Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Portfolio holdings

AUM $29.7B
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$54.9B
AUM Growth
-$595M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$580M
2
+$571M
3
+$557M
4
ELV icon
Elevance Health
ELV
+$542M
5
NTRS icon
Northern Trust
NTRS
+$373M

Top Sells

1
+$738M
2
+$724M
3
+$641M
4
SNY icon
Sanofi
SNY
+$397M
5
STT icon
State Street
STT
+$345M

Sector Composition

1 Financials 20.51%
2 Industrials 15.82%
3 Energy 12.12%
4 Technology 10.58%
5 Healthcare 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$720K ﹤0.01%
64,988
-2,491
277
$704K ﹤0.01%
14,000
-2,127,698
278
$700K ﹤0.01%
+11,989
279
$696K ﹤0.01%
+13,015
280
$695K ﹤0.01%
59,443
-2,275
281
$693K ﹤0.01%
17,037
-652
282
$677K ﹤0.01%
12,398
-474
283
$668K ﹤0.01%
2,599
-99
284
$654K ﹤0.01%
89,276
-3,426
285
$647K ﹤0.01%
24,299
-928
286
$644K ﹤0.01%
8,807
-337
287
$638K ﹤0.01%
23,493
-902
288
$622K ﹤0.01%
22,137
-846
289
$618K ﹤0.01%
6,796
-3,149
290
$617K ﹤0.01%
+72,606
291
$596K ﹤0.01%
10,001
-384
292
$590K ﹤0.01%
+71,390
293
$572K ﹤0.01%
+99,141
294
$531K ﹤0.01%
90,038
-3,454
295
$448K ﹤0.01%
6,799
-903,732
296
$410K ﹤0.01%
40,733
-1,563
297
$380K ﹤0.01%
168,220
-1,318
298
$355K ﹤0.01%
118,255
-4,535
299
$278K ﹤0.01%
29,463
-1,095
300
$216K ﹤0.01%
4,372
10 11
12
13 14