Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Portfolio holdings

AUM $31.4B
1-Year Est. Return 14.61%
This Quarter Est. Return
1 Year Est. Return
+14.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.7B
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$810M
2
+$498M
3
+$330M
4
CAH icon
Cardinal Health
CAH
+$290M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$221M

Top Sells

1
+$570M
2
+$495M
3
+$336M
4
JPM icon
JPMorgan Chase
JPM
+$301M
5
CRH icon
CRH
CRH
+$280M

Sector Composition

1 Financials 21.89%
2 Healthcare 20.38%
3 Industrials 14.19%
4 Energy 11.61%
5 Technology 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.13M ﹤0.01%
170,825
+60,365
252
$2.09M ﹤0.01%
112,329
+3,586
253
$2.08M ﹤0.01%
43,189
-947
254
$2.05M ﹤0.01%
52,527
+141
255
$2M ﹤0.01%
+147,553
256
$1.99M ﹤0.01%
163,369
-441
257
$1.89M ﹤0.01%
95,392
-1,054
258
$1.89M ﹤0.01%
25,082
+500
259
$1.87M ﹤0.01%
+34,337
260
$1.82M ﹤0.01%
102,126
-959
261
$1.81M ﹤0.01%
+364,945
262
$1.81M ﹤0.01%
119,141
+60
263
$1.8M ﹤0.01%
16,114
+4,302
264
$1.79M ﹤0.01%
6,372
+1,844
265
$1.78M ﹤0.01%
116,363
-2,100
266
$1.72M ﹤0.01%
271,466
-1,968
267
$1.72M ﹤0.01%
77,029
+26,233
268
$1.64M ﹤0.01%
+45,840
269
$1.61M ﹤0.01%
54,184
+2,465
270
$1.59M ﹤0.01%
+169,907
271
$1.56M ﹤0.01%
20,978
+400
272
$1.51M ﹤0.01%
+266,743
273
$1.44M ﹤0.01%
112,361
-778
274
$1.38M ﹤0.01%
59,726
+2,872
275
$1.37M ﹤0.01%
37,576
-832
9 10
11
12 13