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  5. BAM: I have held BAM in a taxable account since the spin off. [Brookfield Asset Management Ltd. Class A Limited Voting Shares]
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Investment Q&A

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Q: I have held BAM in a taxable account since the spin off.: position size of 1.65% and a gain of 109%. I also hold BN in both taxable and registered accounts: 2.97% position size and 60% gain. My aim going forward is to maximise growth. Is it a good idea to keep holding both or should I consolidate all into BN going forward? There are enough capital losses accrued to offset the capital gain on BAM if that is sold.
Asked by Maureen on September 17, 2025
5i Research Answer:

We can't personalize answers but we would remain veyr comfortable owning both BN and BAM. That being said, we do see BN as more 'growth oriented' and if that is the main goal we would also be fine with just BN. 

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