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
351
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354
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355
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356
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357
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358
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362
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364
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365
-41,125