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
$65.7B
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$810M
2
+$498M
3
+$330M
4
CAH icon
Cardinal Health
CAH
+$290M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$221M

Top Sells

1
+$570M
2
+$495M
3
+$336M
4
JPM icon
JPMorgan Chase
JPM
+$301M
5
CRH icon
CRH
CRH
+$280M

Sector Composition

1 Financials 21.89%
2 Healthcare 20.38%
3 Industrials 14.19%
4 Energy 11.61%
5 Technology 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15B 1.75%
14,309,762
-252,936
27
$1.13B 1.72%
17,631,574
-2,350,155
28
$1.05B 1.61%
8,414,907
-160,604
29
$1.04B 1.58%
14,907,763
-2,785,703
30
$1.02B 1.55%
6,557,493
-425,891
31
$985M 1.5%
8,860,178
-1,514,085
32
$968M 1.47%
20,492,378
-378,620
33
$831M 1.27%
17,025,950
+10,191,595
34
$810M 1.23%
+9,100,036
35
$788M 1.2%
25,681,414
-1,322,221
36
$763M 1.16%
18,792,977
-5,718,127
37
$641M 0.98%
9,339,402
+4,811,983
38
$638M 0.97%
19,168,679
-8,429,558
39
$605M 0.92%
5,874,994
-271,609
40
$560M 0.85%
46,368,068
-5,575,808
41
$494M 0.75%
4,020,866
-489,117
42
$479M 0.73%
33,117,688
-329,268
43
$451M 0.69%
7,598,096
+1,904,144
44
$397M 0.6%
17,087,451
-5,581,000
45
$391M 0.6%
5,574,295
-311,069
46
$390M 0.59%
2,865,407
-2,039,122
47
$387M 0.59%
7,246,089
-1,577,745
48
$338M 0.51%
2,084,778
-39,110
49
$336M 0.51%
8,017,919
+26,839
50
$317M 0.48%
2,265,337
-302,430
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2
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