Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Portfolio holdings

AUM $30.5B
1-Year Est. Return 29.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51B
AUM Growth
-$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$597M
2
+$328M
3
+$292M
4
D icon
Dominion Energy
D
+$278M
5
LIN icon
Linde
LIN
+$249M

Top Sells

1
+$1.28B
2
+$454M
3
+$256M
4
BAC icon
Bank of America
BAC
+$231M
5
OXY icon
Occidental Petroleum
OXY
+$216M

Sector Composition

1 Financials 18.94%
2 Healthcare 15.79%
3 Energy 12.54%
4 Industrials 12.36%
5 Technology 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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402
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404
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408
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409
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410
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-13,511,900
411
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412
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414
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425
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