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
$55.5B
AUM Growth
+$4.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$583M
2
+$573M
3
+$529M
4
VLO icon
Valero Energy
VLO
+$397M
5
J icon
Jacobs Solutions
J
+$376M

Top Sells

1
+$768M
2
+$684M
3
+$443M
4
CAH icon
Cardinal Health
CAH
+$359M
5
BK icon
Bank of New York Mellon
BK
+$320M

Sector Composition

1 Financials 20.13%
2 Industrials 14.55%
3 Energy 13.23%
4 Healthcare 11.99%
5 Technology 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$296M 0.53%
12,494,655
-530,652
52
$288M 0.52%
2,514,649
-215,346
53
$280M 0.5%
8,675,585
-245,672
54
$277M 0.5%
1,576,136
-385,957
55
$275M 0.5%
23,796,549
-1,348,665
56
$267M 0.48%
2,920,808
-327,609
57
$259M 0.47%
4,706,362
-481,554
58
$258M 0.47%
1,044,824
-44,057
59
$257M 0.46%
5,311,044
+331,647
60
$251M 0.45%
3,405,967
+708,188
61
$249M 0.45%
4,819,789
-3,294,934
62
$235M 0.42%
2,924,813
+2,922,854
63
$234M 0.42%
1,762,039
-240,625
64
$224M 0.4%
8,122,724
-1,301,484
65
$222M 0.4%
+11,161,938
66
$216M 0.39%
+1,544,293
67
$214M 0.39%
8,659,683
-41,403
68
$212M 0.38%
5,098,880
-1,568,242
69
$197M 0.36%
11,725,812
+150,868
70
$197M 0.35%
7,670,869
+2,641,287
71
$194M 0.35%
8,190,216
-4,740,504
72
$191M 0.34%
5,439,711
+1,246,711
73
$176M 0.32%
3,124,281
-847,254
74
$170M 0.31%
4,567,430
+138,740
75
$161M 0.29%
803,422
+23,457
1 2
3
4 5