
Vanguard Total Bond Market
BND
$157B
| $28.7M | 0.88% |
+355,025
| New | +$29.4M |
|
21
Johnson & Johnson
JNJ
$634B
| $28.2M | 0.86% |
+328,404
| New | +$27.9M |
|
22
Apple
AAPL
$4.89T
| $27.1M | 0.83% |
+1,909,572
| New | +$29.4M |
|
23
AT&T
T
$165B
| $25.8M | 0.79% |
+964,031
| New | +$26.8M |
|
24
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
| $25.6M | 0.78% |
+281,802
| New | +$26.5M |
|
25
Microsoft
MSFT
$2.84T
| $25M | 0.77% |
+724,930
| New | +$23.7M |
|
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Synovus Financial's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Synovus Financial, which disclosed 819 positions worth $3.27B. Its ten largest holdings account for 51% of the portfolio.
Its largest position is Coca-Cola: 12,386,749 shares worth $497M.
By sector, the portfolio is most concentrated in Consumer Staples at 19% of assets, followed by Industrials and Financials.
- Synovus Financial's largest Q2 2013 buy was Coca-Cola: 12,386,749 shares worth $497M.
- Synovus Financial's ten largest holdings make up 51% of its $3.27B portfolio in Q2 2013.
- Synovus Financial disclosed 819 positions in Q2 2013, its first 13F filing on record.
Based on Synovus Financial's 13F filing for Q2 2013, filed 6 Aug 2013.