Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Portfolio holdings

AUM $29.7B
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26.2B
AUM Growth
-$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$296M
2
+$207M
3
+$182M
4
SN icon
SharkNinja
SN
+$132M
5
ALL icon
Allstate
ALL
+$126M

Top Sells

1
+$270M
2
+$261M
3
+$209M
4
VRT icon
Vertiv
VRT
+$191M
5
FMX icon
Fomento Económico Mexicano
FMX
+$116M

Sector Composition

1 Financials 14.91%
2 Industrials 13.97%
3 Healthcare 13.58%
4 Technology 11.79%
5 Energy 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$427M 1.63%
3,552,366
-264,806
27
$420M 1.61%
5,701,469
+1,216,375
28
$416M 1.59%
15,467,593
-188,840
29
$406M 1.55%
13,952,725
-583,741
30
$400M 1.53%
15,982,040
+225,088
31
$380M 1.45%
3,587,023
-2,553,137
32
$369M 1.41%
11,158,976
-689,207
33
$352M 1.35%
2,784,008
-92,824
34
$343M 1.31%
3,474,413
+107,320
35
$336M 1.29%
4,819,416
+276,796
36
$315M 1.2%
4,642,766
+1,248,064
37
$308M 1.18%
1,075,856
+16,151
38
$296M 1.13%
+1,123,312
39
$292M 1.12%
4,209,464
-358,603
40
$278M 1.06%
3,324,694
-133,807
41
$267M 1.02%
2,219,915
-165,098
42
$245M 0.94%
1,170,839
-32,350
43
$215M 0.82%
7,939,635
-3,351,653
44
$213M 0.82%
3,898,576
+1,994,622
45
$207M 0.79%
+2,237,094
46
$207M 0.79%
2,487,881
-1,264,800
47
$197M 0.75%
1,323,363
-62,010
48
$179M 0.68%
1,538,315
+29,192
49
$172M 0.66%
1,311,916
-78,769
50
$167M 0.64%
2,363,148
+36,469
1
2
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