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
$6.68B
AUM Growth
+$516M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,483
New
Increased
Reduced
Closed

Top Buys

1
+$59.3M
2
+$20.6M
3
+$7.1M
4
UNH icon
UnitedHealth
UNH
+$2.86M
5
AZN icon
AstraZeneca
AZN
+$2.81M

Top Sells

1
+$53.3M
2
+$35.3M
3
+$12.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.2M
5
AAPL icon
Apple
AAPL
+$5.34M

Sector Composition

1 Industrials 26.82%
2 Consumer Staples 9%
3 Financials 8.41%
4 Technology 5.42%
5 Healthcare 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.58B 23.67%
12,324,808
-96,828
2
$445M 6.66%
8,729,757
-84,133
3
$431M 6.46%
2,742,407
-24,995
4
$419M 6.27%
3,293,525
-72,327
5
$213M 3.19%
6,094,641
+13,114
6
$139M 2.08%
2,108,618
+40,619
7
$92.3M 1.38%
1,293,922
+32,184
8
$74.5M 1.12%
575,163
-318
9
$70.5M 1.06%
526,220
-32,581
10
$69.5M 1.04%
1,403,980
-107,892
11
$69.2M 1.04%
1,262,220
+8,376
12
$68.9M 1.03%
626,462
-26,117
13
$68.4M 1.02%
233,251
-3,336
14
$66.3M 0.99%
550,340
+13,451
15
$63.6M 0.95%
316,724
+9,475
16
$63.2M 0.95%
807,611
+29,075
17
$62.8M 0.94%
2,433,166
+16,829
18
$59.4M 0.89%
1,532,914
+1,532,141
19
$53.7M 0.8%
961,533
+9,918
20
$50.6M 0.76%
1,188,396
+26,751
21
$47.2M 0.71%
226,934
-597
22
$46.8M 0.7%
147
23
$45M 0.67%
814,353
-29,274
24
$42.4M 0.63%
304,451
+1,447
25
$42.1M 0.63%
365,536
+2,639
1
2 3 4 5