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Asset Manager ← All Institutions

COMERICA BANK

Q2 2025 · Filed 2025-08-14
Market Value
$25.7B
+8.2%
Holdings
3,738
+41
New Purchases
153
Added To
1,414
Closed
133
Reduced
1,575
Top 10 Concentration
22.5%
Turnover
7.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.55% 2.88% +0.67% $912M
NVDA 2.61% 1.95% +0.66% $672M
AVGO 1.19% 0.76% +0.43% $307M
AGG 0.62% 0.27% +0.35% $160M
META 1.24% 1.04% +0.20% $318M
CORZ 0.30% 0.12% +0.18% $78M
ORCL 0.45% 0.32% +0.13% $116M
FIX 0.32% 0.20% +0.12% $81M
AMZN 1.73% 1.62% +0.11% $446M
GEV 0.11% 0.00% +0.11% $29M
JPM 1.31% 1.20% +0.11% $337M
IWF 1.08% 0.97% +0.11% $276M
HEI-A 0.13% 0.03% +0.10% $35M
NFLX 0.45% 0.35% +0.10% $116M
VWO 0.30% 0.21% +0.09% $78M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LLY 4.56% 5.22% -0.66% $1.2B
AAPL 2.85% 3.41% -0.56% $731M
UNH 0.25% 0.56% -0.31% $65M
VGLT 0.21% 0.40% -0.19% $53M
SPHY 0.01% 0.16% -0.15% $3M
ABBV 0.60% 0.73% -0.14% $153M
CVX 0.45% 0.58% -0.13% $115M
XTEN 0.02% 0.15% -0.13% $5M
BRK-B 0.65% 0.77% -0.12% $168M
XOM 0.63% 0.74% -0.12% $161M
JNJ 0.52% 0.61% -0.10% $133M
DKS 0.01% 0.11% -0.09% $4M
SAIA 0.03% 0.12% -0.09% $7M
PODD 0.04% 0.13% -0.09% $10M
MRK 0.31% 0.39% -0.08% $80M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $10.5B 41.0%
Large Cap 825 $11.9B 46.3%
Mid Cap 1,136 $2.7B 10.5%
Small Cap 1,261 $513M 2.0%
Micro Cap 448 $44M 0.2%

Portfolio Analytics

Avg Market Cap
$25.9B
Median Market Cap
$2.4B
Avg P/E
32.2
Median P/E
19.7
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
2,245
# ETFs / Funds
1,493

