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Asset Manager ← All Institutions

COMERICA BANK

Q4 2025 · Filed 2026-01-29
Market Value
$25.0B
-5.7%
Holdings
3,734
+9
New Purchases
120
Added To
1,024
Closed
123
Reduced
1,999
Top 10 Concentration
25.9%
Turnover
6.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LLY 6.38% 4.30% +2.08% $1.6B
AGG 1.03% 0.64% +0.39% $257M
GOOGL 1.59% 1.25% +0.34% $398M
EFA 0.93% 0.63% +0.30% $233M
GOOG 1.24% 0.96% +0.28% $311M
IVV 2.82% 2.56% +0.26% $705M
AAPL 3.49% 3.25% +0.24% $874M
SPY 1.21% 1.09% +0.12% $303M
VWO 0.33% 0.22% +0.11% $82M
JNJ 0.69% 0.59% +0.09% $171M
MRK 0.39% 0.31% +0.09% $98M
IWD 0.82% 0.74% +0.08% $205M
CSCO 0.48% 0.40% +0.08% $120M
IAU 0.17% 0.09% +0.08% $42M
AMZN 1.69% 1.62% +0.07% $423M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FIX 0.02% 0.49% -0.48% $4M
TPR 0.03% 0.25% -0.22% $6M
MSFT 3.21% 3.42% -0.21% $802M
AXON 0.02% 0.21% -0.19% $5M
ORCL 0.37% 0.54% -0.17% $94M
LPLA 0.02% 0.18% -0.16% $6M
MGK 0.38% 0.53% -0.15% $94M
SMTC 0.01% 0.14% -0.14% $2M
P 0.04% 0.17% -0.13% $10M
ROKU 0.00% 0.13% -0.13% $363K
MASI 0.01% 0.13% -0.12% $2M
COHR 0.04% 0.17% -0.12% $11M
TRU 0.02% 0.14% -0.12% $5M
HD 0.77% 0.89% -0.12% $193M
META 1.03% 1.15% -0.11% $258M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $11.4B 45.7%
Large Cap 828 $10.7B 42.9%
Mid Cap 1,155 $2.3B 9.3%
Small Cap 1,262 $474M 1.9%
Micro Cap 421 $53M 0.2%

Portfolio Analytics

Avg Market Cap
$26.0B
Median Market Cap
$2.5B
Avg P/E
32.3
Median P/E
19.7
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
2,218
# ETFs / Funds
1,516

