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
276
$1K ﹤0.01%
79
277
$1K ﹤0.01%
51
278
$1K ﹤0.01%
102
279
$1K ﹤0.01%
200
280
$1K ﹤0.01%
23
281
$1K ﹤0.01%
122
282
$1K ﹤0.01%
17
283
$1K ﹤0.01%
181
284
$1K ﹤0.01%
265
285
$1K ﹤0.01%
+307
286
$1K ﹤0.01%
185
287
$1K ﹤0.01%
42
288
$1K ﹤0.01%
70
289
$1K ﹤0.01%
+47
290
$1K ﹤0.01%
50
291
$1K ﹤0.01%
39
292
$1K ﹤0.01%
51
293
$1K ﹤0.01%
37
294
$1K ﹤0.01%
55
295
$1K ﹤0.01%
46
296
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-2,630
297
– –
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298
– –
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299
– –
-69
300
– –
-560
9 10 11
12
13