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
$8.17B
AUM Growth
-$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$77.2M
2
+$29.9M
3
+$12.3M
4
DOX icon
Amdocs
DOX
+$3.09M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.02M

Top Sells

1
+$27.8M
2
+$21.6M
3
+$7.87M
4
SO icon
Southern Company
SO
+$7.68M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$6.9M

Sector Composition

1 Industrials 14.03%
2 Consumer Staples 9.09%
3 Technology 7.72%
4 Financials 7.56%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$888M 10.88%
8,221,214
+18,443
2
$713M 8.73%
5,241,713
+7,205
3
$615M 7.54%
2,924,936
+8,812
4
$543M 6.65%
9,700,358
+29,329
5
$220M 2.69%
5,852,101
-21,207
6
$178M 2.18%
1,081,268
+16,667
7
$167M 2.05%
1,210,793
-2,887
8
$156M 1.91%
1,009,387
-28,272
9
$128M 1.57%
550,259
+10,890
10
$116M 1.41%
1,472,727
-9,431
11
$114M 1.4%
1,682,562
-112,923
12
$112M 1.37%
312,609
-22,022
13
$110M 1.34%
3,796,661
-68,557
14
$103M 1.26%
3,485,471
+42,377
15
$96.1M 1.18%
2,642,143
+60,199
16
$80.7M 0.99%
462,849
-2,439
17
$78.1M 0.96%
1,257,261
-22,065
18
$77.2M 0.95%
+3,318,050
19
$74.1M 0.91%
3,256,591
-302,966
20
$71.7M 0.88%
1,276,487
-17,324
21
$71.4M 0.87%
890,793
-15,874
22
$70M 0.86%
253,646
+3,378
23
$61.8M 0.76%
546,987
+3,992
24
$61.3M 0.75%
2,178,321
+21,105
25
$58.5M 0.72%
433,026
-2,831
1
2 3 4 5