Top Holdings (3,734 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LLY 6.38% 1,485,360 $1.6B $1,074.68 $456M -9,402 -0.6%
2 AAPL 3.49% 3,216,562 $874M $271.86 $12M -170,772 -5.0%
3 MSFT 3.21% 1,658,593 $802M $483.62 -$104M -91,362 -5.2%
4 IVV 2.82% 1,029,808 $705M $684.94 $27M +16,435 +1.6%
5 NVDA 2.81% 3,771,095 $703M $186.50 -$56M -300,887 -7.4%
6 AMZN 1.69% 1,832,936 $423M $230.82 -$6M -119,793 -6.1%
7 GOOGL 1.59% 1,270,924 $398M $313.00 $67M -91,064 -6.7%
8 JPM 1.38% 1,069,071 $344M $322.22 -$4M -35,726 -3.2%
9 AVGO 1.31% 950,377 $329M $346.10 -$205K -47,261 -4.7%
10 GOOG 1.24% 989,922 $311M $313.80 $56M -55,643 -5.3%
11 SPY 1.21% 444,770 $303M $681.92 $14M +10,852 +2.5%
12 IWF 1.14% 604,730 $286M $473.30 -$2M -10,150 -1.6%
13 META 1.03% 391,003 $258M $660.09 -$46M -22,982 -5.5%
14 AGG 1.03% 2,570,509 $257M $99.88 $88M +885,705 +52.6%
15 EFA 0.93% 2,429,988 $233M $96.03 $67M +645,794 +36.2%
16 IWD 0.82% 974,143 $205M $210.34 $9M +13,612 +1.4%
17 IWB 0.80% 535,026 $200M $373.44 $4M +420 +0.1%
18 HD 0.77% 562,312 $193M $344.10 -$43M -20,276 -3.5%
19 V 0.75% 537,226 $188M $350.71 -$8M -37,687 -6.6%
20 IJH 0.73% 2,775,837 $183M $66.00 $2M -5,125 -0.2%
21 ABBV 0.69% 753,358 $172M $228.49 -$10M -31,250 -4.0%
22 JNJ 0.69% 828,197 $171M $206.95 $14M -23,029 -2.7%
23 XOM 0.66% 1,371,001 $165M $120.34 $3M -62,832 -4.4%
24 TSLA 0.65% 358,971 $161M $449.72 -$6M -18,273 -4.8%
25 WMT 0.62% 1,387,372 $155M $111.41 $7M -42,873 -3.0%
26 BRK-B 0.62% 306,782 $154M $502.65 -$5M -9,815 -3.1%
27 IJR 0.53% 1,104,333 $133M $120.18 -$3M -38,811 -3.4%
28 RTX 0.51% 693,082 $127M $183.40 $7M -23,210 -3.2%
29 CVX 0.48% 792,337 $121M $152.41 -$8M -37,961 -4.6%
30 CSCO 0.48% 1,562,947 $120M $77.03 $14M +10,496 +0.7%
31 VEA 0.46% 1,851,395 $116M $62.47 $7M +32,670 +1.8%
32 IVW 0.44% 896,757 $111M $123.26 -$4M -56,018 -5.9%
33 IEFA 0.44% 1,235,426 $111M $89.46 $3M +8,226 +0.7%
34 DFAX 0.44% 3,368,439 $110M $32.73 $3M -53,004 -1.6%
35 BIV 0.42% 1,364,610 $106M $77.88 $2M +33,975 +2.5%
36 MA 0.41% 181,305 $104M $570.88 -$6M -10,915 -5.7%
37 BAC 0.41% 1,864,831 $103M $55.00 $2M -82,183 -4.2%
38 PG 0.40% 699,689 $100M $143.31 -$16M -54,696 -7.2%
39 VOO 0.40% 159,051 $100M $627.13 $3M +1,056 +0.7%
40 MRK 0.39% 932,997 $98M $105.26 $17M -33,676 -3.5%
41 AVLV 0.39% 1,291,780 $98M $75.77 -$15M -266,801 -17.1%
42 COST 0.38% 110,727 $95M $862.34 -$15M -8,510 -7.1%
43 VTI 0.38% 283,195 $95M $335.27 $29K -6,037 -2.1%
44 MGK 0.38% 228,033 $94M $412.77 -$46M -120,282 -34.5%
45 KO 0.38% 1,343,590 $94M $69.91 $3M -34,505 -2.5%
46 ORCL 0.37% 481,014 $94M $194.91 -$50M -30,097 -5.9%
47 VB 0.37% 358,110 $92M $257.95 $2M +995 +0.3%
48 ABT 0.37% 735,393 $92M $125.29 -$10M -29,650 -3.9%
49 IEMG 0.36% 1,356,146 $91M $67.22 $12M +151,395 +12.6%
50 QQQ 0.34% 137,523 $84M $614.31 -$2M -6,317 -4.4%
51 IBM 0.33% 277,624 $82M $296.21 -$256K -14,730 -5.0%
52 VWO 0.33% 1,527,887 $82M $53.76 $23M +434,969 +39.8%
53 VONG 0.33% 673,006 $82M $121.75 $383K -3,801 -0.6%
