Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Portfolio holdings

AUM $31.4B
1-Year Est. Return 14.61%
This Quarter Est. Return
1 Year Est. Return
+14.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.8B
AUM Growth
-$9.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$240M
2
+$178M
3
+$141M
4
EXC icon
Exelon
EXC
+$111M
5
ORCL icon
Oracle
ORCL
+$101M

Top Sells

1
+$213M
2
+$110M
3
+$104M
4
APD icon
Air Products & Chemicals
APD
+$93.8M
5
MSFT icon
Microsoft
MSFT
+$88.3M

Sector Composition

1 Financials 19.14%
2 Industrials 16.57%
3 Healthcare 13.46%
4 Technology 12.99%
5 Utilities 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-116,562
377
– –
-2,378,888
378
– –
-1,516
379
– –
-117,775
380
– –
-39,404
381
– –
-454,990
382
– –
-604,349
383
– –
-34,497
12 13 14 15
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