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
$63B
AUM Growth
+$927M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1 +$515M
2 +$349M
3 +$272M
4
SLB icon
SLB Ltd
SLB
+$252M
5
GE icon
GE Aerospace
GE
+$169M

Top Sells

1 +$834M
2 +$508M
3 +$482M
4
JPM icon
JPMorgan Chase
JPM
+$422M
5
MSFT icon
Microsoft
MSFT
+$278M

Sector Composition

1 Financials 18.62%
2 Healthcare 16.67%
3 Energy 14.26%
4 Industrials 12.49%
5 Technology 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.05B 1.66%
19,332,404
+3,115,135
27
$1.01B 1.6%
7,290,924
-1,666,669
28
$961M 1.52%
17,787,608
-14,885
29
$912M 1.45%
20,427,202
+954,977
30
$888M 1.41%
7,263,859
-138,027
31
$840M 1.33%
26,973,358
+2,873,132
32
$802M 1.27%
15,057,127
+543,717
33
$785M 1.25%
11,167,071
+4,962,875
34
$742M 1.18%
14,550,632
+10,106,120
35
$637M 1.01%
2,323,190
-118,676
36
$581M 0.92%
3,453,583
-183,529
37
$562M 0.89%
2,746,780
-408,260
38
$528M 0.84%
17,922,196
-5,372,209
39
$521M 0.83%
3,557,215
+283,864
40
$504M 0.8%
9,442,094
-884,579
41
$496M 0.79%
10,908,381
-92,620
42
$458M 0.73%
5,463,633
+830,355
43
$402M 0.64%
5,940,018
-822,688
44
$397M 0.63%
10,110,427
+112,835
45
$397M 0.63%
12,746,509
+2,671,008
46
$392M 0.62%
3,019,707
+165,156
47
$377M 0.6%
3,518,408
-12,085
48
$363M 0.58%
13,111,171
+3,057,429
49
$360M 0.57%
32,260,999
-427,549
50
$355M 0.56%
26,359,440
-472,304