SF

Synovus Financial Portfolio holdings

AUM $8.17B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.58B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$17.9M
3
+$17.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$17M
5
SNV icon
Synovus
SNV
+$5.04M

Top Sells

1
+$27.7M
2
+$17.2M
3
+$16.9M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$13.7M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.48M

Sector Composition

1 Consumer Staples 16.89%
2 Industrials 16.66%
3 Financials 8.55%
4 Technology 5.14%
5 Healthcare 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$491M 13.7%
11,513,673
-395,430
2
$455M 12.69%
14,697,267
-894,927
3
$213M 5.93%
2,125,349
+26,493
4
$192M 5.35%
2,092,081
+13,878
5
$143M 3.99%
6,050,006
+213,372
6
$84.5M 2.36%
714,558
+21,295
7
$61.5M 1.72%
657,710
+23,402
8
$53.7M 1.5%
766,589
+14,922
9
$47.2M 1.32%
1,068,654
+54,508
10
$46.5M 1.3%
1,174,312
-10,372
11
$39.6M 1.1%
1,570,052
+55,172
12
$39.3M 1.1%
613,040
+18,075
13
$38.8M 1.08%
889,401
+42,174
14
$38.2M 1.07%
491,271
+12,901
15
$37.7M 1.05%
1,295,488
-124,650
16
$32.2M 0.9%
342,820
-37,407
17
$28.8M 0.8%
270,265
-41,986
18
$26.7M 0.75%
326,145
+15,702
19
$26.7M 0.74%
668,810
+602
20
$26.3M 0.73%
133,275
+10,689
21
$24.9M 0.69%
935,332
-66,614
22
$24.2M 0.68%
208,218
+208,211
23
$24.2M 0.67%
196,924
-968
24
$23.7M 0.66%
511,268
-45,224
25
$23.6M 0.66%
203,505
+9,531
1
2 3 4 5