B
BROOKFIELD ASSET MANAGEMENT INC.
RIA/Wealth
BROOKFIELD ASSET MANAGEMENT INC. is a RIA/Wealth led by Jon Michael Pearlman, managing $85.8B across 115 long positions as of Q3 2025 with 84% Financial Services concentration, 95% concentrated in top 10 holdings, 79% allocation to BAM, and minimal technology exposure.
MemberJon Michael Pearlman
- Portfolio Value
- $85.8B
- Positions
- 115
- Top Holding
- BAM at 79.14%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BROOKFIELD ASSET MANAGEMENT INC.'s portfolio (95.4% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Asset Management Financial Services | $67.9B | 79.14% | — | 73.96% 1.19B shares | |
Oil & Gas Midstream Energy | $5.5B | 6.37% | — | 20.99% 101.6M shares | |
Asset Management Financial Services | $2.1B | 2.48% | — | 2.07% 31.0M shares | |
Renewable Utilities Utilities | $1.9B | 2.23% | +$1.8B Bought | 26.19% 74.3M shares | |
Asset Management Financial Services | $1.6B | 1.85% | — | 67.50% 47.2M shares | |
Conglomerates Industrials | $1.4B | 1.66% | — | 49.21% 43.7M shares | |
Oil & Gas Midstream Energy | $376.9M | 0.44% | -$385.1M Sold | 0.49% 5.9M shares | |
Independent Power Producers Utilities | $367.9M | 0.43% | +$75.7K Bought | 9.09% 26.9M shares | |
Renewable Utilities Utilities | $347.4M | 0.40% | — | 5.62% 10.1M shares | |
Oil & Gas Midstream Energy | $302.0M | 0.35% | -$47.1M Sold | 0.58% 1.3M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BROOKFIELD ASSET MANAGEMENT INC.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for BROOKFIELD ASSET MANAGEMENT INC.
GthenA