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
51
$349M 0.55%
13,760,941
-140,371
52
$332M 0.53%
1,596,570
-371,801
53
$331M 0.53%
13,433,710
+3,617,610
54
$323M 0.51%
3,520,822
-417,599
55
$314M 0.5%
5,468,686
-61,623
56
$306M 0.49%
4,279,124
+44,143
57
$304M 0.48%
9,227,762
-109,234
58
$294M 0.47%
2,088,132
-46,020
59
$293M 0.46%
1,100,415
-39,132
60
$281M 0.45%
9,530,728
+2,992,206
61
$277M 0.44%
7,032,228
-116,390
62
$265M 0.42%
13,307,483
-2,645,371
63
$256M 0.41%
1,591,995
+621,307
64
$246M 0.39%
6,062,984
+96,376
65
$238M 0.38%
12,093,657
-85,648
66
$236M 0.38%
1,991,404
+27,656
67
$232M 0.37%
12,568,977
-121,538
68
$222M 0.35%
4,693,015
-299,646
69
$222M 0.35%
5,546,393
-642,913
70
$218M 0.35%
2,758,274
-112,268
71
$218M 0.35%
4,021,407
+96,024
72
$213M 0.34%
8,076,130
+1,228,580
73
$211M 0.33%
8,367,338
-167,066
74
$205M 0.33%
7,008,881
+4,436,869
75
$189M 0.3%
6,470,169
-191,967
1 2
3
4 5