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
$31.2B
AUM Growth
-$19.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$111M
3
+$109M
4
CB icon
Chubb
CB
+$109M
5
UNH icon
UnitedHealth
UNH
+$107M

Top Sells

1
+$1.23B
2
+$932M
3
+$763M
4
APD icon
Air Products & Chemicals
APD
+$755M
5
LOW icon
Lowe's Companies
LOW
+$743M

Sector Composition

1 Financials 19.69%
2 Industrials 17.12%
3 Energy 11.57%
4 Healthcare 11.07%
5 Technology 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$174K ﹤0.01%
25,093
-1,304
302
$162K ﹤0.01%
3,786
303
$149K ﹤0.01%
3,211
+784
304
$149K ﹤0.01%
1,168
-1,067,533
305
$140K ﹤0.01%
805
+151
306
$113K ﹤0.01%
+735
307
$113K ﹤0.01%
3,860
-4,620
308
$103K ﹤0.01%
1,173
309
$88K ﹤0.01%
2,177
-2,782
310
$85K ﹤0.01%
2,145
311
$59K ﹤0.01%
2,929
-61,779
312
$40K ﹤0.01%
+2,042
313
$39K ﹤0.01%
+1,723
314
$1K ﹤0.01%
10
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319
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325
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11 12
13
14 15