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
$30.6B
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$382M
2
+$373M
3
+$360M
4
PNW icon
Pinnacle West Capital
PNW
+$282M
5
MDT icon
Medtronic
MDT
+$257M

Top Sells

1
+$430M
2
+$322M
3
+$244M
4
RTX icon
RTX Corp
RTX
+$236M
5
LOW icon
Lowe's Companies
LOW
+$229M

Sector Composition

1 Financials 17.18%
2 Healthcare 15.58%
3 Industrials 15.44%
4 Materials 10.09%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
144
-1,463
277
$2K ﹤0.01%
36
-382
278
$2K ﹤0.01%
37
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279
$2K ﹤0.01%
97
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280
$2K ﹤0.01%
40
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281
$2K ﹤0.01%
51
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282
$2K ﹤0.01%
122
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283
$2K ﹤0.01%
70
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284
$2K ﹤0.01%
48
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285
$2K ﹤0.01%
17
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286
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123
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287
$2K ﹤0.01%
+265
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$2K ﹤0.01%
235
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289
$2K ﹤0.01%
100
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290
$2K ﹤0.01%
82
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291
$2K ﹤0.01%
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$2K ﹤0.01%
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294
$2K ﹤0.01%
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295
$2K ﹤0.01%
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296
$2K ﹤0.01%
87
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297
$2K ﹤0.01%
42
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298
$2K ﹤0.01%
97
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299
$2K ﹤0.01%
50
-521
300
$2K ﹤0.01%
41
-1,599
10 11
12
13 14