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
$66.7B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$836M
2
+$743M
3
+$573M
4
LOW icon
Lowe's Companies
LOW
+$523M
5
CAH icon
Cardinal Health
CAH
+$370M

Top Sells

1
+$1.47B
2
+$1.2B
3
+$717M
4
STT icon
State Street
STT
+$593M
5
CRH icon
CRH
CRH
+$414M

Sector Composition

1 Healthcare 20.7%
2 Financials 20.57%
3 Industrials 12.91%
4 Energy 11.5%
5 Technology 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-42,726
352
– –
-119,799
353
– –
-108,235
354
– –
-6,885,683
11 12 13 14
15