LQAI0.420%
as of Jul 17
BAM
GrowthBROOKFIELD ASSET MGMT-A
Brookfield Asset Management Ltd. is a private equity firm specializing in acquisitions and growth capital investments. The firm primarily provides its services to institutional clients, high net worth individuals, financial institutions, public and private pension plans, sovereign wealth funds, endowments, and foundations. The firm manages separate client-focused public and private fund portfolios, listed partnerships, separate accounts, and co-investments.
Close · 3M
+3.07%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals6
Win rate67% (4/6)
Avg buy return+0.62%
LQAI · Weight increase · 2d
BAM is currently trading at $48.33, sitting at 76% of its 52-week high after a significant 1-year decline of -12.9%. However, recent activity shows positive 30-day and 90-day returns of +3.5% and +6.7% respectively. This emerging positive price momentum, following a period of underperformance, appears to have triggered increased interest from the Qraft AI. Operating within its core large-cap, AI-driven selection framework that avoids heavy factor tilts, LQAI's Qraft engine likely identified BAM as a financial constituent exhibiting a potential turnaround or value proposition. The consecutive weight increases from 0.39% to 0.43% in BAM, observed between July 9 and July 16, reflect the AI’s weekly rebalancing mechanism strengthening its conviction in the stock as it screens the US large-cap universe for improving fundamentals or sentiment.
weight 0.400% → 0.430% (+0.030 pp)·stock up 2.9% in the 30 days before
Jul 16·entry $49.57·now $47.37Fresh
-4.44%
since Jul 16
LQAI · Weight decrease · 2d
BAM's 30-day return of -7.5% and 1-year return of -16.3% present a picture of sustained underperformance, with the current $45.50 price sitting at 72% of its 52-week high. For LQAI, which employs the Qraft AI ranking for US large-cap core names, these negative metrics likely signaled a decrease in BAM's attractiveness according to its proprietary selection model. The consecutive weight decrease in LQAI, specifically from 0.53% on July 6 to 0.40% on July 7 and further to 0.39% on July 8, directly corresponds to this observed weakening in BAM's price performance. This weekly rebalancing decision reflects the Qraft AI engine's assessment, where BAM's consistent downward price movement—including a -2.7% 90-day return—would lower its algorithmic ranking within the fund's ~100 US large-cap portfolio. Given LQAI's style of AI-driven selection without a heavy factor tilt, the Qraft AI likely prioritized names demonstrating more favorable recent performance characteristics over BAM's declining trajectory, without necessarily adhering to pure momentum strategies.
weight 0.530% → 0.390% (-0.140 pp)·stock down 1.5% in the 30 days before
Jul 8·entry $45.50·now $47.37
+4.11%
since Jul 8
LQAI · Accumulation · 5d
The Qraft AI ranking applied within LQAI's US large-cap core universe initiated a gradual accumulation of BAM through its weekly rebalance cycle. Observing the weight change history, Brookfield Asset Management's allocation steadily climbed from 0.4800% on June 29 to 0.5300% by July 6. This consistent increase across multiple rebalances suggests the AI's models have identified a strengthening signal for the Financials sector company among the ~100 holdings. With BAM currently priced at $47.00, standing at 74% of its 52-week high and having experienced a -13.0% 1-year return, the AI may be positioning for a recovery from what it perceives as an undervalued entry point.
weight 0.500% → 0.530% (+0.030 pp)·stock up 3.9% in the 30 days before
Jul 6·entry $47.00·now $47.37Fresh
+0.79%
since Jul 6
LQAI · Weight increase · 3d
Brookfield Asset Management (BAM) is trading at $45.87, positioned at 73% of its 52-week high of $63.19, reflecting its negative 30-day return of -4.6% and a 1-year return of -15.6%. This current price context, near the lower end of its recent trading range, appears to have prompted the Qraft AI selection engine to increase LQAI's allocation to BAM. The AI-driven fund, managing a core large-cap portfolio without heavy factor tilts, systematically raised BAM's weight from 0.49% on June 30 to 0.52% by July 02. LQAI’s weekly rebalancing allowed the Qraft model to respond quickly, identifying a specific signal within this Financials sector company at these price levels, indicating a value-driven pick rather than a momentum chase.
