Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Portfolio holdings

AUM $30B
1-Year Est. Return 21.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.4B
AUM Growth
-$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$96.5M
3
+$94.6M
4
HAL icon
Halliburton
HAL
+$94.2M
5
LAD icon
Lithia Motors
LAD
+$84.8M

Top Sells

1
+$247M
2
+$237M
3
+$97.8M
4
OPTU
Optimum Communications Inc
OPTU
+$72M
5
MRK icon
Merck
MRK
+$70.7M

Sector Composition

1 Healthcare 17.31%
2 Financials 16.27%
3 Industrials 13.8%
4 Energy 9.66%
5 Technology 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
322
+47
227
$4K ﹤0.01%
245
-20
228
$4K ﹤0.01%
330
229
$4K ﹤0.01%
87
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$3K ﹤0.01%
1,214
-503
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$3K ﹤0.01%
118
-20
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$3K ﹤0.01%
126
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$3K ﹤0.01%
+456
234
$3K ﹤0.01%
97
-13
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$3K ﹤0.01%
24
236
$3K ﹤0.01%
330
+127
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$3K ﹤0.01%
323
+42
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$3K ﹤0.01%
127
239
$3K ﹤0.01%
193
240
$3K ﹤0.01%
168
241
$3K ﹤0.01%
254
242
$3K ﹤0.01%
+632
243
$3K ﹤0.01%
156
244
$3K ﹤0.01%
+278
245
$3K ﹤0.01%
184
+37
246
$2K ﹤0.01%
48
247
$2K ﹤0.01%
+157
248
$2K ﹤0.01%
+67
249
$2K ﹤0.01%
100
250
$2K ﹤0.01%
62
8 9
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