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
$54.9B
AUM Growth
-$595M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$570M
2
+$551M
3
+$528M
4
ELV icon
Elevance Health
ELV
+$525M
5
NTRS icon
Northern Trust
NTRS
+$381M

Top Sells

1
+$753M
2
+$719M
3
+$619M
4
SNY icon
Sanofi
SNY
+$390M
5
STT icon
State Street
STT
+$382M

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
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