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
51
$317M 0.48%
13,176,579
-773,514
52
$305M 0.46%
7,947,482
-1,358,764
53
$304M 0.46%
3,043,377
+322,853
54
$303M 0.46%
6,792,522
+93,479
55
$295M 0.45%
3,930,444
-27,728
56
$276M 0.42%
7,316,596
+1,312,591
57
$272M 0.41%
10,790,347
-108,365
58
$268M 0.41%
2,057,208
-318,219
59
$263M 0.4%
4,652,543
-48,843
60
$259M 0.39%
6,067,170
-60,462
61
$251M 0.38%
33,625,269
-1,007,767
62
$249M 0.38%
8,012,468
-91,996
63
$249M 0.38%
2,912,866
+129,635
64
$240M 0.37%
5,095,964
-1,085,607
65
$237M 0.36%
2,446,160
-223,289
66
$236M 0.36%
11,522,889
-2,132,587
67
$226M 0.34%
1,700,170
-25,552
68
$221M 0.34%
+5,532,068
69
$219M 0.33%
3,327,465
-46,331
70
$208M 0.32%
8,102,525
+414,377
71
$204M 0.31%
16,730,362
+6,357,609
72
$199M 0.3%
4,515,970
+476,140
73
$195M 0.3%
2,561,390
-22,400
74
$165M 0.25%
+10,417,035
75
$161M 0.25%
3,924,581
-33,100
1 2
3
4 5