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
301
$216K ﹤0.01%
1,573
-203,993
302
$203K ﹤0.01%
16,609
-634
303
$190K ﹤0.01%
2,976
304
$187K ﹤0.01%
3,342
305
$183K ﹤0.01%
9,720
306
$178K ﹤0.01%
4,959
+782
307
$167K ﹤0.01%
3,492
308
$159K ﹤0.01%
4,342
+1,063
309
$151K ﹤0.01%
1,098
310
$142K ﹤0.01%
1,401
+230
311
$137K ﹤0.01%
2,357
-870,290
312
$127K ﹤0.01%
907
313
$102K ﹤0.01%
1,082
314
$99K ﹤0.01%
5,479
315
$94K ﹤0.01%
1,346
-1,255
316
$78K ﹤0.01%
2,145
+200
317
$75K ﹤0.01%
1,941
-2,835
318
$70K ﹤0.01%
+1,713
319
$55K ﹤0.01%
680
320
$41K ﹤0.01%
861
-1,624,579
321
$29K ﹤0.01%
1,109
322
$26K ﹤0.01%
1,735
-10,840
323
$25K ﹤0.01%
194
324
$24K ﹤0.01%
434
325
$23K ﹤0.01%
807
11 12
13
14 15