Top Holdings (3,738 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LLY 4.56% 1,502,660 $1.2B $779.53 -$68M +1,580 +0.1%
2 MSFT 3.55% 1,833,847 $912M $497.41 $229M +13,113 +0.7%
3 AAPL 2.85% 3,564,329 $731M $205.17 -$79M -82,584 -2.3%
4 NVDA 2.61% 4,253,741 $672M $157.99 $209M -23,022 -0.5%
5 IVV 2.30% 951,625 $591M $620.90 $41M -26,075 -2.7%
6 AMZN 1.73% 2,031,738 $446M $219.39 $60M +6,687 +0.3%
7 JPM 1.31% 1,163,368 $337M $289.91 $51M -3,226 -0.3%
8 META 1.24% 430,664 $318M $738.09 $71M +1,649 +0.4%
9 AVGO 1.19% 1,112,683 $307M $275.65 $126M +35,082 +3.3%
10 SPY 1.16% 484,324 $299M $617.85 $8M -36,676 -7.0%
11 IWF 1.08% 650,888 $276M $424.58 $46M +12,485 +2.0%
12 GOOGL 0.98% 1,433,577 $253M $176.23 $33M +11,046 +0.8%
13 HD 0.85% 594,557 $218M $366.64 $950K +2,351 +0.4%
14 V 0.84% 607,788 $216M $355.05 $8M +15,127 +2.5%
15 IWD 0.76% 1,006,251 $195M $194.23 $7M +2,262 +0.2%
16 GOOG 0.75% 1,081,132 $192M $177.39 $18M -31,744 -2.9%
17 IWB 0.73% 553,572 $188M $339.57 $13M -16,576 -2.9%
18 EFA 0.70% 2,007,111 $179M $89.39 $35M +234,490 +13.2%
19 IJH 0.68% 2,799,778 $174M $62.02 $7M -62,715 -2.2%
20 BRK-B 0.65% 345,376 $168M $485.77 -$16M +587 +0.2%
21 XOM 0.63% 1,494,895 $161M $107.80 -$16M +7,794 +0.5%
22 AGG 0.62% 1,609,970 $160M $99.20 $95M +951,724 +144.6%
23 ABBV 0.60% 825,532 $153M $185.62 -$21M -4,863 -0.6%
24 WMT 0.58% 1,515,735 $148M $97.78 $15M +414 +0.0%
25 MGK 0.55% 384,074 $141M $366.17 $19M -8,465 -2.2%
26 JNJ 0.52% 873,370 $133M $152.75 -$13M -7,076 -0.8%
27 PG 0.49% 787,007 $125M $159.32 -$8M +6,349 +0.8%
28 COST 0.49% 126,329 $125M $989.94 $7M +1,378 +1.1%
29 TSLA 0.48% 386,417 $123M $317.66 $23M +2,027 +0.5%
30 IJR 0.48% 1,122,636 $123M $109.29 $6M +11,372 +1.0%
31 ORCL 0.45% 530,437 $116M $218.63 $41M -7,055 -1.3%
32 NFLX 0.45% 86,421 $116M $1,339.13 $33M -1,953 -2.2%
33 CVX 0.45% 803,591 $115M $143.19 -$23M -20,251 -2.5%
34 CSCO 0.44% 1,632,729 $113M $69.38 $12M -12,312 -0.8%
35 ANSS 0.43% 316,463 $111M $351.22 $10M -1,559 -0.5%
36 MA 0.43% 197,734 $111M $561.94 $2M -1,688 -0.8%
37 RTX 0.43% 755,235 $110M $146.02 $13M +17,360 +2.4%
38 IVW 0.42% 985,456 $108M $110.10 $17M +484 +0.1%
39 ABT 0.42% 787,851 $107M $136.01 $3M +3,302 +0.4%
40 AVLV 0.41% 1,561,019 $106M $68.21 $5M +1,975 +0.1%
41 KO 0.40% 1,453,936 $103M $70.75 -$2M -6,233 -0.4%
42 BIV 0.40% 1,320,899 $102M $77.34 $6M +63,838 +5.1%
43 DFAX 0.40% 3,459,555 $102M $29.37 $9M -84,771 -2.4%
44 IEFA 0.39% 1,211,763 $101M $83.48 $11M +24,395 +2.0%
45 VEA 0.38% 1,700,295 $97M $57.01 $9M -36,946 -2.1%
46 BAC 0.37% 1,992,363 $94M $47.32 $10M -32,893 -1.6%
47 VTI 0.36% 303,022 $92M $303.93 $13M +14,623 +5.1%
48 VOO 0.35% 159,710 $91M $568.03 $20M +21,216 +15.3%
49 IBM 0.34% 299,964 $88M $294.78 $12M -6,697 -2.2%
50 ADP 0.34% 279,630 $86M $308.40 $2M +3,236 +1.2%
51 AJG 0.32% 257,697 $82M $320.12 -$6M +67 +0.0%
52 FIX 0.32% 151,279 $81M $536.21 $34M +5,085 +3.5%
53 VONG 0.31% 730,873 $80M $109.20 $12M -2,377 -0.3%
