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
$6.9B
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,309
New
Increased
Reduced
Closed

Top Buys

1
+$89.2M
2
+$60.4M
3
+$29.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$16.4M

Top Sells

1
+$187M
2
+$121M
3
+$66.5M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$54.5M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$53.8M

Sector Composition

1 Industrials 24.33%
2 Consumer Staples 7.79%
3 Technology 7.15%
4 Financials 6.08%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.48B 21.39%
8,700,653
-6,831
2
$532M 7.71%
2,773,418
-973,745
3
$493M 7.14%
4,373,944
-472,955
4
$379M 5.49%
8,486,224
-229,353
5
$125M 1.81%
872,692
+421,860
6
$124M 1.8%
6,051,152
-111,330
7
$123M 1.79%
1,352,644
-326,192
8
$119M 1.73%
1,507,976
-680,060
9
$106M 1.54%
2,735,011
+460,566
10
$103M 1.49%
504,128
-131,301
11
$96.7M 1.4%
2,636,853
-1,812,264
12
$94.1M 1.36%
562,221
+532,908
13
$83M 1.2%
2,965,434
-1,947,017
14
$82.2M 1.19%
843,531
+303,142
15
$65.5M 0.95%
212,351
-84,382
16
$63.6M 0.92%
460,920
-113,200
17
$63.2M 0.92%
252,380
-33,036
18
$60.8M 0.88%
1,172,458
-71,957
19
$59.3M 0.86%
1,106,789
-35,346
20
$59.2M 0.86%
753,756
-565,958
21
$50.6M 0.73%
431,408
-249,146
22
$50M 0.72%
1,050,348
+344,106
23
$45M 0.65%
1,249,085
-5,173
24
$44.3M 0.64%
627,370
-412,938
25
$42.7M 0.62%
303,841
-43,916
1
2 3 4 5