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
$63B
AUM Growth
+$927M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$532M
2
+$351M
3
+$273M
4
SLB icon
SLB Ltd
SLB
+$266M
5
GE icon
GE Aerospace
GE
+$192M

Top Sells

1
+$822M
2
+$493M
3
+$482M
4
JPM icon
JPMorgan Chase
JPM
+$424M
5
MSFT icon
Microsoft
MSFT
+$263M

Sector Composition

1 Financials 18.62%
2 Healthcare 16.67%
3 Energy 14.26%
4 Industrials 12.49%
5 Technology 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$146K ﹤0.01%
5,968
+2,859
327
$145K ﹤0.01%
1,642
-1,250,093
328
$141K ﹤0.01%
4,904
+340
329
$131K ﹤0.01%
907
330
$115K ﹤0.01%
1,538
-1,628
331
$113K ﹤0.01%
+1,634
332
$110K ﹤0.01%
+698
333
$38K ﹤0.01%
1,109
-5
334
$31K ﹤0.01%
935
+248
335
$24K ﹤0.01%
194
336
$24K ﹤0.01%
376
337
$23K ﹤0.01%
158
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338
$23K ﹤0.01%
407
339
$22K ﹤0.01%
434
-31
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$22K ﹤0.01%
311
341
$22K ﹤0.01%
377
342
$21K ﹤0.01%
366
343
$21K ﹤0.01%
114
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344
$20K ﹤0.01%
437
345
$20K ﹤0.01%
303
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346
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281
347
$20K ﹤0.01%
149
+13
348
$20K ﹤0.01%
115
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349
$20K ﹤0.01%
328
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350
$20K ﹤0.01%
387
+75
12 13
14
15 16