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
$30.6B
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$358M
2
+$350M
3
+$308M
4
VRT icon
Vertiv
VRT
+$301M
5
MDT icon
Medtronic
MDT
+$270M

Top Sells

1
+$483M
2
+$322M
3
+$247M
4
LEN icon
Lennar Class A
LEN
+$244M
5
LOW icon
Lowe's Companies
LOW
+$201M

Sector Composition

1 Financials 17.18%
2 Healthcare 15.58%
3 Industrials 15.44%
4 Materials 10.09%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$182M 0.59%
1,335,251
-1,360,263
52
$182M 0.59%
1,840,949
-165,368
53
$180M 0.59%
2,202,864
+87,107
54
$177M 0.58%
3,516,883
-594,583
55
$171M 0.56%
1,727,439
-2,493,086
56
$170M 0.55%
2,209,275
+87,039
57
$145M 0.47%
5,083,674
+212,449
58
$141M 0.46%
658,596
-22,865
59
$122M 0.4%
5,559,615
-125,017
60
$120M 0.39%
4,484,608
-56,116
61
$120M 0.39%
2,865,704
-31,812
62
$112M 0.36%
708,947
-8,878
63
$112M 0.36%
3,550,420
-45,260
64
$105M 0.34%
1,068,685
-19,922
65
$104M 0.34%
1,924,137
-23,304
66
$99.6M 0.33%
1,238,816
-18,749
67
$99.5M 0.32%
1,324,203
+13,096
68
$98.8M 0.32%
3,472,243
-154,672
69
$94.2M 0.31%
2,816,450
-43,361
70
$92.2M 0.3%
1,936,616
-10,142,086
71
$89.5M 0.29%
1,560,865
+197,106
72
$89.3M 0.29%
2,913,770
-1,966,169
73
$84.4M 0.28%
1,018,594
+8,153
74
$83.9M 0.27%
2,056,801
-32,607
75
$81.8M 0.27%
1,679,530
+15,329
1 2
3
4 5