54 MRK 0.31% 1,005,405 $80M $79.16 -$13M -29,138 -2.8%
55 CORZ 0.30% 4,577,766 $78M $17.07 $50M +626,002 +15.8%
56 PM 0.30% 426,277 $78M $182.13 $9M -6,713 -1.6%
57 VWO 0.30% 1,567,397 $78M $49.46 $28M +462,782 +41.9%
58 BND 0.30% 1,051,702 $77M $73.63 -$4M -54,616 -4.9%
59 VB 0.29% 316,725 $75M $236.98 $8M +13,769 +4.5%
60 QQQ 0.29% 135,197 $75M $551.64 $3M -17,032 -11.2%
61 INTU 0.28% 92,956 $73M $787.64 $20M +5,658 +6.5%
62 IVE 0.28% 371,035 $73M $195.42 $2M +142 +0.0%
63 MCD 0.28% 245,807 $72M $292.17 -$6M -3,273 -1.3%
64 VGK 0.28% 912,682 $71M $77.50 $7M -579 -0.1%
65 EMR 0.26% 509,019 $68M $133.33 $11M -12,625 -2.4%
66 PEP 0.26% 505,623 $67M $132.04 -$10M -9,129 -1.8%
67 TPR 0.26% 747,959 $66M $87.81 $10M -49,548 -6.2%
68 WFC 0.25% 814,647 $65M $80.12 $8M +13,332 +1.7%
69 IEMG 0.25% 1,083,209 $65M $60.03 $8M +22,879 +2.2%
70 UNH 0.25% 207,952 $65M $311.97 -$68M -45,659 -18.0%
71 DGRW 0.25% 767,357 $64M $83.74 $3M -1,760 -0.2%
72 IWM 0.25% 293,960 $63M $215.79 $4M -1,775 -0.6%
73 RSP 0.24% 341,167 $62M $181.74 $5M +14,835 +4.5%
74 BSV 0.24% 786,255 $62M $78.70 $7M +83,933 +11.9%
75 AXON 0.24% 73,713 $61M $827.94 $13M -17,502 -19.2%
76 DFAC 0.24% 1,695,991 $61M $35.84 $4M -13,057 -0.8%
77 VUG 0.23% 137,652 $60M $438.40 $6M -9,077 -6.2%
78 NEE 0.23% 855,909 $59M $69.42 -$2M -16,752 -1.9%
79 UNP 0.23% 256,449 $59M $230.08 -$2M -3,590 -1.4%
80 TJX 0.23% 476,852 $59M $123.49 $242K -4,628 -1.0%
81 DVY 0.23% 440,550 $59M $132.81 -$2M -9,583 -2.1%
82 T 0.23% 2,003,385 $58M $28.94 -$332K -58,492 -2.8%
83 DIS 0.22% 464,972 $58M $124.01 $13M +17,084 +3.8%
84 CWST 0.22% 494,736 $57M $115.38 $2M +3,052 +0.6%
85 CRM 0.22% 209,080 $57M $272.69 -$305K -4,511 -2.1%
86 GS 0.22% 80,039 $57M $707.75 $11M -3,689 -4.4%
87 LPLA 0.22% 149,175 $56M $374.97 $4M -10,300 -6.5%
88 AXP 0.22% 174,511 $56M $318.98 $11M +6,679 +4.0%
89 AVUV 0.22% 610,646 $56M $91.10 $3M +6,588 +1.1%
90 BLK 0.21% 52,634 $55M $1,049.25 $5M -175 -0.3%
91 VO 0.21% 197,230 $55M $279.83 $5M +3,908 +2.0%
92 HON 0.21% 235,215 $55M $232.88 $4M -2,953 -1.2%
93 TXN 0.21% 262,208 $54M $207.62 $8M +1,046 +0.4%
94 GE 0.21% 209,226 $54M $257.39 $12M +2,369 +1.1%
95 VGLT 0.21% 953,155 $53M $56.12 -$41M -694,249 -42.1%
96 ISRG 0.21% 97,426 $53M $543.41 $6M +2,635 +2.8%
97 VGT 0.20% 78,035 $52M $663.27 $11M +3,114 +4.2%
98 IWR 0.19% 544,897 $50M $91.97 $4M -38 -0.0%
99 SYK 0.19% 125,644 $50M $395.63 $5M +5,539 +4.6%
100 AMGN 0.19% 177,659 $50M $279.21 -$5M +3,156 +1.8%

New Positions

SymbolValue% Port
GEV $29M 0.11%
RKLB $13M 0.05%
RAL $2M 0.01%
WEAV $2M 0.01%
FIP $2M 0.01%
EVSD $1M 0.01%
VSEC $1M —%
QBTS $524K —%
VBIL $470K —%
RGTI $371K —%
SPMO $341K —%
QLTY $321K —%
ANGIV $285K —%
TPYP $270K —%
ARDT $258K —%

Sold Out Positions

SymbolValue% Port
NUS —%
CTOS —%
HOV —%
STEM —%
MTW —%
KF —%
TDAY —%
IBTA —%
MHF —%
CRD-A —%
MEI —%
ORC —%
DNA —%
TE —%
BZH —%
View SEC EDGAR Filings for COMERICA BANK →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms