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
351
$19K ﹤0.01%
550
352
$19K ﹤0.01%
140
353
$19K ﹤0.01%
236
354
$19K ﹤0.01%
306
355
$19K ﹤0.01%
+361
356
$18K ﹤0.01%
+455
357
$18K ﹤0.01%
469
358
$18K ﹤0.01%
425
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$17K ﹤0.01%
273
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360
$17K ﹤0.01%
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361
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$17K ﹤0.01%
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133
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$15K ﹤0.01%
315
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$15K ﹤0.01%
150
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$14K ﹤0.01%
513
375
$14K ﹤0.01%
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