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
301
$892K ﹤0.01%
356,975
+244,502
302
$891K ﹤0.01%
98,323
+29,051
303
$864K ﹤0.01%
77,504
+32,340
304
$843K ﹤0.01%
23,302
-2,091
305
$804K ﹤0.01%
+71,034
306
$798K ﹤0.01%
66,265
+16,974
307
$750K ﹤0.01%
91,560
+13,200
308
$731K ﹤0.01%
+34,990
309
$731K ﹤0.01%
20,060
+100
310
$710K ﹤0.01%
30,035
+7,020
311
$668K ﹤0.01%
80,781
+29,024
312
$610K ﹤0.01%
45,347
+6,987
313
$573K ﹤0.01%
+33,081
314
$510K ﹤0.01%
53,083
-1,176
315
$451K ﹤0.01%
12,385
-198
316
$444K ﹤0.01%
+15,735
317
$433K ﹤0.01%
24,242
-537
318
$380K ﹤0.01%
18,497
-106,502
319
$371K ﹤0.01%
42,726
-946
320
$358K ﹤0.01%
+12,342
321
$352K ﹤0.01%
+6,220
322
$337K ﹤0.01%
82,212
+30,216
323
$306K ﹤0.01%
20,089
-445
324
$274K ﹤0.01%
35,513
+10,830
325
$219K ﹤0.01%
+72,405
11 12
13
14 15