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
251
$2K ﹤0.01%
80
252
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36
253
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45
254
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133
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$2K ﹤0.01%
97
256
$2K ﹤0.01%
288
257
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58
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239
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376
261
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106
262
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190
-88
263
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32
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64
265
$2K ﹤0.01%
1,234
266
$2K ﹤0.01%
+235
267
$2K ﹤0.01%
78
268
$2K ﹤0.01%
105
269
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+58
270
$2K ﹤0.01%
62
271
$2K ﹤0.01%
226
272
$2K ﹤0.01%
261
273
$2K ﹤0.01%
153
274
$1K ﹤0.01%
10
275
$1K ﹤0.01%
153
9 10
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12 13