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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
+0.96%
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
$7.86B
AUM Growth
-$776M
Cap. Flow
-$777M
Cap. Flow %
-9.88%
Top 10 Hldgs %
45.29%
Holding
953
New
38
Increased
286
Reduced
501
Closed
79

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$17.1M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$12.5M
3
CEG icon
Constellation Energy
CEG
+$3.3M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.59M
5
UBER icon
Uber
UBER
+$2.39M

Top Sells

Rank Stock Value
1
SO icon
Southern Company
SO
+$121M
2
XOM icon
ExxonMobil
XOM
+$37M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$33.7M
4
VFH icon
Vanguard Financials ETF
VFH
+$26.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$26.7M

Sector Composition

Rank Sector Weight
1 Industrials 14.46%
2 Technology 11.68%
3 Financials 9.89%
4 Consumer Staples 8.68%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GPN icon
1
Global Payments
GPN
$21.5B
$842M 10.72%
7,517,599
-51,165
-0.7% -$5.6M
IWD icon
2
iShares Russell 1000 Value ETF
IWD
$81.6B
$540M 6.87%
2,914,288
+65,374
+2% +$12.5M
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$125B
$515M 6.56%
5,130,868
-15,760
-0.3% -$1.55M
KO icon
4
Coca-Cola
KO
$355B
$508M 6.47%
8,163,320
-160,217
-2% -$10.5M
SNV
5
DELISTED
Synovus
SNV
$274M 3.48%
5,344,421
-270,095
-5% -$14M
AAPL icon
6
Apple
AAPL
$4.76T
$223M 2.84%
892,061
-21,690
-2% -$5.11M
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$187M 2.38%
319,013
-57,227
-15% -$33.7M
MSFT icon
8
Microsoft
MSFT
$2.89T
$166M 2.11%
393,888
-51,871
-12% -$22.1M
IWM icon
9
iShares Russell 2000 ETF
IWM
$81.6B
$162M 2.06%
732,734
+1,441
+0.2% +$329K
NVDA icon
10
NVIDIA
NVDA
$5.15T
$142M 1.8%
1,055,828
-159,865
-13% -$22M
SO icon
11
Southern Company
SO
$107B
$140M 1.78%
1,700,776
-1,377,183
-45% -$121M
VEA icon
12
Vanguard FTSE Developed Markets ETF
VEA
$228B
$137M 1.74%
2,856,431
-14,481
-0.5% -$727K
AFL icon
13
Aflac
AFL
$62.7B
$114M 1.45%
1,100,074
-94,806
-8% -$10.3M
IWR icon
14
iShares Russell Mid-Cap ETF
IWR
$56.7B
$91.7M 1.17%
1,037,300
-4,617
-0.4% -$419K
RSP icon
15
Invesco S&P 500 Equal Weight ETF
RSP
$95.6B
$88.2M 1.12%
503,258
+4,465
+0.9% +$807K
AMZN icon
16
Amazon
AMZN
$2.63T
$87.2M 1.11%
397,592
-8,650
-2% -$1.77M
LLY icon
17
Eli Lilly
LLY
$1.03T
$82.8M 1.05%
107,220
-2,773
-3% -$2.3M
HD icon
18
Home Depot
HD
$331B
$72.5M 0.92%
186,209
-9,955
-5% -$4.07M
JPM icon
19
JPMorgan Chase
JPM
$925B
$72.3M 0.92%
301,637
-2,944
-1% -$686K
QUAL icon
20
iShares MSCI USA Quality Factor ETF
QUAL
$45.9B
$71.6M 0.91%
402,217
+2,667
+0.7% +$484K
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$4.21T
$68.4M 0.87%
361,244
-1,372
-0.4% -$240K
IJR icon
22
iShares Core S&P Small-Cap ETF
IJR
$110B
$61.8M 0.79%
536,066
-38,150
-7% -$4.56M
AVGO icon
23
Broadcom
AVGO
$1.89T
$52.2M 0.66%
225,195
+1,468
+0.7% +$272K
PRF icon
24
Invesco FTSE RAFI US 1000 ETF
PRF
$9.76B
$48.2M 0.61%
1,195,631
-2,292
-0.2% -$94.7K
GLD icon
25
SPDR Gold Trust
GLD
$133B
$48.1M 0.61%
198,480
-95,310
-32% -$23.4M
1
2 3 4 5

Similar funds

WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return

Synovus Financial's Q4 2024 Portfolio in Review

As of Q4 2024, Synovus Financial held 953 positions worth $7.86B, down 9% from $8.63B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Synovus Financial withdrew a net $777M in Q4 2024, closing 79 positions and reducing 501 holdings. Its most notable exit was Vanguard Long-Term Corporate Bond ETF, an estimated $3.35M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Financials.

Against the trend, Synovus Financial opened a new position in LyondellBasell Industries worth $2.07M.

  • Synovus Financial's largest Q4 2024 buy was LyondellBasell Industries: 27,826 shares worth $2.07M.
  • Synovus Financial added most to iShares Core MSCI Emerging Markets ETF in Q4 2024, an estimated $17.1M increase.
  • Synovus Financial's biggest Q4 2024 reduction was Southern Company, cutting an estimated $121M.
  • Synovus Financial fully exited Vanguard Long-Term Corporate Bond ETF in Q4 2024, selling an estimated $3.35M.
  • Synovus Financial's ten largest holdings make up 45% of its $7.86B portfolio in Q4 2024.
  • Synovus Financial opened 38 new positions and closed 79 in Q4 2024.
  • Synovus Financial's portfolio value fell 9% quarter-over-quarter to $7.86B.

Based on Synovus Financial's 13F filing for Q4 2024, filed 13 Feb 2025.