BC

Brookfield Corp Portfolio holdings

AUM $85.8B
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16B
AUM Growth
-$9.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$96.6M
2
+$84.5M
3
+$54M
4
DUK icon
Duke Energy
DUK
+$38.1M
5
IRM icon
Iron Mountain
IRM
+$34.2M

Top Sells

1
+$4.18B
2
+$1.02B
3
+$291M
4
TRTN
Triton International Limited
TRTN
+$221M
5
XEL icon
Xcel Energy
XEL
+$62.6M

Sector Composition

1 Energy 44.42%
2 Utilities 28.42%
3 Financials 10.76%
4 Real Estate 10.66%
5 Industrials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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15 16
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