54 IWM 0.32% 320,683 $79M $246.16 $7M +24,203 +8.2%
55 UTHR 0.31% 161,683 $79M $487.25 $13M +3,731 +2.4%
56 DGRW 0.31% 854,542 $76M $89.43 $8M +89,591 +11.7%
57 BND 0.30% 1,026,577 $76M $74.07 $4M +54,224 +5.6%
58 VGK 0.30% 907,722 $76M $83.61 $953K -31,395 -3.3%
59 NFLX 0.29% 775,494 $73M $93.76 -$28M +691,265 +820.7%
60 IVE 0.29% 341,229 $72M $212.07 -$2M -19,637 -5.4%
61 MCD 0.28% 226,746 $69M $305.63 -$975K -4,509 -1.9%
62 TJX 0.27% 440,965 $68M $153.61 $2M -14,581 -3.2%
63 ADP 0.27% 260,999 $67M $257.23 -$12M -9,754 -3.6%
64 VGLT 0.27% 1,195,187 $67M $55.80 $6M +136,224 +12.9%
65 PEP 0.27% 463,242 $66M $143.52 -$1M -19,729 -4.1%
66 VUG 0.26% 135,476 $66M $487.86 $2M +1,307 +1.0%
67 WFC 0.26% 704,280 $66M $93.20 $3M -44,167 -5.9%
68 RSP 0.26% 338,295 $65M $191.56 $1M +2,445 +0.7%
69 GS 0.26% 73,010 $64M $879.00 $4M -3,038 -4.0%
70 NEE 0.26% 795,723 $64M $80.28 $1M -33,116 -4.0%
71 PM 0.25% 397,171 $64M $160.40 -$5M -26,006 -6.2%
72 DFAC 0.25% 1,600,324 $63M $39.59 $332K -33,723 -2.1%
73 EMR 0.25% 477,314 $63M $132.72 -$3M -28,693 -5.7%
74 DVY 0.24% 427,919 $60M $141.14 -$1M -5,386 -1.2%
75 GE 0.24% 194,407 $60M $308.03 -$1M -8,015 -4.0%
76 INTU 0.24% 89,153 $59M $662.42 -$4M -3,058 -3.3%
77 CORZ 0.23% 3,997,581 $58M $14.56 -$25M -632,835 -13.7%
78 BSV 0.23% 737,194 $58M $78.81 -$4M -45,795 -5.8%
79 VO 0.23% 199,790 $58M $290.22 -$902K -677 -0.3%
80 UNH 0.23% 174,227 $58M $330.11 -$9M -17,909 -9.3%
81 GLD 0.22% 141,420 $56M $396.31 $6M +1,417 +1.0%
82 AXP 0.22% 149,551 $55M $369.95 $3M -8,585 -5.4%
83 C 0.21% 460,513 $54M $116.69 $4M -27,805 -5.7%
84 GLW 0.21% 613,605 $54M $87.56 $3M -9,218 -1.5%
85 IWR 0.21% 555,003 $53M $96.27 -$341K -1,924 -0.3%
86 XLK 0.21% 370,176 $53M $143.97 -$80K +180,810 +95.5%
87 VGT 0.21% 70,417 $53M $753.77 -$1M -2,037 -2.8%
88 BLK 0.21% 48,178 $52M $1,070.34 -$7M -1,947 -3.9%
89 AJG 0.21% 198,341 $51M $258.79 -$18M -23,884 -10.8%
90 TMO 0.20% 88,308 $51M $579.45 $7M -3,787 -4.1%
91 DGRO 0.20% 733,342 $51M $69.42 $2M +12,576 +1.7%
92 AMGN 0.20% 155,074 $51M $327.31 $4M -10,395 -6.3%
93 UNP 0.20% 219,357 $51M $231.32 -$2M -5,534 -2.5%
94 CAT 0.20% 88,491 $51M $572.87 $5M -7,346 -7.7%
95 ISRG 0.20% 89,160 $50M $566.36 $9M -3,853 -4.1%
96 MS 0.20% 281,661 $50M $177.53 $2M -18,763 -6.2%
97 DBEF 0.19% 987,939 $48M $48.11 -$585K -48,571 -4.7%
98 PLTR 0.19% 264,648 $47M $177.75 -$6M -23,982 -8.3%
99 VXUS 0.19% 621,820 $47M $75.44 -$434K -22,671 -3.5%
100 DIS 0.19% 412,151 $47M $113.77 -$4M -30,902 -7.0%

New Positions

SymbolValue% Port
Q $4M 0.01%
SOLS $3M 0.01%
BKGI $2M 0.01%
AKRE $1M 0.01%
CAM $1M 0.01%
USTB $1M —%
CITR $979K —%
WGMI $383K —%
EVHY $270K —%
EMKT $244K —%
SEZL $232K —%
MINO $228K —%
MDLN $204K —%
FTCA $202K —%
FIBR $202K —%

Sold Out Positions

SymbolValue% Port
CODI —%
TPVG —%
NXDT —%
KLC —%
BKSY —%
DFP —%
TY —%
ASAN —%
IFN —%
HGTY —%
GAM —%
CION —%
BRCC —%
RMT —%
OSCR —%
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