weight 0.480% → 0.520% (+0.040 pp)·stock down 3.9% in the 30 days before
Jul 2·entry $45.87·now $47.37Drifting
+3.27%
since Jul 2
LQAI · Weight increase · 2d
BAM's current price of $45.87, representing a -15.6% 1-year return and standing at 73% of its 52-week high, reflects a valuation dynamic that the Qraft AI engine for LQAI appears to be capitalizing on. This AI-driven fund, focused on US large-cap core selection without heavy factor tilts, likely identified BAM as a favorable opportunity within its approximately 100-stock portfolio. The recent negative 30-day return of -4.6% further positions BAM at a level that prompted its ranking to rise within the Qraft system. Consequently, LQAI increased its allocation to BAM from 0.48% on June 29th to 0.49% on June 30th, and further to 0.50% on July 1st, reflecting sustained conviction from the weekly rebalancing mechanism.
weight 0.480% → 0.500% (+0.020 pp)·stock down 5.7% in the 30 days before
Jul 1·entry $45.40·now $47.37Drifting
+4.34%
since Jul 1
LQAI · Weight decrease · 2d
LQAI's recent consecutive weight decrease for BAM, specifically observed from 0.53% down to 0.49% over June 23rd to 25th, represents a measured shift in portfolio allocation. This gradual reduction, following an earlier consecutive drop from 0.54% to 0.51% between June 17th and 22nd, aligns with the Qraft AI’s ranking engine incrementally adjusting its position in the US large-cap core stock. Given BAM’s sustained price decline, including a -14.7% 90-day return and its current valuation at 71% of its 52-week high, the AI-driven selection mechanism, designed for core large-cap exposure without heavy factor tilts, is likely reducing exposure as the company exhibits persistent underperformance. The weekly rebalancing schedule enables these frequent, nuanced adjustments rather than sharp divestitures, reflecting the system’s continuous recalibration of BAM within the portfolio based on its evolving fundamental and market characteristics.
weight 0.530% → 0.490% (-0.040 pp)·stock down 9.2% in the 30 days before
Jun 25·entry $44.66·now $47.37
+6.07%
since Jun 25
LQAI · Weight decrease · 2d
The gradual, persistent trimming of BAM's allocation in LQAI, marked by a drop from 0.54% to 0.51% over recent rebalances, reflects the Qraft AI engine's dynamic adjustments. Given BAM’s sustained underperformance, evidenced by -5.0% over 30 days and -14.1% over a year, with its current price near 75% of its 52-week high, the AI's re-ranking likely signals reduced conviction. This measured decrease aligns with LQAI’s core large-cap, AI-driven strategy, where weekly rebalances allow the system to continuously refine its ~100 US large-cap selections based on evolving quantitative signals, moving away from positions exhibiting prolonged weakness rather than reacting with sharp, single-event cuts.
weight 0.540% → 0.510% (-0.030 pp)·stock down 1.6% in the 30 days before
Jun 22·entry $47.29·now $47.37
+0.17%
since Jun 22
LQAI · Weight decrease · 2d
LQAI's Qraft AI ranking engine, which manages its approximately 100 US large-cap core holdings, appears to be incrementally reducing its position in BAM. The fund's weekly rebalancing schedule allows for such precise and frequent adjustments, indicating the AI's continuous evaluation of the underlying asset's attractiveness. This pattern of consecutive weight decreases, from 0.54% to 0.52% over three days, signals the AI's algorithm is downgrading Brookfield Asset Management. Such a move aligns with BAM's sustained underperformance, as evidenced by its -16.0% return over the past year.
weight 0.540% → 0.520% (-0.020 pp)·stock down 4.3% in the 30 days before
Jun 11·entry $46.62·now $47.37
+1.61%
since Jun 11
LQAI · Weight increase · 2d
weight 0.330% → 0.360% (+0.030 pp)·stock down 5.0% in the 30 days before
Jun 5·entry $46.18·now $47.37Drifting
+2.58%
since Jun 5
LQAI · New entry · 1d
The AI ETF likely initiated a position in Brookfield Asset Management (BAM) by identifying a recent valuation opportunity or favorable market conditions for its robust, diversified alternative asset management business. For retail investors, this highlights the potential for AI to spot stable, long-term growth companies and suggests researching asset managers with strong, diversified portfolios as a potential diversification strategy.
weight 0 → 0.380% (new)·stock up 5.2% in the 30 days before
May 12·entry $48.74·now $47.37Fresh
-2.81%
since May 12
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.